Defining a Form to be Used in Propose

To create a form for the Propose module, complete the following steps:

Sign in to Primavera Portfolio Management as an administrator.
From the Setup menu, select Setup....
The Setup screen displays.
From the Setup list, select Forms.
Set up a new folder for forms that will be used in the Propose module as follows:
1. In the right-pane of the Setup screen, select the New... menu, and then select Folder.
  The New Folder dialog box displays.
2. In the Name field, enter the folder name that will be used to store the forms used with Propose. For example, Propose Forms.
3. Select OK.
  A new folder, Propose Forms, is created.
Set up security permissions for the Propose Forms folder as follows:
1. Select the Propose Forms folder, and then select Edit....
  The Folder wizard displays.
2. Select the Security tab.
3. Select Add to add a new security setting.
  The Add User dialog box displays.
4. From the Permission list, select Read.
5. In the Name column, select PPM Guest user.
6. Select OK.
  In the Folder wizard, the Read permission setting for the PPM Guest user displays.
7. Select Finish.
  This configuration now grants the PPM Guest user Read permission on all forms contained in the Propose Forms folder and its sub-folders as well. All sub-folders will inherit the security settings of the parent folder.
  
  Note: Do not to grant Read permission to the PPM Guest user on any folders which do not contain forms that need to be accessible via Primavera Portfolio Management Propose.
Create a new Propose form as follows:
1. In the left-pane of the Setup screen, select the new folder, Propose Forms.
2. In the right-pane of the Setup screen, select the New menu, and then select Forms.
  The New Form wizard displays. The new form will inherit the security settings from the Propose Forms folder by default .
3. In the General step, enter the following information:
  1. In the Name field, enter the name for the new form.
  2. In the Description field, enter a description for the new form.
  3. Select the owner of the form from the Owner list.
  4. Select the domain area the form from the Domain list.
  5. Select Next.
    Note: Select Next to advance to the next step of the wizard.
  6. In the Tabs step, select any of the following actions:
  - Select New... to add a new tab.
  - Select Add... to add an existing tab.
    Note: The first tab of any form must have the Item Name component. However, if you choose to assign a Default Home Portfolio in Step 5 below, then do not include the Item Parent component in this step. For more information on how to design and configure Tabs, see the Primavera Portfolio Management Users Guide.
  1. In the Defaults step:
  - Select Allow Creation of New Items and select items that can be created by the Propose form.
  - From the Default Home Portfolio list, select a default home portfolio for the form.
    It is highly recommended to use a non-calculating portfolio as the Default Home Portfolio for the form.
    
    Note: If you included an Item Parent component in the Tabs step, then do not select a Default Home Portfolio.
  - In the When a Tab has been Modified, Required Fields... field, select the behavior of the form with regard to required fields from the following options:
    Must be completed on all Tabs
    
    Must be completed on modified Tabs only
    
    Are not enforced (a will be issued if not completed)
  1. In the In Folders step, select Next.
    The Home Folder field displays Propose Forms.
  2. In the Security step, select Next.
    The security permission of the Propose Forms folder will apply by default.
  3. Select Finish to exit the wizard.

Defining a Form to be Used in Propose

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