B-02 - Starting a New Project Request

Description: How to open a New Project Request and work through the question journey.

Prerequisites:

• You must be logged in as a Buyer with the New Project Request button available to you.

Steps:

1. Go to the dashboard or the projects page.
2. Select "New Project Request".
3. Enter the project title (the first field in the form).
4. Complete the mandatory (*) questions presented throughout the form.
5. Upload your specification and supporting documents during the process (see B-04).
6. Use the progress bar to track completion of the required questions by stage.
7. Save a draft to complete later (see B-03), or submit for approval (see B-05).

The New Project Request button on the dashboard/projects page, the project title field, and the progress bar.

Tips and best practice:

• Tooltip guidance is available throughout the form to explain fields and requirements.
• Adding detailed & accurate project information helps speed up review and approval.
• Complete all mandatory questions carefully to avoid delays.

What happens next:

• Your answers are saved automatically as you navigate between sections within the same session. To store them long term, use Save and Exit (see B-03).

FAQs:

• I don't have all the information yet. Save your progress as a draft and return later.
• I need clarification while completing the form. Raise a query directly within the New Project Request journey (see B-11).

Related guides: B-03, B-04, B-05, B-08, B-11