Request Details Window - Overview

The Request Details window contains information about a workspace or Request and opens when you click on a workspace name or when you choose certain actions from the Actions icon menu in the Requests application, or click on a workspace name in the Team Manager application.

Important: You must configure your browser to allow pop-up windows for your Daptiv web site. PPM uses pop-up windows to display Item Details. If your browser does not allow pop-up windows for the Daptiv web site, you will not be able to access all features of PPM.

Use the profile window to view details about the workspace, including workspace resources, associated documents, and a log of the approval history. With the appropriate permissions you can edit the workspace profile and resource requirements, change the list of reviewers, act on the request (approve, decline, delete, reactivate or resubmit), upload a related document, or generate the requested workspace. Note: When you open the window from the Team Manager application you cannot perform any actions.

The Request Details window includes these tabs:

Workspace Profile—The Workspace Profile tab has information about the request, including the workspace type, the name and description, who submitted the request, what the estimated expenses are, any estimated work or cost, the planned start and end dates, priority, budget, approval status and workspace state, and the approvers (if any).

Note: Approvers appear only if an approval policy is defined for the Request Type. The Daptiv administrator defines this policy when they create the Request Type.
Resources—The Resources tab has information about what resource requirements have been included with the request. Billing rates for each resource type are listed, along with cost and revenue estimates calculated using the rates and the work. The tab also lists any reviewers assigned to the request.
Documents—The Documents tab lists any documents that have been uploaded and associated with the request.
Approval Log—The Approval Log tab lists every approver of the request, along with the status of their approval, the date of their action (if any), and any comments they may have included in an approval or decline of the request.

Note: If a workspace or an approved request is resubmitted for approval, the Approval Log is cleared out.
Actions—The Actions tab lists any actions the current user can perform on the request. Possible Actions include: Edit Workspace Profile, Edit Resource Requirements, Add or Edit Reviewers, Approve Request, Decline Request, Delete Request, Reactivate Request, Upload Document, Resubmit for Approval, and Generate Workspace.

This tab is not available when you open the window from the Team Manager application.