Project Request to Project.

Hello,


I am trying to set up a project request intake process. 

I have everything set up until I try to staff an approved Project Request so that it will become a project.

I am following the directions here (https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=8509) but I don't appear to have the options described.

I checked and I believe I have all of the required roles to perform this function but I do not see an option to select "Staff" anywhere.  Am I not looking in the right place or did I miss something setting it up?


Thanks!
Martha

Asked by Martha Smiley on Wed 6/1/22 12:40 PM
I have checked and I do have the permission "Staff Requests" under Project Requests. - Martha Smiley Wed 6/1/22 12:48 PM
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Answer (1)

This answer has been marked as the accepted answer
Martha Smiley Wed 6/1/22 1:23 PM

For anyone else looking I found the answer. 

You won't be able to edit TDxadmin where you set everything up. You have to go here.

 

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Hi Martha, I was just about to reply to your question when you posted about finding the correct location. Unfortunately TDAdmin does not allow for a project request to be reviewed through the workflow process and then converted into a ticket. That is *only* possible through the TDNext > Portfolio Planning application as that is the intent of that application once a project request is submitted for review. - Mark Sayers Wed 6/1/22 1:26 PM