< Previous | Next >

Lesson 3: Approve the project proposal for implementation

Typically, the project proposal goes through different states transitions before reaching the Approve for Implementation state. Each state transition is completed by users with appropriate roles using appropriate views. To keep the focus of this tutorial on integration, in this lesson, the user, Tim Jeffs, with the Global Administrator rights, scopes the project by adding business needs and effort for the WonderCar project and then changes the state of the project directly to Approve for Implementation in the module.

  1. Log out as Carl Riggs and log in as Tim Jeffs who has the administrator rights to work in the module and click the Sample Project workspace.
  2. Click Modules > Projects.
  3. Click the WonderCar project.
  4. In Project State, click the Edit icon Edit and select Approved for Implementation.
  5. Click the Save icon Save.
  6. Click Modules > Business Needs.
  7. Click Improve fuel efficiency and complete the following steps:
    1. Under the Links section, in Projects, click the Edit icon Edit.
    2. In Project contains, type WonderCar and press the Enter key.
    3. Select the WonderCar check box and click OK and then Close.
    4. In Estimated Effort, click the Edit icon Edit, type 7, and click the Save icon Save.
    5. In Priority, type 2 and click the Save icon Save.
  8. Repeat steps 7a -7e for the remaining three business needs and provide different values for the estimated effort and priority.
  9. Set the Work Item State attribute that fetches the information from the CLM system to Editable.
    Note: By default the Work Item State attribute in the IT Portfolio Workspace template is set to non-editable. To enable Carl to update the attribute with the required XPath Value Fetcher value, set the field to Editable.
    1. Click Configure > Views
    2. Select My Business Needs.
    3. In the View Definition field, click the Edit icon Edit and click Next in the first page of the view definition.
    4. Select the Editable option for the Work Item State attribute and click Finish.
You scoped the business needs to the project and changed the status of the project proposal.

Lesson checkpoint

The state of the project is changed to Approved for Implementation and it appears in the Approved Projects view. In this lesson, you approved the project proposal for implementation and linked the project to business needs.
< Previous | Next >

Feedback