Planning Process - New Project Proposal

Summary

This article provides instructions on how to submit a project request as part of the planning process.

Body

Navigate to the Team Dynamix Client Portal Site

Client Portal Home (teamdynamix.com)

When you click save, you will be presented with the following screen.

When you click “Review and Submit…”, you will be presented with the following screen.

Click on “FILES”

After clicking “Mark Complete”, you will be presented with the following screen.

After clicking “Review and Submit”, you will be presented with the following screen.

When you click “Submit”, you will be presented with the following… clicking OK submits the request, clicking CANCEL allows you to modify or withdraw your request.

Details

Details

Article ID: 137090
Created
Tue 3/15/22 11:29 AM
Modified
Tue 3/15/22 12:46 PM

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