Review/Approve Project Requests

Project Requests allow members of your internal team or your clients to initiate a request for work. A Project Request can operate as a collection of customized fields, or as a cover sheet to spec sheet(s). Or as a combination of the two.

Each project request form will also have a custom approval process defined for it in system setup. This approval process may involve several different people reviewing and adding additional information to the request, or simple email notification to team members of the existence or approval of a request.

It is best to focus on linking specification sheets to Project Requests, as all of the information contained in the specification sheet will be automatically copied to a New Project, should you open up a New Project directly from the Project Request.

Contents

Review a Project Request

Approve or Reject a Project Request

Review A Project Request

After a Project Request has been submitted, it will enter the pre-defined approval process set in system setup. The person(s) in the first approval step will be allowed to edit the following steps, if necessary.

A project request that has been sent to you will be visible in an approvers notification center via the bell icon in the upper right-hand corner of the screen.

Clicking into any request will upon the details to review.

Approve Or Reject A Project Request

The form allows you to review the details of the form including the associated spec sheets.

Enter Approval Comments, and either Approve or Reject the request.

Reject: If rejected, the request form workflow will be stopped. A reject notice will be sent to the Requested By person. The rejection notice subject line will be Your request has been Declined + the approval comments. The email will also include the details of the request, including spec sheets.

Approve: If approved, it will move forward to the next step in the Approval Process.

NOTE: Prior to approval, you may edit a project request by clicking the blue pencil icon next to the request details. You can also view the existing approval and notifications or add additional steps. Existing Approval/Notification steps cannot be edited.

Next Steps

Create a Project from an Approved Request