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Reviewing Requested Projects

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When multiple project requests are submitted for review, the project management office or portfolio committee can meet to review submitted requests and determine project request approvals. To submit a project request for review, do one of the following:

  • Change the project status to Requested.
  • Complete the Business Case of the project and submit it for approval.
    For more information about completing a Business Case for a project, see "Creating a Business Case."

You can review requested projects in the following areas of Workfront:

  • Reviewing Requested Projects in a Project Report
  • Reviewing Requested Projects within a Portfolio

Reviewing Requested Projects in a Project Report

You can build a report for projects to see what projects have a status of Requested.

For more information about approving project requests by building a project report, see the "Approving the Business Case by Building a Project Report" section in "Approving a Business Case." 

Reviewing Requested Projects within a Portfolio

To review requested projects within a portfolio:

  1. Navigate to the portfolio whose requested projects you want to review.
  2. Click the Projects tab.
  3. Click the Requested Projects sub-tab.
    NOTE In addition to having a Status of Requested, projects must be associated with the selected Portfolio to display in this list.
  4. Click the name of a project in the list to open it.
  5. Select the Project Details tab.
  6. Do either one of the following:
    • Select the Business Case sub-tab, then click Approve or Reject in the Business Case Summary area to approve or reject the Business Case. 
      approve_or_reject_business_case.png
      The project status is changed to Approved if the Business Case is approved.
      The project status is changed to Rejected if the Business case is rejected. 
      NOTE There are no notifications that alert the user who submitted the approval of the business case whether their project request was approved or rejected. 
      Or
    • Change the status of the project to any other status in the Status drop-down menu.
      project_status_change.pngAll Approved projects are moved under the Active Projects sub-tab of the portfolio.

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This is linked here: 

- https://workfront.zendesk.com/hc/en-us/articles/115002750194 

- https://workfront.zendesk.com/hc/en-us/articles/216631728