A project request defines a workflow process for evaluating a request for a new project.
This topic describes the following:
- Initiate the request
- Save the request without advancing it
- Add documents to a workflow
- Advance the request
Initiate the request
- From the Projects action menu in the global navigation bar, choose Initiate Project Request.
Note: Initiate a Project Request does not appear unless you have the required security privilege.
- Select a template, then click OK.
After completing the request form, do one of the following:
- To route it for review, click Advance Request.
- To save the request without routing it for review, click Save. This is useful if you need more information before completing a required field.
Save the request without advancing it
When you save the request without advancing it, it appears in the Action Required portlet on a dashboard.
Add documents to a workflow
When a template includes the capability to add documents to a workflow, you cannot add documents in the first stage until you save the request. After you save the new request, you can reopen the request from your Action Required portlet and add documents before advancing it.
Advance the request
When you advance a request, reviewers in the next stage will receive an action required entry in the Action Required portlet on a dashboard.
If the routing type for the template you selected does not require review in sequence, all reviewers for the next stage will see the project request workflow in their Action Required portlet.
If the routing type is set to review in sequence, only the person who is designated as the first reviewer for the next stage will see the workflow in the Action Required portlet.