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Problem creating proposals, assets, risk...

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meque
Acclaimed Contributor

Problem creating proposals, assets, risk...

Hi,
I've read the topic about 'Problem with Portfolio Management module - no creation for Proposal and Asset' because I have the same problem.

I've tried to execute the kDeploy script but it doesn't occur anything.

I installed the tool, but none package or something similar. I suppose the ' -best-practices' option in the script will install an out of the box process??

Regards, Paloma
8 REPLIES
Semenov Alexand
Esteemed Contributor

Re: Problem creating proposals, assets, risk...

Hi.
Yes,you need inatsll "Best Practices". After this you can create a Propossal and Accets. And appear advanced project type with additional fields as risk and value drop down list. I you don't install B.P. in PPM allow a simple propossal like "Project Initiative" request. Also you can see advanced work flows for any requests.
Good Luck
meque
Acclaimed Contributor

Re: Problem creating proposals, assets, risk...

thanks for the info :)
meque
Acclaimed Contributor

Re: Problem creating proposals, assets, risk...

I got the way to install the BP so now I'll go on with creating proposals...
Semenov Alexand
Esteemed Contributor

Re: Problem creating proposals, assets, risk...

Hi.
Have you any documents to the "Best Practices". I need description for any fields.
Thanks
meque
Acclaimed Contributor

Re: Problem creating proposals, assets, risk...

As long as I understand, all the fields shown in the user guides are from the Best Practices.
Semenov Alexand
Esteemed Contributor

Re: Problem creating proposals, assets, risk...

Hi

I can't find any descriptions from user and CG guides.
Any ideas?
meque
Acclaimed Contributor

Re: Problem creating proposals, assets, risk...

In the Portfolio Management User guide pages 16 and 17 you have the description of the initial attributes.
Unfortunately I'dont know very much the tool, sorry. But any way, if the package is right configured, if you go to the attributes tab in the workbench it has to appear those descriptions.
Semenov Alexand
Esteemed Contributor

Re: Problem creating proposals, assets, risk...

Yes, you rigrh. I find desctiprion.
Many Thanks.
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