Manage project requests

Project administrators are typically responsible for reviewing and approving project requests. These requests are displayed in the Projects window under Unscheduled Projects. After reviewing a project request, you can use the toolbar buttons to:

• Change a project request to an active project

• Edit a project request

• Mark a project as viewed

• Mark a project as new

• Delete a project request

1. Log into the NPI client application.

2. Select Process Engineering  > Schedule Projects to display the Projects window.

3. Select a project in the Unscheduled Projects list.
   
   

   

   
   

4. To make a project request an active project, select the Make a Project button, review or update the project details in the Edit Project Information dialog, then select OK.
   
   

Note

Once you change a project request to an active project, you cannot change it back to a project request.

5. To edit the project request, select the Edit Project Request button, update the project details in the Edit Project Information dialog, then select OK.

6. To mark a project request as read, select the Mark as Viewed button.

7. To mark a project request as New, select the Mark as New button.

8. To delete a project request, select the Delete Project Request button.