Configure source application
The Manage Source Applications console shows the application sources from which Resource Requests can be generated. By default, the entry for the Portfolio Management application would be configured.
This console is accessible by the resource master and the agility admin users.
To access this console, login to the Portfolio Management application, click Settings and go to Resource Management > Source > Application.
To create a new Source Application
- Login to the Portfolio Management application and click Settings
. - Go to Resource Management > Source > Application.
- Click on the '
New' button to add a new source application.
Field | Description | Example |
|---|---|---|
Type | The type field has two options: Internal and Third Party. For the type internal, the application name is disabled and set to Portfolio Management and the URL details do not need to be configured. For the type third party, application name and URL details should be added. | Third-Party |
Application Name | Add the name of the Application Source | BMC Helix ITSM |
Contains URL | Choose if this application will hold a URL | Yes |
URL | The base URL must be added to the URL field if Contains URL is set to "Yes". | https://example-smartit.onbmc.com/ |
Detailed Description | Add an appropriate detailed description for the application source. | |
Status | The status field has two options namely, Active and Inactive. The default status after the creation of an application source is "Active". To remove the usage of an already configure application source, change the status to "Inactive". This will disallow the further creation of new resource requests for that application source. |
To modify a Source Application
- Login to the Portfolio Management application and click Settings .
- Go to Resource Management > Source > Application.
- Click on the Display Id of the application source or select the row and click on the Edit (
) button. - Apply changes and click Save.
To delete a Source Application
- Login to the Portfolio Management application and click Settings .
- Go to Resource Management > Source > Application.
- Select the Source Application to delete and click on the Delete (
) button.
Note that only those Source Applications can be deleted that are not already used in Resource Requests.