Project Requests
How to create, view, filter, edit, and manage project requests.
Overview
Project requests are the core of NIP. External organizations, government bodies, corporates, and individuals submit requests for social-impact projects. The Partnership team enters these into the portal for evaluation and processing.
A request flows through three broad stages, each described later on this page or in the 7-Step Workflow:
- Intake — a request is created (manually or via bulk upload) and starts in Pending status.
- Triage — an admin assigns the request to a manager and a team, and it moves to In Progress.
- Processing — the assigned team takes the request through the 7-step workflow until it is Approved, Rejected, or Converted.
Viewing Requests
Navigate to Requests from the sidebar to see the full requests table.
Table Columns
| Column | Description |
|---|---|
| S.No | Auto-generated serial number |
| Project Title | Name of the proposed project |
| Focus Area | Category (Education, Healthcare, etc.) |
| Org Type | NGO, Corporate, Individual, Government, Trust, Foundation or Other |
| Organization | Requesting organization or individual |
| Status | Current status (Pending, In Progress, Approved, Rejected, Converted) |
| RAG | Aging badge — Green / Yellow / Red based on the configured SLA window |
| Current Step | Which of the 7 workflow steps the request is currently sitting at |
| Requester Email | Contact email captured during intake |
| Requester Mobile | Contact phone number |
| Created | Date the request was entered |
Status Badges
Each request shows a colored status indicator:
| Status | Color | Meaning |
|---|---|---|
| Pending | Gray | Newly entered, awaiting triage |
| In Progress | Blue | Being processed through the 7-step workflow |
| Approved | Green | Approved for project conversion |
| Rejected | Red | Declined — does not meet criteria |
| Converted | Purple | Successfully converted to an active project |
Filtering & Search
The requests table supports rich filtering, all of which is reflected in the URL so you can bookmark or share filtered views:
- Search / Title — free-text search on the project title
- Status — multi-select: Pending, In Progress, Approved, Rejected, Converted
- Focus Area — multi-select of configured focus areas
- Organization Type — NGO, Corporate, Individual, Government, Trust, Foundation, Other
- Organization Name — free-text on the requesting organization
- RAG / SLA — multi-select Green / Yellow / Red aging buckets
- Workflow Step — multi-select to find requests parked at a specific step (1–7)
- Financial Year — multi-select financial years
- Sort — any column can be sorted ascending or descending
Creating a Request
- Click the + New Request button on the Requests page.
- Fill in the required fields:
| Field | Required | Description |
|---|---|---|
| Project Title | Yes | Descriptive name for the project |
| Focus Area | Yes | Select from predefined categories |
| Description | Yes | Detailed project description |
| Project Duration | Yes | Estimated duration (number) |
| Duration Unit | Yes | Days, Weeks, Months, or Years |
| Project Location | No | City/region where project will run |
| Address | No | Full address |
| Impact Requested | No | Expected beneficiaries and impact |
| Tentative Start Date | No | Planned start date |
| Request Input Date | Yes | Date the request was received |
| Financial Year | No | e.g. "2024–25" — used for FY filtering and reporting |
| Internally Referred By | No | Nirmaan staff who referred the request |
| Type of Organization | Yes | NGO, Corporate, Government, Trust, Foundation, Individual, Other |
| Organization Name | Yes | Name of the requesting organization |
| Requester Email | No | Contact email |
| Requester Mobile | Yes | Contact phone number |
| Extra Details | No | Any additional information |
| Attachments | No | Optional supporting files — see Attachments |
- Click Submit to create the request with Pending status.
Duplicate Detection
The system automatically detects duplicates based on a combination of:
- Project Title
- Organization Name
- Requester Email
If a matching record already exists (case-insensitive, whitespace-normalized), you'll receive a warning.
Viewing Request Details
Click on any request row to open the detail drawer on the right side. This shows:
- All request fields
- Current status and history
- Assigned team information
- Workflow progress (if applicable)
Editing a Request
- Open a request's detail view.
- Click the Edit button.
- Modify the fields as needed.
- Click Save to update.
Bulk Upload
For importing multiple requests at once:
- Click the Bulk Upload button.
- Upload an Excel or CSV file with the required columns.
- The system validates each row individually — invalid rows are skipped while valid rows are inserted.
- A summary shows how many were created, skipped, or had errors.
Assigning a Team
Super Admins and Organization Admins can assign a request to a department team and (optionally) to a specific user as the partnership manager:
- Open the request detail view.
- Click Assign Team.
- Select the team from the dropdown (HR, Finance, Technology, etc.).
- Optionally pick a specific user as the assignee.
- The request will appear in that team's department view.
Attachments
Files can be attached to a request from the detail drawer:
- Maximum size: 25 MB per file.
- Allowed extensions:
.pdf,.doc,.docx,.xls,.xlsx,.csv,.ppt,.pptx,.txt,.jpg,.jpeg,.png. - Attachments are stored in object storage and are accessible to anyone with permission to view the request.
Department View
Department Heads see requests assigned to their team at /dashboard/requests. This filtered view only shows requests assigned to the teams the user belongs to.
Once a request has been assigned and moved to Under Review, the assigned team drives it through the structured workflow described in 7-Step Workflow.