Approving or Declining a Project Request

To approve or decline a project request, the evaluator must:

  1. Enter the Portfolio Planning application.
  2. Click the "Project Requests" link in the left navigation bar.
  3. Change the search criteria to filter to the "In Workflow" status and click the "Search" button.
  4. Select the project request you wish to approve or decline.
  5. Click the "Actions" button and choose the "Approve Request" or "Reject - Decline Request" option as necessary.
  6. Add a comment and click the "Save" button.
  7. If the project request is approved, it can now be staffed. If the project request is declined, the creator is notified via email that the project request has been declined.

Details

Article ID: 3617
Created
Mon 2/2/15 4:11 PM
Modified
Mon 6/29/20 5:46 PM