Create a Project Request

You can create a project request for contracted agencies.
Note: If the client organization is using preferred pricing for the engagement, the Create Project Request page contains a Preferred Pricing on Quotes section. For more information about completing this information, see Preferred Pricing Details on Quotes.
Note: If the client organization is using SOW templates to create documentation for the engagement, the Create Project Request page contains a SOW section. For more information about completing this information, see SOW.
  1. Navigate to the Home page in the MSP view.
  2. Click Requests.
    You can also use the Create Request section on the Home page. For more information about this section, see Quick Create Request.
  3. In the Add Request bar, configure the following:
    • Manager Name
    • Operational Unit - Automatically populated if there is no OpUnit configured for the client organization.
    • Request Type - From the drop down, select Project.
    • Previous Position - From the drop down, select a previous position as a template (if applicable).
  4. Click .
  5. Complete the request information in the following sections:
  6. Click .
  7. On the review page, confirm your project details, and click .