The following information goes over the process for the project management team to take with submitting a credit request and what to expect afterwards.
Credit Request Form Link: Microsoft Forms
The credit request form process is in place so that our leadership team has basic documentation for each credit request as well as basic reporting around the team members involved and the context behind the request. The data from these credit requests will also be included in quarterly reviews as an additional data point.
If your project might require a credit, there are some steps that you will need to take first before submitting the credit request.
The information that is needed for the credit requests are as follows:
Please fill out as many details as possible in the credit request form.
The Operations team checks daily for new credit requests and follows up with the CEO, COO, and CAO with any new credit requests. If the request is approved, the Operations Team will post the approval notification on the PM team member's Invoicing channel on Teams. The credit will typically be applied in the CRM within 24 hours of approval. The PM Team member will be responsible for making updates to the project in EP.
If you are waiting on a credit request to be approved and don't get an update from the Operations team within 2 business days, please reach out to any Operations team member and we will check in on your credit request.