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.
- 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.
- Click .
- Click the WonderCar project.
- In Project State, click the Edit icon
and select Approved
for Implementation.
- Click the Save icon
.
- Click .
- Click Improve fuel efficiency and
complete the following steps:
- Under the Links section, in Projects,
click the Edit icon
.
- In Project contains, type WonderCar and
press the Enter key.
- Select the WonderCar check box
and click OK and then Close.
- In Estimated Effort, click the Edit icon
, type 7,
and click the Save icon
.
- In Priority, type 2 and
click the Save icon
.
- Repeat steps 7a -7e for the remaining three business needs
and provide different values for the estimated effort and priority.
- 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.
- Click
- Select My Business Needs.
- In the View Definition field,
click the Edit icon
and click Next in
the first page of the view definition.
- 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.