Re-Evaluating a Project Request

If a project is being evaluated in a workflow and there have been changes in the project requirements, a Portfolio Planning user may need to restart the request evaluation. To re-evaluate a project request, the user must:

  1. Enter the Portfolio Planning application.
  2. Click the "Project Requests" link in the left navigation bar.
  3. Change the search criteria as necessary to include requests in a workflow. Select the "In Workflow" status filter. 
  4. Run the report.
  5. Select the project request you wish to re-evaluate.
  6. Click the "Actions" button and choose the "Assign to Workflow" option to choose a new workflow process.
  7. The project request can now be evaluated and edited again.

Details

Article ID: 3609
Created
Mon 2/2/15 4:05 PM
Modified
Thu 12/26/19 6:55 PM