Project template Request tab

The Request tab is available only in Project templates. Use this tab to set up the following for all requests created from this template.

Request recipients or how request recipients are designated.

The order in which recipients receive request notifications and in which they must respond to requests.

The amount of time recipients have to respond.

The way re-approvals are handled.

The Rule Builder on a project template or the Request tab of a project template allows you to set up a condition or series of conditions that determines what recipients receive a project request. Note the following.

A project request based on a template that has recipient rules uses all of the rules you set up with the Rule Builder.

If you change the recipient rules in the template, if affects the behavior of all existing requests based on the template. Any other changes you make to a project request template are reflected only in new requests created from the template, not to existing requests based on that template.