Business Planning › 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.

Follow these steps:

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:

   Type

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

   Values: Business Unit, Customer, Geography, Industry.

4. Click Save and Close.

After you create a source, you can edit the source to add complete information.

More information:

Edit Source Details

View Source Details