Configure the Requests App

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This article explains how to configure the Requests app.

You need to install the Requests app before you can access the settings. See Install the Requests App.

Requests_Settings.png

  • Title: Enter the title for your requests portal. The title is "Requests" by default.

  • Plan Types: Select the plan types that will be used to create new requests.

  • Open to All Users: Check this box to allow all users to view requests.

Configure Plan Type Conversions

The process step of a request can be used to trigger the creation of a related plan in your portfolio. You can also choose to manual promote a request into your portfolio (for example, you can convert a idea into a project).

See to set up plan type conversions.

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