Generating a Workspace from a Request

With adequate permissions (by default users with an enterprise role of Administrator, Executive, Resource Manager or Project Manager have permission to do this), you can use the Requests application to generate a workspace from a request that has been approved (its Approval Status is Approved).

To generate a workspace from a Request:

1. Open the Request application.
   A list of the requests you have permission to view displays.
2. Click the Actions icon next to the request from which you want to generate a workspace, and click Generate Workspace. The Generate Workspace window opens.
   Note: You can also open the Generate Workspace window by clicking the request name to open the Item Details window, then selecting Generate Workspace from the Actions tab
3. Select Workspace Template—Select the template you want to use for the workspace. Only valid templates display. A valid template is one created from a workspace of the same workspace type as that the request was created from. If you do not see any templates listed, you either have no templates in your enterprise, or no valid templates.
   
   Important: 

• Applications - The template you use, and the workspace type of the workspace from which that template was created, determine which applications are included in the workspace you are generating.
  
  
• Resource Requirements - If the template includes resource requirements, any resource requirements in the request will be discarded and those from the template will be used.

4. Select Workspace Location—Select the location of the new workspace in the workspace hierarchy. To do this. select the workspace that will be the parent of the workspace you are generating. To create the workspace at the top level, select your PPM enterprise.
5. Start Schedule On—Type the date on which the first task in the schedule should start. If resource requirements are included, they begin on the first working day of the week in which the Start Schedule On date occurs. If no tasks or resource requirements are included, this date is ignored.
6. Select Workspace Members—Click Browse User Directory and select users who will be members of the workspace.
   For more information on using the directory, see Using the User Selector.
   
   Important: You are added as a workspace member in this step. The role you are given depends on several factors:

• If you do not explicitly add yourself as a workspace member, you are automatically given the role of workspace manager, or the default role defined for the creator at the workspace type level.
• If you explicitly add yourself as a workspace member, you are given the role you specify.

7. To send notifications about the new workspace to the users you selected, select Notify next to each user who should be notified.
8. If you want to create a custom notification message, select Type Custom Notification Message and type the message in the Notification Message box.
9. Click Save to generate the workspace and close the window, or Cancel to cancel the generation of the workspace.
   A message displays confirming that the workspace has been generated.

After you generate a workspace from a request the workspace is still listed in the Requests application but the State changes from Request to Not Started. The workspace is now also listed in the Projects tab.

Related Topics:

• Approving a Request—How to approve a Request.
• Declining a Request—How to decline a Request.
• Deleting Requests—How to delete a Request.
• Editing a Request Profile—How to edit a Request.
• Resubmitting a Request for Approval—How to resubmit a Request for approval.

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