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. ...

• 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 ...

• Manage and Review a Project Request (v8.xx)

  Depending on the workflow definition, each project request will follow a review and approval process. Different views are available to track project requests, such as the "My requests" view, designed to track the status of your personal requests. To ...

• Create a Timesheet (v8.xx

  Timesheets can be automatically created by the server at the beginning of each week. In this case, the timesheet will be automatically populated with a resource’s assignments for the upcoming week. Automatic generation of timesheets can only be ...

• Attaching Documents to a Project Request (v8.xx)

  As with all other forms in Geniusproject, it is possible to attach one or several files to a project request on the [Attachment] tab. To attach a file to a project request: Navigate to the [Attachment] tab labeled with the icon. Click on the "Choose ...