Request a Project

Using the Capital Requests form provides the ability to request a new project. All required information will be reviewed and approved/declined by designated Capital Request Reviewers. The Capital Request Reviewer has the option to have the Project automatically created based on the criteria in this form.

1. Go to View > Capital Projects > Capital Requests.

2. Click the green plus sign.

3. Click the Visible radio button to view other optional fields such as Suggested Supplier or click the Hidden radio button to view only the requires fields.

4. Fill out all field designated by an asterisk.

5. Enter details about your request in the Request Explanation field.

   • Use this field to request that the project be auto -created by the Capital Request form.

6. Click the Visible radio button to view other optional fields such as Suggested Supplier.

7. Click Submit Request.

   • If you are responsible for approving projects, you can click the edit button next to the request you just submitted > Corporate Data tab > Auto Create Project set to Yes > hover over Take Action > Save and Approve Request.