SDP Changes Extension for Zoho Projects | Online Help | Zoho Projects

SDP Changes for Zoho Projects

The ServiceDesk Plus Changes extension facilitates centralized change management by associating change requests with projects and tasks. This provides enhanced visibility, improved coordination, and faster execution. It minimizes manual effort and aligns IT and project teams by supporting structured tracking, reducing risks, and ensures real-time sync with bi-directional updates.  

Install ServiceDesk Plus Changes for Zoho Projects

  1. Click  in the top-right corner of the top navigation band.

  2. Navigate to Marketplace and click All Apps.

  3. Search for and click SDP Changes for Zoho Projects.

  4. Click Install & Next.

  5. Under the Widgets tab, edit the widget name by clicking on it, enable/disable the widget visibility and modules.

  6. Under the Permissions tab, select the users and profiles from the drop-down and set the necessary permissions for each user profile.

  7. Under the Connections tab, hover over the tile and click Connect. Follow the process to authenticate and connect SDP Changes with Zoho Projects.

  8. Under the Configuration tab, enter your SDP portal ID.


Associate Change to a Project

  1. Navigate to your project and click  to view more tabs in the top navigation bar.
  2. Click SDP Changes from the options.
  3. Click Associate Change, search for or enter the change name, then click Associate.
    Click the associated change to open it in your SDP portal.

Dissociate Change from a Project

  1. Navigate to your project and click  to view more tabs in the top navigation bar.
  2. Click SDP Changes from the options.
  3. Hover over the change and click   to disassociate it.

Associate Change to a Task

  1. Navigate to your project. Click Tasks in the top navigation bar.
  2. Open the task, scroll down, and click  to view extensions.
  3. Select SDP Changes and click Associate Change.
  4. Search for or enter the change name and click Associate.
    Click the associated change to open it in your SDP portal.

Disassociate Change from a Task

  1. Navigate to your project. Click Tasks in the top navigation bar.
  2. Open the task, scroll down, and click to view extensions.
  3. Select SDP Changes, hover over the associated change, then click   to disassociate it.

Disable SDP Extension

  1. Click  in the top-right corner.
  2. Navigate to Marketplace > Installed Apps.
  3. Hover over SDP Changes for Zoho Projects.
  4. Click Disable.
    To re-enable the extension, click Enable.

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