Activating an Approved Project Request

This how-to article will help Project Managers to locate an approved project request using the Work Management interface.

Overview

A project approved through the project request process will not show in a user's management console either because it has not been staffed and converted to a project yet or because the project has not yet been activated.

Projects created through project requests may be set to inactive and must be activated by the user set as the project's manager.

If your request has not been staffed and converted to a project, contact the request's reviewer to check the status or enter a comment on the request's feed.

Activating a Project

To activate an inactive project, the project manager should:

  1. In Work Management, navigate to View Applications, and select the Project application.
  2. Click Projects in the left navigation.
  3. Select the Inactive status filter option in the Projects display window.
  4. Click the Search button at the top of the window.
  5. Click the project Name link in the results list.
  6. On the Project Details page, click the Actions button, then select Activate from the dropdown.
  7. Close the [Project Name] tab.
  8. On the Projects tab, click the Active filter option in the My Projects display window.
  9. Click the Search button.

The activated project will now appear in your list of projects in the Projects application, and if the project is open, it has been added to your list of active projects in the left navigation pane.

Setting All Projects to Active by Default

If project requests need to be activated once approved and staffed, be aware that there is a configuration setting that can change the default for all staffed project requests to create projects in an active state. 

To set the default for all to be active, an administrator should do the following:

  1. Open the Project app admin interface:
    1. Project Application Admins: In Work Management, click View Applications, select the Project application, click the gear icon in the top-right corner, then select Admin from the menu
    2. Global Admins: In TDAdmin, go to Applications, then select the Project application
  2. Click Settings in the left navigation.
  3. Check the box Convert requests to active projects by default.
  4. Click Save.
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