Manage Project Access Requests

The 'Requests' screen enables senior project managers and project directors to review team join requests submitted by employees for various projects within their organization. Based on project requirements, they can approve or reject each request.

Note: Access to the Requests screen is restricted to users with project admit approval permissions.

To view the project team join requests

Ensure that you are in the 'Requests' screen of the project portfolio console. If not,

• Click the App Launcherand select Portfolio
• Click 'Requests' on the left

The screen displays a list of all join requests submitted by team members across multiple projects. Each request includes relevant details, helping you evaluate and take appropriate action.

The 'Default View' shows all the standard columns. However, you can customize the table by removing the columns you don't want to see, by right-clicking on the column header and deselecting the columns, and re-arranging the columns in the order you want to view. See Customize Columns in List Views for more details. Following is the list of all possible columns:

Standard Columns

• Project - The name of the project. 
• Project Manager - The principal project manager of the project from the organization that manages the project on Linarc. In the usual case, this is the PM from the general contractor. In cases where the project was created by other stakeholders and they have invited a general contractor, then the PM of the company that created the project is the principal PM. 
• Job ID - The unique alpha-numeric identifier for the project. The Job ID is useful in specifying the project when you are doing bulk actions, like uploading job cost data combined for several projects at once. 
• Project Start - The commencement date of the project.
• Project Location - The address of the construction site. 
• Requested on - The date on which the request was made.
• Requested By - The staff member who placed the request
• Status - Whether the request was accepted, rejected or pending
• Action - Allows you to approve or decline the request

Tip: Use the 'Search' box at the top left to find projects using any table value. For details on filtering, sorting, and downloads, see the sections below.

• Assess the requests and:
  • Click 'Approve' to authorize the request. Once done, the member can access the project from their portfolio.
  • Click 'Reject' to decline the request.

Search and filter options:

• Use the 'Search' box located at the top left to find baseline versions using any value from the table as search criteria 
• Right-click the column header and customize the display and order of the columns as you wish 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download as Excel Sheet

• Click the button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.