Creating a Request

A request is a proposal for a possible workspace, submitted to an approval committee in your organization. With the appropriate permissions you can create a request in PPM from either the Projects tab or the Requests tab. (By default, team members and guests do not have permission to do this.)

To create a Request:

Open the Projects application or the Requests application.
Note: You only see the Requests application if you have the appropriate permissions or are included as a reviewer of a request.
On the Tab toolbar, click Create Request. The Create Request wizard opens in a new window.
Select the type of request you want to create.
If no request types have been defined, a message displays telling you this. You cannot create a request if there are no defined request types.
Click Next Step.
Provide the required information in the wizard.
The fields and data you enter depend the type of request you are creating and how the request type was defined by your PPM administrator. For example, type a Request Name.
Note: If your request type is using a Custom Display Name, the request name is not used, even though you are required to type one. The name of the request (called Name is the list view) is generated automatically.
Add any related documents by clicking Browse in the Upload Documents section.
Click Finish & Save.

Once a request has been created, it appears in the Requests application, and if the request type has an approval policy, notifications are sent to the specified approvers.