Submitting Project Requests

Project requests are created in the Client Portal. When they've been created and submitted, they will be reviewed by the project request evaluator in Work Management. 

Creating and Submitting a Request

To create a project request in the Client Portal, the user must:

1. In the Client Portal, search for or navigate to a service that allows you to create a project request. 
2. Click the top-most button, “Request Service”, to request the service. Note that the text on the button may vary depending on your organization’s settings.
3. The project request form will display. Fill in the required fields and any optional fields that are relevant. 
4. Click Save at the top of the page. 
5. On the Request Created Successfully page, click Review and Submit to view the unsubmitted request and provide additional information. 
6. Incomplete sections will display in the left navigator. For each incomplete section, follow these steps:
   1. Click the section to review information it requests. 
   2. Enter any required or relevant information to each section. 
   3. Click Mark Complete to verify the section is completed.
      • If you need to save progress on a request to return to later, make sure to Save your work or Mark it Complete. In-progress requests can be accessed on the Project Requests page of the Client Portal.
   4. Click the next section in the navigator. 
7. When finished, click Review and Submit in the navigator.
8. Click the Submit or Mark Complete and Submit button at the top.
   • If you use the ‘Mark Complete and Submit’ option, you will be prompted to confirm that the sections are complete.
9. Once the request has been submitted for review, it will no longer be editable in the Client Portal.

Finding Your Created Requests

You can access all of your submitted and unsubmitted requests on the Project Requests page of the Client Portal.

To return to a saved project request:

1. Go to the Services section of the Client Portal.
2. Click the sub-navigation link for Project Requests.
3. Find the request you wish to reopen.
4. Review or continue working on the request. 

Creating a Project Request from Work Management

To create a project request from a Portfolio Planning application in Work Management (TDNext):

1. In Work Management, navigate to View Applications > Portfolio Planning.
2. Click New Project Request, and select the Client Portal application for the project.
3. A New Request form will open in the Client Portal. From here, follow the steps above for Creating and Submitting a Request.