Create a project/planning project/campaign from an approved request [in-depth guide]
Guide contents: Create a project from an approved project request form | Locating approved requests | Create multiple projects from a single approved request | Close project request
Project requests allow your team & clients to initiate a request for something to be done by your team. You can define multiple project request forms with custom fields as a cover sheet to several specification sheets.
Each project request form can also have a custom approval process defined for the request. This approval process may involve several different people reviewing the request & adding additional information to the request, or a simple email notification to team members of the existence or approval of a project 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 a new project directly from the project request.
Once approved, a request form can be used to create a project, planning project or campaign. The create process only allows you to create one "project/campaign" at a time. However, one approved request form can be used to create multiple projects, planning projects and/or campaigns. You may also mix & match what you create.
Below will show you the slight variation of workflow when depending on what will be created from the approved request form.
Create a Project
The last person to approve a request form will have the opportunity to create the project. We recommend that you make the final approver in the workflow the person that would normally create the project. This allows them to review the project request, approve the request, & create the project.
Upon approval of the request, the screen will refresh, and you will see create project appear in the Actions section.
Click Create project>select Project>SAVE
A New project screen will appear on the right side.
The contents of the project request will flow into the new project, after saving the new project.
Spec sheets will be available via the Specifications area.
Attached files will be available in the Files area.
Create a Planning Project
The last person to approve a request form will have the opportunity to create the project. We recommend that you make the final approver in the workflow the person that would normally create the project. This allows them to review the project request, approve the request, & create the project.
Upon approval of the request, the screen will refresh, and you will see create project appear in the Actions section.
Click Create project>select Planning Project>SAVE
The Add a Planning Project screen will appear
Fill in the Due Date according to the request> SAVE
NOTE: Planning projects require a Due Date in order to slot out the defined service hours.
The contents of the project request will flow into the new planning project, after saving the new project.
Spec sheets will be available via the Specifications area.
Attached files will be available in the Files area.
Create a Campaign
The last person to approve a request form will have the opportunity to create the project. We recommend that you make the final approver in the workflow the person that would normally create the project. This allows them to review the project request, approve the request, & create the project.
Upon approval of the request, the screen will refresh, and you will see create project appear in the Actions section.
Click Create project>select Campaign>SAVE
The Add a Campaign screen will appear
Fill in the Campaign Name>>SAVE
Locating approved requests
To find an approved project request, go to Menu > Project manager>Today-PM>Views: Project requests.
This opens the project request listings screen. Select the 'all requests' view.
- Change the status filter to only show results that are approved.
- Use filters to further limit the results by 'client' or other needs.
- Click 'search'.
- Use the returned list of data to find the request you need & click the line to open the request.
Creating multiple projects from a single approved request
Once you click 'SAVE' from the Add A Project/Planning Project/Campaign, the curtain will refresh & show the new project/planning project/campaign. Click the X in the top right corner of the project curtain to return to the Project request form.
From the Project request form, you can repeat the create steps again.
Close project request
Once all projects/planning projects/campaigns have been created or you have decided that the rejected request will not move forward, it is recommended that you close the request.
- Click on the 'edit request detail' icon
- check 'closed'
- click 'save'