B-03 - Saving and resuming a draft project request

Description: 

How to save a draft and resume it later.

Prerequisites:

• You must have started a New Project Request (see B-02).

Steps:

1. At any point in the journey, select "Save and Exit" to save your draft.
2. This will trigger a ‘Submit New Project Request’ Task which can be found on your tasks page.
3. To resume, go to the projects page and open the draft (it shows with a status of In Draft) OR go to the tasks page and select the relative ‘Submit New Project Request’ task
4. Continue completing the New Project Request questions.

The Save and Exit button, and the Submit Project Request shown on the dashboard page with its In Draft status.

Tips and best practice:

• Save drafts regularly if you're gathering information from multiple stakeholders.
• Drafts have 90 working days before becoming overdue.

What happens next:

• A task is generated reminding you to complete and submit the New Project Request.
• The draft becomes visible on the projects page and can be reopened at any time.
• Stakeholders added during the draft stage can view the draft.

FAQs:

• Can multiple stakeholders collaborate on a draft? No - stakeholders added during the draft stage cannot access and collaborate on the New Project Request

Related guides: B-02, B-05, B-08