Standard Professional Advanced
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Client Project Request

 

Submitting a Project Request (Clients only)

  1. Click Projects Manager on the left nav bar then click New Project Request.
  2. Enter information within the Title, Description, Start, Due Dates and Budget as required.
  3. Click FINISH to submit the project request.
  4. The request will be shown in the Project Requests section within Projects Manager until it is accepted or declined.
  5. To make changes to the request click the Edit icon or click the Delete icon to remove it.

Approving or Declining a Project Request (Staff only)

  1. Click Projects Manager on the left nav bar then click Project Requests.
  2. To approve the request, click on the Project Request Title or Edit icon then follow the usual process for Editing a Project
  3. To decline the request click Delete .
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