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 to a project and which status it can be promoted from.
To promote an approved project request to a project:
Since it is possible to manage multiple project environments using genius Project, users will be prompted to specify which database the request is being promoted into.
Note: If there is just one then the default value of Projects will be correct.
Next specify whether to use a template for the new project.
If not using a template, leave the field blank and click OK.
Geniusproject will automatically launch the new project description document for this new project.
Related Articles
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 ...
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".
Create a Project from a Project Request (v8.xx)
A new project can be created from an idea that has been formally approved. In Geniusproject this is called "Promoting a project request".