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You can submit an Action Item Request 3 different very simple ways as follows: 

  1. Open your project and select Actions > Submit Action Item Request

  2. Open your project and select the shortcut to the Submit Action Item Request

  3. Right click on your project from any grid and select Actions > Submit Action Item Request

Additional Information on How to Create, Modify Action Items & More HereIn this section we will review all of the Actions you can take on a Project. You can find all of your available Actions in the top toolbar within a Project as shown below.

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You can also right click within any grid, such as the Current Opportunities grid shown below, to access the Actions menu.

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