Reference guides related to the following topics are available now.
+
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