Header

Project request

Enter the detailed name of the request. This field will be used as the project name when promoting the idea. Mandatory.

Responsible

The person submitting the request or currently in charge of the request according to the workflow.

Please note that, when the project request is created, Geniusproject automatically fills the Responsible field with the current logged on person’s ID, the version number is set to "1" and the creation date is the current date.

Status

The current status of the request according to the workflow.

The default status will be defined by the workflow and the request will be assigned to the appropriate person.

Action

The action button used to change the current status of the request according to the workflow.

Deadline

Indicates whether the request is delayed according to the workflow.

Green = OK and Red = Not OK.

Modified

Creation date or the date of the last modification to the document.

Project Request Tab

Where you define the goal and time range of the project request.

Objective

Enter The objectives of the newly proposed project.

Planned start date

Enter the expected start date of the project if the request were to be approved and promoted to a project.

Planned end date

Enter the expected end date of the project if the request were to be approved and promoted to a project.

Rich text

Detailed description of the project request.

Participants Tab

You can assign a project (request) manager as well an internal and external team. You can assign live or generic resources to the project request.

Project leader

Select from the Resource list.

Internal Project team

Select from the Resource list.

External Project team

Select from the Resource list.

Classification Tab

Classify your request on the [Classification] tab. Here you will find up to 14 single or multi-value classification fields, depending on your setup. These classification groups are very helpful for reporting purposes.

Only 4 of them are static fields in Geniusproject: Type, Customer and Priority.

Type

Select the type of request. The list of available options is defined in the setup.

Customer

Select the customer associated to the request (if there is one).

Priority

Select the priority of request. The list of available options is defined in the setup.

…….

Any other classification according to setup.

Critical Success Factors Tab

The critical success factors section allows you to define how important and aligned a request is with your business as well as document any potential risks.

Budget

This information comes from a budget document created separately.

ROI

Enter expected return on investment for the project.

Workload

This information comes from a budget document created separately.

Project Ranking

This is a computed field. The value is computed using the weight and values of all of the critical success factors listed below. See: "Define critical success factors" and "Project ranking calculation" in the setup section. The higher the value the more important the project is for your organization.

Critical success factors (up to 10 fields)

Enter value according to critical success factors defined by your administrator. See Define critical success factors and project ranking calculation in the setup section.

Attachment Tab

To attach any necessary documents relevant to the project request.