Project Demand, Project Requests
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 ...
Review and Evaluate Project Requests (v8.xx)
Throughout the review cycle of the project request, the different stakeholders can modify or complete the request, depending on the workflow. Geniusproject also offers tools to evaluate the different requests and choose the best ones. In order to ...
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 ...
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 ...
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. ...
Project Requests in Genius Project (v8.xx)
Many companies face the challenge of having to deal with high volumes of project ideas either in progress or on hold, making it difficult to manage priorities. It is imperative to tackle each problem at the root and to sort and define priorities ...