Project and Portfolio Management Practitioners Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

How to convert an request into Proposal

SOLVED
Go to solution
Highlighted
PPMRam
Collector

How to convert an request into Proposal

Hi,

 

Is it possible to convert an Request into an Proposal Request Type.It means when ever we fill the details in the request,it has to placed in the Kcrt_fg_pfm_proposal table .Is it possible to convert an any request in to an Proposal Request Type.If so please suggest me.

 

Regards

Praveen.

5 REPLIES
AlexSavencu
Honored Contributor

Re: How to convert an request into Proposal

Hi,

 

you have to add the PFM Proposal field group to the request header type and populate the appropriate values.

 

cheers

alex


--remember to kudos people who helped solve your problem
PPMRam
Collector

Re: How to convert an request into Proposal

Hi,

 

I didnt get you.will you please explain me more clearly.we are using PPM 8.2 version ,Sp-2,Sun Solaris OS

 

Regards

Praveen

AlexSavencu
Honored Contributor

Re: How to convert an request into Proposal

Hi,

 

do the following:

- open workbench;

- go to request types;

- open your request type;

- in the upper right you will see which is the request header type;

- press the open button;

- the request header type opens;

- press the field groups button;

- check the PFM Proposal group;

- save the request header type;

- close and reopen the request type;

- assign desired field security and status dependencies;

- populate the fields either manually, either request mass update.

 

I don't think I can be any clearer than this :)

 

cheers

alex


--remember to kudos people who helped solve your problem
PPMRam
Collector

Re: How to convert an request into Proposal

Hi Alex,

 

Thanks for reply and solution.

 

Regards

Praveen

AlexSavencu
Honored Contributor
Solution

Re: How to convert an request into Proposal

Hi,

 

whenever somebody gives you a solution, you should provide the appropriate kudo in order to keep this community alive.

 

cheers

alex


--remember to kudos people who helped solve your problem
//Add this to "OnDomLoad" event