Create a Project from a Project Request (v8.xx)

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• Create a Project Request (v8.xx)

  To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "New request" from the contextual navigation menu. Otherwise select "Project request" from Create Tab. A new Project Request form will open. ...

• Create a Project Request (v10.xx)

  To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "All" from the contextual navigation menu. From the CREATE menu select "Project request". A new Project Request form will open. Header ...

• Create a Project from a Project Request (v10.xx)

  A new project can be created from a formally approved. In Cerri Project, this process is called "Promoting a project request".

• Promote (Convert) a Project Request into a Project (v10.xx)

  Once a project request has gone through the defined approval/revision workflow, it can be promoted from its approved state into a new project. The project request workflow defines who has the authority to promote a request to a project and from which ...

• Promote (Convert) a Project Request into a Project (v8.xx)

  Once a request has gone through the defined approval/revision workflow for project requests, it can be promoted from its approved state into a new project. It is specified in the definition of the Project Request workflow, who can promote a request ...