Services Management License Roles
The Services Product Manager and Services Product Developer licenses lets you create, modify, promote and demote services projects and their
scheduled tasks. These licenses provide full access to all project
functionality.
The Services Product Contributor license role allows project members to view project information and complete
tasks, such as providing deliverables.
Services Project Process
This outline
describes the typical process for any type of services project:
- A Services Product Manager or Services Product Developer user with the Author access role creates the services project based on a predefined services
project template. The app creates the services project in the Preliminary state.
The app does not maintain a link between a project template and any projects
created from the template. After creating a project, any changes made to the
template are not propagated to the project.
- The Author modifies the services project to support the specific project, such as adding
tasks and members.
For more information, see Project Management
User's Guide: Working With Projects.
- When ready, the Author promotes the project template to the Ready state, and all task are also
promoted to the Assign state and Services Product Contributor users are notified about their tasks.
- The Author user promotes the services project to the In Work state and Services Product Contributor users can work on their tasks.
- Project members with the Services Product Contributor license role and the Contributor access role complete tasks assigned to them and submit deliverables.
- When all tasks have been completed, the app is promoted to the In Review state, and all tasks and deliverables are
reviewed by appropriate project members.
- When all of the tasks are approved, the app automatically promotes the project to the Complete state, and it can then be
archived for future reference.
Services Projects and Services Products
When you
create a Services Product, you can choose a governing project. That project is used
to manage the development and release process for the Services Product. A single
project can govern multiple products, but a product can only have one governing
project.
Currency Preferences and Exchange Rates
Services Projects require you to set a currency conversion preference, and for an Administrator to configure currency exchange rates. The default currency conversion is "As
Entered," and you must change it to a specific currency such as euros or dollars.
For more information, see Web App Preferences. An Administrator must also define currency exchange rates, so that if one person selects dollars
and another selects euros, they each see appropriate currency values. For more
information, see Currency Exchange Rates.