Creating a Workspace-Level Dynamic Application

Note: This topic describes creating a workspace-level dynamic application. If you are an administrator and want to create an enterprise-level dynamic application, see Creating an Enterprise Dynamic Application.

Dynamic applications are powerful, custom applications that run in Changepoint PPM. Unlike native PPM applications, you can export dynamic applications as XML files, with or without data. This means you can create a custom dynamic application in one workspace and then export the application so it can be imported in another workspace in PPM.

Project managers and other team members with administrative permissions can create workspace-specific dynamic applications to meet their business needs.

Creating a Workspace-Level Dynamic Application

The process of creating a dynamic application involves up to 9 steps in the Create Dynamic Application wizard. The wizard leads you through the process of defining the application.

The steps include:

Providing general information about the application.
Creating custom data fields for the dynamic application.
Configuring any Pick List fields.
Configuring custom field properties.
Configuring Status fields.
Defining formulas for Calculation fields.
Specifying application permissions.
Choosing an application icon.
Previewing the application.

You may not go through every step.

Once the application is created, your team members can access it and add items based on your definition.

To open the Create Dynamic Application Wizard:

Navigate to the workspace in which you want to create a dynamic application.
Click the Gear menu and Manage Applications.
Click Add and Create Workspace Dynamic App.

Next: Dynamic Application Wizard : General Information.