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Planview Customer Success Center

Why am I unable to generate projects from a request?

If you are not able to generate projects from project requests, this is most likely due to enterprise level permissions for your role.

To be able to generate projects from requests your role must include, at a minimum, the following permissions: 'Can Review All Project Requests' and 'Create New Projects'. We would also recommend to enable 'Can Create Project Without Template', so the users are not forced to use a template and 'Create Top-Level Projects', enables users to create projects at the root of the hierarchy.

Please be aware that you must be an enterprise admin to make these changes.