Groups / Types / Projects

Groups
Groups are used to arbitrarily group transport requests and tasks (units of work). Typically, groups are used to classify the transport request or task by functional area or team. For example, groups can be used to differentiate Finance changes from Procurement changes.

A group may either be assigned to a transport request or assigned to a task, as indicated by the Type property. Once a group has been created, its type cannot be changed. Groups that have been used in the past but have now become obsolete may be hidden so that they can no longer be assigned.

Recall that it is possible to define approvers by group. For example, an approver may be authorised to approve Finance changes into a target system, but not Procurement changes.

Types
Types are used as another way of classifying tasks or transport requests. For example, a task type can differentiate enhancements from fixes.

A type may either be assigned to a task or assigned to a transport request, as indicated by the ”Applies to” property. Once a type has been created, this field cannot be changed. Types that have been used in the past but have now become obsolete may be hidden so that they can no longer be assigned by selecting the ”Hide this Item” toolbar option.

Projects
Projects are used to define high level grouping of tasks based on a business phase. When a task is created, it is possible to select the project that this task belongs to. For example, projects can be used to differentiate between an upgrade project, further releases or functional projects. Defining and using projects give you further control of change management reporting through Transport Express.

Projects that are no longer required or finished can be marked as inactive so they no longer appear during task creation and change.