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.

    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
      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.

      Change project status from dropdown

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