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PDWare Customer Success Center

Project Intake and Initiation

This article explains the intake process in ResourceFirst, including how to request a project initiation, how to review initiation requests, and how to approve them.

Initiate Project

Project Initiation Request Overview

Users with rights to add projects to the project list (P2 or above) can create projects directly on the Projects > Data page. Users without rights to add projects to the project list can request the initiation of a project.

Initiation requests are maintained in a separate area (the Projects > Initiation page) where required planning data can be entered to support an approval decision. Initiation request projects do not appear anywhere else in the system.

Project forms defined in the Administration area are available for entering data on the initiation page. This is how the case is made for approving the project for the project list. The originator, the user identified as the project manager, and any user with P2 or above node rights can edit fields. The user must click the Save icon to save these changes to the database.

Labor and financial assignments cannot be created for projects on this page.

Other users with appropriate rights (P2 or above) can approve or reject these requests.  Rejected requests are removed from the pending initiation list. Approved requests immediately show up on the Project Data page and have been automatically saved to the database.

To submit a project initiation request:

From the Project Data page, click the “+” icon to open the dialog and click the Initiate button, not the Add button.

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From the Initiation page, click the “+” icon to open the dialog.

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Enter a project OBS node and new project name and click the Initiate button.

Select the new project request in the left pane of the Initiation page.

Select the appropriate initiation form if it is not showing already.

Enter data that is available at this time in the form and click the Save icon in the upper right of the page.

During subsequent sessions use any of the project forms to enter data required for an approval decision.

Inform your approver by some method that the request is ready for approval review.

 

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Please note that initiated projects do not appear on the Data page until they are approved. Until then, they appear on the Initiation page, where they can be approved or rejected by an authorized user.

To Edit the Attributes of the Proposed Project

The originator, the user identified as the project manager, and any user with P2 or above node rights can edit fields. The user must click the Save icon to save these changes to the database.

To Approve/Reject an Initiation Request

A user with edit rights (P2) to the project OBS of the requested project can approve or reject it.

Review the request by looking at one or more of the project forms available on the Initiation page.

With the request selected, click the “X” icon at the upper left to reject the request or click the
P” checkmark icon at the left upper middle to approve it.

The request is removed from the list as soon as one of those icons is clicked.

If approved, the project appears immediately in a row on the Project Data page.

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