I would like to open the forum to discuss how other Daptiv customers are using the project request process.  We have been using the process to workflow project requests but want to find out how other customers have added specific custom fields to assess priority, capture request notes, indicate other "status" of the request in addition to it being pending/approved/declined.

We are trying to determine the best use of Daptiv to support a proposed Project Request methodology.  We have come up with a process, but are a little stuck in how to implement it because the only Statuses available in Daptiv are Pending, Approved and Declined.  We want to be able to add project requests in a Pending state, but explicitly state which ones are ready for review by the Steering Committee.  Additionally, for some project requests we may want to form work groups to further study them and not decide right away on approval.  We'd like these captured as a specific status as well.  We could use custom fields, but the problem is those fields carry forward to the project and make no sense on the project level.  Does anyone have any thoughts that could help us on a process and/or implementation of Project Requests in Daptiv?

 I did have one customer that also did not like the carry over of the custom field that was only used during the request stages.  Given their process however they found it acceptible to make the last option of that field 'generate project' which was set post approval.  The other field options were similar to your use where the pending request moved through various stages.

Unless your process allows for some other way of indicating a project is ready (very limited) this might be your only option.  One other customer had a request view that didn't show a request unless it had a pending status, estimated hours more than zero & capacity planned which were the final stages of their review process.  But that might be too simple of a process flow for what you need.

Help..is there any way to create a project request form WITHOUT selecting a project type or having a generic project type, then converting it later BEFORE it becomes a project?