Missing Project Request in Portfolio Planning Workflow
A recently received project request that was returned to the requester for additional information is now missing from the "Project Request Reports - Not Submitted Request" workflow.
While the project request can still be found by searching using the request name, requester, and/or department names, and is visible on the admin side, no adjustments can be made to it. The only available option is to change the requester's name. Any assistance with this issue would be appreciated.
Best,
Ida
Asked by Ida Jones
on Tue 7/9/24 2:27 PM
Sign In to leave feedback or contribute an answer
Answer (1)
This answer has been marked as the accepted answer
Mark Sayers
Tue 7/9/24 2:44 PM
Hello Ida,
Was the project ever re-submitted by the requestor?
Sincerely,
Mark Sayers
Sr Support Consultant, CS
No feedback
It wouldn't be able to undergo the workflow process until it is resubmitted.
- Mark Sayers
Tue 7/9/24 2:44 PM
Thank you, Mark.
IT can be closed. As you mentioned, once the requestor re-submits, it is visible in the workflow.
This is interesting. Returned project requests are usually available under the Portfolio Planning Project Request Reports "Not Submitted" workflow. Is there any change with the new TDX version?
Best,
Ida - Ida Jones Tue 7/9/24 4:48 PM
IT can be closed. As you mentioned, once the requestor re-submits, it is visible in the workflow.
This is interesting. Returned project requests are usually available under the Portfolio Planning Project Request Reports "Not Submitted" workflow. Is there any change with the new TDX version?
Best,
Ida - Ida Jones Tue 7/9/24 4:48 PM
You may be able to see them when filtering by unsubmitted requests, but no request can be "in a workflow" until they have been submitted again.
- Mark Sayers
Tue 7/9/24 4:59 PM