Evaluating a Submitted Project Request

Portfolio Planning users may evaluate project requests that are assigned to their review. The user may edit project request details or assign the request to a workflow.

To edit a project request, the user must:

  1. Enter the Portfolio Planning application.
  2. Click the Project Requests link, change the filtering criteria as necessary to include submitted requests and run the report.
  3. Select the project request you wish to evaluate.
  4. Make any necessary changes to the appropriate section. You will need to un-check the "Mark Complete" button in the top right to make revisions, then click "Save."
  5. Mark sections complete when you are satisfied with all your changes.

To assign a request to a workflow, the user must:

  1. Enter the Portfolio Planning application.
  2. Click the Project Requests link, change the filtering criteria as necessary to include submitted requests and run the report.
  3. Select the project request you wish to pass along.
  4. Click the "Actions" button and choose the "Assign to Workflow" option.
  5. Select a workflow then click the Assign to Workflow button.

To approve a workflow step, the user must:

  1. Enter the Portfolio Planning application.
  2. Click the Requests Pending My Approval link in the left navigation bar.
  3. Select the project request you wish to mark complete.
  4. Make sure all project request sections have been marked complete as necessary.
  5. Click the "Actions" button and choose the "Approve Step" option.
  6. Enter a comment.
  7. Click the "Save" button.

To return a project request to the requestor for revision, the user must:

  1. Enter the Portfolio Planning application.
  2. Click the Project Requests link, change the filtering criteria as necessary to include requests in a workflow and run the report.
  3. Select the project request you wish to return to its requestor.
  4. Click the "Actions" button and choose the "Reject - Return to Requestor" option.
  5. Enter a comment.
  6. Click the "Save" button. This forwards the request back to its creator to make any necessary changes. The creator is also notified via email that the request needs revised.

To forward a project request for review outside of the current workflow step responsibility, the user must:

  1. Enter the Portfolio Planning Application.
  2. Click the Project Requests link, change the filtering criteria as necessary to include submitted requests and run the report.
  3. Select the project request you wish to forward for evaluation.
  4. Click the "Actions" button and choose the "Forward Request" option.
  5. Select a user to forward the request to. Note that requests can only be forwarded to other Portfolio Planning users for review. The intent of this functionality is to allow other Enterprise-licensed Portfolio Planning users to review requests whose workflows normally do not include.
  6. Enter a comment.
  7. Click the "Save" button.

Details

Article ID: 3608
Created
Mon 2/2/15 4:05 PM
Modified
Mon 6/29/20 11:20 PM