Create, edit and delete a request – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

Create, edit and delete a request

Create a new request

  1. Go to Projects & services > Requests.
  2. Click New Request.
  3. Add Subject, Start, Deadline, Responsible, Contact/Account and Project.
  4. Add other necessary information and click Save as new.

Note: After saving the request, a request ID is automatically generated.

Edit a request

  1. Go to Projects & services > Requests.
  2. Edit a requests either by:
    • Click on the request and in the summary page click Edit or
    • Click the pencil icon of the request you want to edit.
  3. After you have done the changes, click Save.

Delete a request

  1. Go to Projects & services > Requests.
  2. Delete a request either by:
    • Click on the checkbox of the request you want to delete and click Delete or
    • Click the Subject of the request and in the summary page click Delete.
  3. Click Delete.
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