Business Planning › About Sources › Create a Source

Create a Source

Create a source to describe the originator of a requirement or an organization that is interested in having a requirement fulfilled. Once you create a source, you can edit the source to add complete information.

To create a source

  1. Go to the Product Vision menu, and click Source from the Business Planning menu.

    The source list page appears.

  2. Click New Source.
  3. Complete the following fields:
    Source Name

    Specifies the name of the source.

    Type

    Specifies the source type. Once you select a type and save, the type cannot be changed.

    Values: Business Unit, Customer, Geography, Industry.

    Description

    Provides a description of the item being created or edited.

  4. Click Save and Close.
  5. Complete the full information for the source by editing source details.

More information:

Edit Source Details

View a Source