Create Request for Service from Project

Explanation

Perform this activity to create a request for service directly from a project. When you select the New Request from the Requests menu, the New Request assistant opens in service management. It is mandatory to enter a description, a customer, and to select a service from the service catalog. If you create the request from a project activity, the project information is automatically added. If you create it from any other level of the project, you must manually fill in this information in the assistant by toggling on the Project Connection option.

The scope of the request is defined according to the service in the services catalog specified for the request. The request scope retains the project information, ensuring that any new work tasks added to the request are automatically connected to the activity based on the project information in the request scope details.

Manually Connecting/Disconnecting Work Tasks

You can manually connect or disconnect work tasks directly from a request, provided the work tasks do not have any cost lines or invoicable sales lines. To do this, use the Project Connection command on the Services tab of the request. All work tasks associated with the request will be connected or disconnected.

Individual work tasks can be manually disconnected from the activity on the Activity Monitoring / Project Connections page by selecting the work task and then the Disconnect Object button.

Prerequisites

• The project must be in the status Approved or Started.
• The project activity must be in status Planned or Released.
• A service organization must exist for a site defined for the project.
• A service must have been defined in the service catalogue.
• To manually connect or disconnect work tasks, ensure that the value for Manual Connection is set to Allowed for Work Tasks in the Manual Connections tab on the Project Setup Parameters page.

System Effects

As a result of this activity:

• A Request is created in service management.
• The connected request work tasks will report planned cost, hours, and revenue to the project activity.
• Actual cost, revenue, hours, and progress will be updated on the activity when actions on the connected request work tasks are performed.
• The request work task will appear as a connection on the Activity Monitoring / Connections.
• Connected request work tasks can be accessed from the activity.

Pages

Activity Materials and Services
Activity Monitoring
New Request
Project Materials and Services
Sub Project Materials and Services

Activity Diagrams

Define Project Deliverables