Serena Demand Manager → Demand Center for Administrators → Configuring Serena Demand Manager → Preparing User Accounts and Resources
There are several types of Demand Manager participants:
Plan owners, analysts, reviewers, and approvers who use the Demand Plan process app, along with users who submit proposed plans. For setup details, refer Assigning Users to Demand Plan Roles.
Plan owners, analysts, managers, and approvers who use Demand Center to work with demand items and plans. In most cases, these users are the same as Demand Plan users. For setup details, refer to Demand Center Users.
Members of resource teams allocated to plans. These resources may or may not have SBM users accounts. For details, refer to Resources.
Users who can customize Demand Center, manage user accounts and resources, and other administrative tasks. For details, refer to Administrators.
The information in the following sections assumes that you have created SBM user accounts for these participants (except for resources who do not need SBM accounts).
In SBM Application Administrator, assign users to the following roles in the Demand Plan application. For best results, assign these roles at the Demand Plan level so they are inherited to child projects if they are added.
| Demand Plan Role Name | Description | Minimum Product Access Levels |
|---|---|---|
| Administrator | Assign this role to users who will administer the Demand Plan application. Ideally, these users are also granted the product-access level and privileges discussed in Demand Center Users. | Varies. Refer to Administrators. |
| Manager | Assign this role to users who should have full privileges to use the Demand Plan application, but who will not administer the application. | Regular User |
| Submitter | Assign this role to users who will submit plan proposals using the SBM User Workspace or Serena Request Center. | Occasional User |
| Reviewer | Assign this role to users who will:
|
Regular User |
| Owner | Assign this role to users who will own plans through their life cycle. | Regular User |
Privileges for working with plans are established in the Demand Plan process app. Assign users to the roles described in the previous section to enable access to plans in Demand Center. Users assigned to the Administrator, Manager, Reviewer, or Owner roles can create backlogs and submit plan proposals from Demand Center.
Users who are assigned to the Administrator, Manager, Reviewer, or Owner roles in the Demand Plan application can create demand views. The reports that can be added to a demand view and the items listed in the view are based on each user's application privileges, however. For example, users who have privileges to view all items and run guest-level reports in the Change Management application can create a demand view to list those items in Demand Center.
Resources enable you to manage team allocations, scheduling, job functions, and skills of employees in your organization. This information is used to allocate resource teams to plans. Resources may or may not be associated with SBM user accounts.
Resources and resource teams are created in SBM Application Administrator by a user with administrative access. This should be done before users begin using the Demand Plan app or Demand Center.
For details on working with resources, refer to SBM Application Administrator Guide or the SBM Application Administrator online help.
These users can perform all of the functions described in Preparing Demand Center for Use.
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