Help with Submitting a Project Request Form
This article provides some detail on how to successfully submit a project request. It was based from submission of an L&IT form, but should also apply to any form type for a project request. You can click to enlarge any graphics or images in this document.
Step 1
Click on the button to initiate the process. There is a button for each type of project request currently offered
Step 2
You will be presented with a form to fill out. Forms may be organized differently and present different information. Required fields are marked with a red asterisk (indicated by a red arrow). Many forms have help text that assists with how to fill out sections, and this help can be expanded or hidden as needed (indicated by a red box). Additionally, help can be individually expanded on each question by clicking the question mark icon at the end of the field name.
If you are unsure of what to put down in a field, simply fill out only the required fields and leave the others blank
Step 3
When you are finished, return to the top of the form and hit "Save"
Step 4
You will see a message stating the form needs further action. Click "Review and Submit"
Step 5
You will now be presented with what you populated and asked to review and finalize.
(1) The Business Case section is where you can submit the request, save it for further review, or withdraw it entirely
(2) The General section is where you can review all fields you populated. If you need to edit something, click "Mark Incomplete" then provide edits. Once done, click "Save" and then "Mark Complete"
(3) The Review and Submit section can also be used to submit the request, as previously covered in the Business Case area
(4) If you need to add an attachment, it can be done in this section at this time
Once you have reviewed and are ready to finalize, click "Submit" in either the Business Case or Review and Submit sections. You may need to click 'OK" if prompted to continue. You will not be able to edit this request further once this is done.
Step 6
Once submitted, you can either view your request, view the service catalog, or view your other requests that you've submitted.
Once these steps have been completed, a member of L&IT will respond to your request and work with you to craft a Project Charter, which may then undergo a governance review.