Project Request

Owned by Rashmi Likhite
Last updated: Jul 12, 2018
1 min read

This app helps you channel your incoming project requests through a formal approval process.


Workflow Steps:

  1. A new request enters the 'Feasibility Check' state. At this level, the request can be rejected for not meeting any organizational criteria or can be moved ahead into the 'Proposal Preparation' state.
  2. During the preparation state, there can additional information that is required. Here the request is in 'Needs Additional Information' state.
  3. Once the proposal is prepared, it is sent for Internal Review. At this stage, it can go back and forth with review comments.
  4. Once the Internal Review is completed, the proposal is sent to the customer. It is now in 'Proposal Sent' state.
  5. The customer can reject the proposal for certain reasons or can approve it for the next stages of the project. When approved, the request is in 'Approved' state.