Page Comparison

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The additional feature of a check box is being added to create projects from service requests.

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Figure: Create Project for Service Request

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1. Navigate to Catalog > User > Edit Catalog > Additional Info page.

2. Enable the

   checkbox

   check box ‘Create Project for Service Request’.
   

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1. 
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   Figure: Create Project from Service Request
   
   The below table provides an overview of the fields available.

   Field	Description
   Create Project	Enable the check box if the Project needs to be created from Service Request.
   Create Project when Service Status is changed to	Choose the status from the drop-down menu where the project should be created. Example: New, In progress, Approved Note: Project will be created when the Service request’s status is changed to the specified value.
   Process Model	Specify the process model which is set at the Catalog level. Example: Agile or Waterfall
   Set Mapping between Service Request form	N/A
   Form Attributes	Specify the attributes on the Catalog form that need to be inherited by the Project
   Project Attribute	Choose the attributes on the Project form that needs to be inherited from the Catalog form
   Active	Choose the active button to activate the mapping.
   Actions	Enable the button to insert a new row in mapping.
   Project Template	Choose the project Template from the dropdown list. Example: Existing Template, None Note: When project Template is set to None, the Project will be created without any tasks.
   Template Name	When the Project Template is chosen as existing, a Template Name has to be specified.

Auto-populate Mandatory fields

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• Project Name
• Customer
• Department
• Status
• Planned
• Process Model

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Figure: Project Details Page

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The non mandatory attributes of the Project can be mapped to the Catalog form attributes while configuring Catalog.

  Figure: Map Non-Mandatory Attributes

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When a Project is created from a Service Request, the Service Catalog can also be configured to incorporate a fixed set of tasks. This can be done by enabling the Project Template

Figure: Project Template from Existing

When the Project Template is selected as ‘None’ the subsequent Project is created without any Tasks.Image Removed

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Figure: Task List

When the Project Template is selected as ‘Existing Project’, it displays a new dropdown ‘Project Name’

Figure: Existing Project Template 

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The project start date will be the date of creation. The Task and Activity dates on the new project will be recalculated. The duration of tasks will be recalculated based on the new project.

Figure: Task and Activity 

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When the project is created, the details will be displayed on the Service Request form in the General tab and Relationship tab.

Figure: Project details in Service Request Form – General  

Figure: Project details in Service Request Form – Relationship

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The Service Request can be accessed by navigating to the SR link.

Figure: SR Link on Project Details

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Projects can be filtered based on their source by using a Filter option on the ACTIONS panel.

Figure: Filter on Source

The ‘Source’ as column can be added to the Project’s list by clicking CONFIGURE COLUMNS action. The Column should be available in the Column configuration and also available to Export to Excel.

Figure: Configure Columns

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The subsequent window displays the configuration for Scheduling Service Requests to Projects. For more information on the same, refer to the table below.

Figure: Custom Scheduler

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