Navigating the Portal and Approving Portal Requests for Portal Approvers

Accessing Your Portal(s)

To access your portal in AMP, log in and select the project you are working in. Then, select the appropriate portal.

• If you have access to only one portal within the project, you will be taken directly to it upon selecting the project.

• If you have access to multiple portals, you will be prompted to choose one from a dropdown list.

You can find more information on accessing a portal in AMP HERE.

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Viewing and Managing Portal Users

Once inside the portal, you will see a list of Approvers and Requesters displayed on the right side of the portal home screen.

To Add a Requester:

1. Click "+Add" under the Requesters section.

2. If the user has previously been added to the portal, they will appear in the Past Requesters list. Simply select their name and click "Submit."

3. To add a new requester, choose "Add New Requester" and click "Submit."

4. Use the search function to locate the requester by name or email address.

5. If the user has not previously been added to an AMP project, enter their email address and select "Add user via email address."
   The user will now appear in the list of requesters.

    

   Note: Approvers in the portal do not need to be added separately as requesters. Their role already includes the necessary permissions to request resources.

To Remove a Requester:

1. Click the requester’s name in the list.

2. In the requester’s permission settings, click "Remove."

Messages & Key Contacts

• At the top of the portal, you will find a Messages section. The content of these messages varies by project, as project leadership and resource owners can customize messages for portal users.
• Below the messages, you may see a Key Contacts section where project leadership may request details, such as your on-site point of contact.

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Intake Form (If Applicable)

• If an Intake Form is required, it will be located beneath the Key Contacts section.

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Forms & Resource Requests

• Below the Intake Form is the Resources Available for Request section. Here you will find forms for you to complete and resources available to request.

Submitting a Resource Request

1. Click on the desired resource to open its request page.
2. At the top of the page, you will see resource-specific instructions.
3. Click "New Request" to begin.
4. Depending on the resource, you will:
   • Select the items you need.
   • Answer the form questions requested by the resource owner.
5. Click "Next" to review your information.
6. If everything is correct, click "Submit for Approval."
7. If you need to make changes:
   • Open the request and click "Revert to Draft."
   • Select "Edit this Request."
   • Make your changes and resubmit for approval.

Viewing Your Request

• Any submitted resource requests will appear in the requests List at the bottom of the resource page. There are two sections, a summary of all the requests for the resource and a requests tab containing all requests for the resource. 

Resource Request Status

Each Form and Resource in AMP has a designated Request Status, which helps resource owners understand your progress in the request process.

To update the status:

1. Select the resource.

2. Click "Update Status" under the Request Status section.

There are four request statuses—two are system-driven and three are editable by the requester.

System-Driven Statuses

These are automatically updated by the system:

• No Activity – No requests have been created for this resource.

• Work In Progress – At least one request has been created for this resource.

Editable by the Requester

These statuses can be manually selected by the requester:

• Not Needed – This status will display if you select My advance will not be making requests for this resource.

• Work In Progress- This status will display if you select My team intends to make one or more requests for this resource. 

• Completed – This status will display if you select My advance has finished making requests for this resource. (Note: This option will only be available after a request has been submitted for the resource.)

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Approving Requests as a Portal Approver

As a portal approver, you can approve requests either directly from the portal or through the Approvals Dashboard.

Approving from the Portal

To approve a request from the portal:

1. Navigate to the appropriate resource.

2. Select the request you want to review and approve.

3. Once the request is open, you’ll be able to review:

   • The items requested

   • Form responses

   • Submitted by (user name)

   • Submission date

   • The current approval pipeline

4. When you are ready to approve the request, click the "Approve" button at the bottom of the request page.

Approving from the Approvals Dashboard

To approve requests from the Approvals Dashboard:

1. Navigate to your Approvals Dashboard.

2. Use the available filters to sort your pending approvals by Project, Resource, Advance Type, and Portal.

3. From the filtered list, select the request you wish to review.

4. Once the request is open, you can review:

   • The items requested

   • Form responses

   • Submitted by (user name)

   • Submission date

   • The current approval pipeline

5. When you're ready to approve the request, click the "Approve" button at the bottom of the request page.

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Need Help?

If you're experiencing technical issues, email amp@c3presents.com with a summary of your issue.