Strategic Facility Planning

Reference guides related to the following topics are available now.

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Assign Project Requests

The Assign Project Requests Reference Guide contains the following topics:

  • Overview of Project Request Review and Approval Process
  • Create Work Task Associated with Project Request
  • Create Projects
  • Project Record to PM

Create a RRC Portfolio Plan Concept

The RRC Portfolio Plan Concept Reference Guide contains the following topics: 

  • Definition of a Project Request & RRC Portfolio Plan Concept
  • Request a RRC Portfolio Plan Concept   
  • Access Project Request Form via Requests Tab   
  • Enter RRC Portfolio Concept   
  • Notes & Documents Tab    
  • Convert RRC to Project Request   
  • Track a Project Request    
     

Project Request Route and Approval Process

The Project Request Route and Approval Process Reference Guide contains the following topics:

  • Project Request (PR) Review and Approval Process
  • Project Request Action Options
  • Request Clarification on Project Request
  • Approve a Project Request
  • Escalate a Project Request
  • Return Project Request to Requestor
  • Reassign to Alternative Approver
  • Delegate Approver permissions

Project Requests

The Create and Track a Project Request reference guide contains the following topics:

  • Definition of a Project and Service Request, and a Resource Responsibility Center(RRC) Portfolio Plan Concept
  • Create a Project Request
  • Return a Project Request
  • Complete the Notes & Documents Tab
  • Track a Project Request