Submitting an IT Project Request

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How To Submit a Project Request

Project requests are created in the Client Portal. When they've been created and submitted, they will be reviewed by the Project Management Office, IT Executive Team, and Cyber Security.  

Audience

Staff and Faculty

Environment

Teamdynamix.Marist.edu

Prerequisites

Access and sign in to the Client Portal at teamdynamix.marist.edu. Have all files ready for upload including HECVAT, SOC2, and any relevant technology documentation such as single sign on capability. 

Instructions

 

Creating and Submitting a Request

To create a project request in the client portal:

  1. In the Client Portal, search for or navigate to the "Request IT Project" service. 
  2. Click the "Submit Project Request" button to request the service. 
  3. The project request form will display. Fill in the required fields and any optional fields that are relevant. 
  4. Click Save at the top of the page. The Request Created Successfully page will display.
  5. Click Review and submit this request to view the unsubmitted request and provide additional information. 
  6. Incomplete sections will display in the left navigator. For each incomplete section, follow these steps:
    1. Click the section to review what information it is requesting. 
    2. If there is relevant information to add, add it in the section. 
    3. Click Save to save your work. 
    4. Click Mark Complete to verify the section is completed. 
  7. Click the "Review and Submit" tab and then the "Submit for Review" or "Mark Complete and Submit" button at the top.
  8. After the request has been submitted for the review, it will no longer be editable in the client portal.

 

Finding Your Created Requests

After you have finished creating a request, if you don't want to submit it yet (perhaps you have files to attach), you can save the section you are currently working on and close the window. To return to a saved project request:

  1. Go to the Services section of the client portal.
  2. Click the sub-navigation link for Project Requests.
  3. Find the request you wish to re-open.
  4. Continue working on the request.

You can also find submitted requests by viewing the Project Requests page. 

For Additional Assistance

Contact the PMO Office. 

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