Sponsored Problem Reports and Variances

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An organization can extend change management process for Problem Reports and Variances to members of an external organization. To distinguish problem reports and variances that are exposed outside the host organization from their regular counterparts that are not exposed, they are designated “Sponsored”.

The host organization creates a project in ProjectLink to be used as a repository for these sponsored objects.

Preferences

There are two preferences that need to be enabled for Sponsored Problem Reports and Variances functionality:

• Problem Reports in Projects

• Variances in Projects

The preferences can be enabled at the site, organization, and/or container level (on the project). Both preferences are under the "Change Management" category.

As a project creator or site administrator, use the preference manager to enable the preferences.

Object Initialization Rule (OIR)

The OIR defines rules by the objects type at the site, organization, and/or container levels. Such rules stipulate whether the server assigns an attribute’s value or it is entered by the user. For the Sponsored change objects, the attributes of interest include:

• Number

• Folder location

• Life cycle

• Team template

The OIR can be used to manage these attributes and when the rules are defined, careful consideration is needed so that rules defined for projects do not interfere with rules defined for products and libraries.

Project Team Roles

The Project manager should add Team Roles to the project team based on the roles needed by the Lifecycle and the Workflow Process Templates to be assigned to the sponsored changes. “Change Administrator I” role is needed for sponsored problem reports, “Variance Approvers” role is required if you intend to use sponsored variances.

See the section Basic Administration on how to add roles to the team.

Custom numbering schemes

By default the number attribute is auto generated for change objects. This can be changed using object initialization rules for the Problem Report or Variance to allow the number to be manually entered or other configurations as supported by Windchill. See the Number Schemes Administrator for further details.

Basic Access Policies for the Project

These are the minimal policies OOTB that are required to successfully create, edit and view sponsored objects.

Context	Object Type	State	Participant		Permissions
Project	WTChangeIssue	All	Project Creator	+	Full Control (All)
Project	WTChangeIssue	All	Team members	+	Read, Download
Project	WTChangeIssue	Open	Team members	+	Create, Modify, Modify Content
Project	WTChangeIssue	All	CHANGE ADMINISTRATOR I	+	Full Control (All)
Project	WTVariance	All	Project Creator	+	Full Control (All)
Project	WTVariance	All	Team Members	+	Read, Download
Project	WTVariance	Open	Team Members	+	Create, Modify, Modify Content
Project	WTVariance	Under Review	Variance Approvers	+	Read, Download
Project	WTVariance	All	CHANGE ADMINISTRATOR I	+	Full Control (All)

Optional policies recommended for sponsored changes in projects:

Context	ObjectType	State	Participant		Permissions
Project	WTChangeIssue and WTVariance	All	Organization Administrator	+	Full Control (All)
Project	WTChangeIssue and WTVariance	All	Guest	+	Read
Project	WTChangeIssue and WTVariance	All	Site Administrator	+	Full Control (All)

Project Folders

By default the folder location is auto generated for change objects; when a new sponsored object is created, it should be saved in the root folder of the project.

This default behavior can be changed. Use Object Initialization Rules Administration to change the default.

Project Template

An organization can choose to configure suitable rules and policies that meet their business needs using a project template. See the section Basic Administration for further details.

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