Tracking Original Requesters on Project - Review Licenses

[ayae9457428]

Hi all - my company just launched WF today (yay!) and I ran into a question that I'm wondering if I can get answered in this group. When I convert a request into a project, how are you all documenting the original requester on the project? I know they have permissions to the project still but I need to document who the original requester is somewhere visible so my designer knows who to proof out to. I tried to list them as the project sponsor but I received an error that the system admin (me) has restricted access to edit projects. Assuming because they have reviewer license, not work. I'd love to hear from other agencies or in-house creative teams on how they are handling this with requesters/reviewers without having to upgrade licenses. Thanks! Aya Elsoukkary, Creative Operations Floor & Decor

[AdinaPi1]

All of our requesters have Review licenses, and we use the Sponsor field on the project to keep track after converting from an issue. We do not give our requesters access to the project though (project access is turned off, and we remove the sharing) Adina Pierce

[SkyeHa]

We convert to a project but keep the issue open (completing the project will resolve and close the issue). Anyone who wants to communicate with the original requestor travels back through the link between the project and the issue, and talks to them in the issue space. -skye

[IngridLa1]

We added a "Requester" field to a custom form that is filled out for each project. Ingrid Laub Turner Broadcasting System, Inc.

[Christina_Jarosz]

The project sponsor field is what you are looking for - this is what we use. We consider this our stakeholder field. We then have stakeholder dashboards that allow the stakeholders to see their active projects and milestone views based on if they are a sponsor of a project or not. You will get the error when assigning them as a project sponsor because of their license type, but they can still be assigned it as a role and your project users (i.e. workers) can see that information in the project details section of the converted project. Good luck! Christina Jarosz Ascensus