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Planview Customer Success Center

Can I preselect a Project Manager in a Project Request?

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You cannot preselect a Project Manager in a Project Request, however, there is an alternative.

If you want the Project Requests to list whom should be the PM for a project you can create a custom field (such as a text field or a pick list) to add to a Project Request Type.

This will give people the option to list who they will want to be a PM.

It is good to note that this will not preclude selecting a PM when generating a Project from a Project Request. That action will still have to take place.