Submitting IT Budget & Project Requests

Overview

IT Budget and Project requests can now be submitted through the client portal.

Creating and Submitting a Request

To create a project request in the client portal:

1. From the ITS Project & Budget Requests screen, click on IT Budget Request button.
2. You will be taken to a page describing the request type in more detail. Click “Begin Request” button to begin entering your budget request.
3. Complete all of the required fields and any optional fields (if applicable).
4. Click Save at the top of the page. The Request Created Successfully page will display. This project request has been successfully created, but it has not yet been submitted for review.
5. Review and submit this request.
6. After the request has been submitted for review, it will no longer be editable in the client portal.

Finding and Editing Technology Proposal Submissions

1. You can save a draft of your budget request at any time and return to work on it later if you have not yet submitted it for review. To return to a saved project request:
   1. Click on the Services tab on the main menu bar at the top of the client portal.
   2. Click the Project Requests tab on the sub-menu.
   3. Find the request you wish to re-open and click on the name of the request.
   4. On the left hand side of the page click on "General" link.
   5. Click on the “Mark Incomplete” button, edit the request, and then click the “Mark Complete” button.
   6. Review and submit this request, click submit
   7. After the request has been submitted for review, it will no longer be editable in the client portal.

Withdrawing Technology Proposal Submissions

If you wish to withdraw a technology proposal, please contact Mary Jo Callahan, mcallah8@naz.edu; 389-2084.