Portal Overview for Requesters

Accessing Your Portal

1. Select the project for which you need to make requests.
   • If you have access to only one portal within the project, selecting the project will take you directly to the portal.
   • If you have access to multiple portals, you will be taken to Your Portals which will allow you to select the appropriate portal.
   • If you also have Advance Type access, you will access your portal by first selecting the project, then navigating to Advance Types and Portals -> Portals. From there, select the portal you wish to make requests in. 

Portal Overview

Welcome & Intake Form

• At the top of the portal, you will see a Welcome in the toolbar. Here you will find customized informational messages from project leadership and advance type managers. These messages can be expanded and collapsed as needed.
• Below the messages, you may see an Intake Form section where project leadership may request details, such as your first day on site, on site point of contact, etc. Please Note: An intake form is used at project leadership discretion and may not appear in your portal. 

Intake Form (If Applicable)

• If an Intake Form is required click Please fill out intake questionnaire to complete the form.

Forms & Resource Requests

• Select Resource Requests in the toolbar.  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 Requests

• 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. 

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Event Schedule

• Select Event Schedule in the toolbar.  Here you will find schedules assigned to your portal. You can Hide Past Events, Filter to Activities Assigned to your Portal, and Print the schedule. If you have more than one schedule assigned to you they will appear in separate tabs on the page. 

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Access

• Select Access in the toolbar. Here you will see approvers and requestors assigned to your portal. 

• For more information on adding a requestor to your portal CLICK HERE

Need Help?

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