Creating a Project Plan Request

Once you have made your way to the Diversity Project Management app dashboard, you will be able to create and submit a new diversity project plan request that will be sent to a specific developer or general contractor. 

The key components necessary to be able to submit a new request are 

• Project Name
• Project Documents
• Project Descriptions
• Budget Estimate (Internal)

Creating a new Request 

Step 1 - Navigating to the Digital Project Management app will bring you to the Subcontract Plan Console (see the left of your screen). From here, select +New Subcontract Plan Request to start a new plan.

Step 2 - Search for your developer/general contractors name in the search bar. The name should show up in a dropdown for you to select if said supplier has been entered into your system prior. 

Step 3 - Click on the Create Subcontract Plan Request button once your developer/general contractor has been selected.

Step 4 - Complete all required information in the form. Required info is designated by a red asterisk (*). Once filled out, select Send Subcontract Plan Request. You will be asked to confirm your intent to notify your Developer/GC of this new plan request by clicking Yes. 

Step 5 - Next search for a specific contact person representing your Developer/GC. If their information is not already available in the system, you may add a new contact. The system will ask you to confirm your invitation by selecting Notify Subcontractor.

Step 6 - Once your invitation is complete, navigate bak to your Subcontract Plan Console to confirm/view that your new project request has been added to your dashboard.