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

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 status a promotion can occur.


To promote an approved project request to a project:



  • Click on [three-dots - ellipsis] then Actions and select "Promote into project".





Since Cerri Project allows for the management of multiple project environments, users will be prompted to select the appropriate database when promoting a request. 

  • Select the correct "Projects" database.


Note:       If there is only one database, the default value of "Projects" will be correct.



  • Next, specify whether to use a template for the new project. 

  • If no template is being used, leave the field blank and click OK.




Cerri Project will automatically launch the project description document for the newly created project.


    • Related Articles

    • 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 ...

    • 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".