Add applications

Track and report on the applications needed for your automation program to better plan your automation infrastructure and costs.

Prerequisites

You must have an administrator role.

Procedure

  • Add applications for the business unit.
    1. Navigate to the Admin-Program tab.
    2. In the Applications section, click the Plus icon to add an application.
    3. The Parent field has the name of your CoE Manager instance by default.
    4. Provide the name of your application.
    5. Click Create.
  • Map opportunity to an application.
    1. Select and navigate to an opportunity in any business unit or the nested unit.
    2. Click the Details tab.
    3. Click the Plus icon in the Automation Applications field.
    4. The business unit or the sub-level is automatically selected in the Parent field.
    5. Select the application from the drop-down menu.
      The applications created in the Admin-Program tab are displayed.
    6. Click Create.