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Project request

Enter the detailed name of the request. This field will be used as the project name when the idea is promoted. This is a required field.

Responsible

This refers to 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, Cerri Project automatically fills the Responsible field with the ID of the logged-in user, sets the version number to "1," and assigns the current date as the creation date.

Status

Indicates the current status of the request according to the workflow.

The default status is set by the workflow, and the request will be assigned to the appropriate person accordingly.

Action

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

Deadline

Indicates whether the request is on track according to the workflow.

Green = OK (on track), Red = Not OK (delayed)

Modified

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

Project Request Tab

This is where you define the goal and time frame of the project request.

Objective

Enter the objectives for the proposed project.

Planned start date

Enter the expected start date for the project, should the request be approved and promoted to a project.

Planned end date

Enter the expected end date of the project, should the request be approved and promoted to a project.

Rich text

Enter a detailed description of the project request.

Participants Tab

You can assign a project (request) manager as well as internal and external team members. You can allocate 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

Use the [Classification] tab to categorize your request. Depending on your setup, you can access up to 14 single or multi-value classification fields. These classifications are essential for reporting purposes.

Type

Select the type of request. Available options are predefined in the setup.

Customer

Select the customer associated with the request (if applicable).

Priority

Select the request’s priority. Available options are predefined in the setup.

Other

Additional classification fields are available depending on your setup.

Critical Success Factors Tab

This section allows you to define the importance and alignment of a request with your business goals, while documenting potential risks.

Budget

This information comes from a separately created budget document.

ROI

Enter expected return on investment (ROI) for the project.

Workload

This information also comes from a separately created budget document.

Project Ranking

This is a computed field, calculated based on the weight and values of all the critical success factors listed below. For details, refer to "Define critical success factors" and "Project ranking calculation" in the setup section. The higher the value, the more significant the project is for your organization.

Critical success factors (up to 10 fields)

Enter values according to the critical success factors defined by your administrator. Refer to "Define critical success factors" and "Project ranking calculation" in the setup section.

Attachment Tab

Attach any necessary documents related to the project request.