All project request workflows that you have been assigned to review are listed in the Action Required portlet on a dashboard. Project request workflows are used to evaluate new project initiatives.
Tip: If the Action Required portlet is not displayed, include it in the workspace by clicking Customize at the top of the page, and marking the Action Required checkbox in the Workflow section.
Note: The Action Required portlet requires the installation and configuration of the P6 Web Access workflow repository. For information, refer to your P6 administrator.
Review a project request workflow
- In the Action Required portlet, select a project.
Note: The form that appears is based on the workflow type, project request, and the specific workflow template selected by the request initiator, so the information displayed may not be the same each time you view this form.
- Specify data for all required fields, at minimum, and for additional fields as applicable. Required fields are noted by an asterisk.
After you finish supplying the necessary information, do one of the following:
- To save your changes and advance the workflow to the next stage, click Advance Request.
- To save the project request without advancing it to the next stage, click Save. You might do this, for example, if you need to investigate further before completing a required field.
- To access the workgroup dedicated to the request, click Collaborate. This workgroup is a customized workspace that enables everyone associated with the workflow to communicate and share relevant information.
- To cancel without saving changes, click Cancel.
- To reject the project request, click Reject Request.
Note: Reject Request is not available in the first stage of the project.