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Review Requested Projects

Last update: Wed Dec 07 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

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. Project requests display as projects with a status of Requested in Adobe Workfront.

You can submit a project request for review by doing 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 Create a Business Case for a project.

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

  • In a project report
  • Within a portfolio

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*
Business or higher
Adobe Workfront license*
Plan
Access level configurations*

View access or higher to Portfolios

Edit access to Projects

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

View permissions or higher on the portfolio

Manage permissions on the projects to update their status

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Review 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 Approve a Business Case.

Review Requested Projects within a portfolio

  1. Go to the portfolio whose requested projects you want to review.

  2. Click​ Projects in the left panel

  3. From the Filter drop-down menu, select Requested.

    Only projects with a status of Requested display in the list.

    note tip
    TIP
    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. Click Project Details in the left panel.

  6. Do either one of the following:

    • Click  Business Case, 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 note
      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.

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