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Note
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Your NPI user role must include rights to Task Flow Templates and Tasks before you can request projects. See Create and manage roles and permissions for more information.
Log into the NPI client application.
Select Process Engineering
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> Schedule Projects to display the Projects window.Under Unscheduled Projects on the left side of the window, select the Create Project Request
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button.Enter a Project Name.
If applicable, select the customer this project will be created for from the Customer drop-down.
Enter a Description of the project you are requesting.
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To enter a start date for the project, turn on the Request Scheduled Start check box, then use the drop-down to select a project start date from the calendar.
To enter an end date for the project, turn on the Request Scheduled End check box, then use the drop-down to select a project end date from the calendar.
To specify a fulfillment (ship) date, turn on the Desired Fulfillment Date check box, then use the drop-down to select a fulfillment date from the calendar.
If this project requires any special instructions, enter the details in the Special Instructions field.
To import files or folders containing project-related information to the project request, select the File Vault tab.
Select the Add Files
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- button, locate and select the file or folder you want to import into the project request, then select OK.
The file or folder you selected is imported into the project request and ready for review.
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select OK to finish importing the files.
Project requests appear in the Unscheduled Projects list.
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To change your project request, select the Edit Project Request
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