Move from Catalog Request Item to Project

[edavidso]

Is there a way to create Projects or Demand records from Catalog Request Items in Geneva?

We currently bring our project based work in through the Request Catalog and track the work as RITMs.   We are planning to move into the PPM module shortly and will initiate our projects as Demand records for governance and as Projects once the work is approved, but I expect there will still be cases where things are misdirected and we need to move a RITM into a project or at least establish a linked relationship between the RITM and Project.

It looks it is possible to start projects off of incidents and relate change requests to projects, but requests seem to stand alone.   Any advice?

[ajit_mallick]

Have you considered using Idea?

It is meant to be a front end to the Demand module. You can also add it to the request catalog and use it as replacement to the RITM for accepting project requests.      

[edavidso]

Hi Ajit,

Not all of our submitters have licenses and it looked like most of the value in using the idea would be for users to have a single point of entry and track progress within Service Now.   If they can't get in there, it seemed like it might be more efficient to skip the idea and enter at the point of the demand.

Would starting with an idea solve my problem of redirecting a catalog request item into the PPM module though?   Can you create an idea from a REQ or RITM?

I'm beginning to suspect I'm going to need some kind of record generator or custom code, but I'm hoping I might be missing something.

Thanks,

Erin

[anna_scheib]

Hi Erin,

for Geneva and below, you may want to look at the Create Project UI Action. It is simple logic that creates a project record with the same name, priority, etc. as the parent record. It exists out of baseline for the change request, problem, and incident tables. So you'll have to create a new one for the Request tables, but it will give you a start.  

[edavidso]

Thanks, Anna.   I was thinking that might be the answer.