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1. Overview |
Main functionality of this area is to facilitate project managers to manage change requests (add/edit/delete) regarding a particular project.
In order to navigate to the change request section, select the relevant project and click on the ‘Change Request’ Change Request tab.
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Note: Change Request’ tab will be visible in the project hub only if the Change Request functionality is activated for your organisation. |
2. View Change Requests |
In order to view change requests created for the project, you should have ‘View’ project position permission for ‘Project Change Request’ enabled. If you do not, you will get a ‘No sufficient privileges granted to view details’ message displayed within this section.
Also, if the change request workflow is not configured, the message ‘Change request workflow has not been configured. Please contact administrator’’ administrator’ will be displayed.
If you have relevant permission, change requests logged for the selected project will be displayed in a summary grid.
The summary grid displays the following information for change requests:
Change Request Name – Displays the name of the change.
Impacted Areas – Displays the object(s) selected from ‘Change Impacted Area’ along with the phase in which the object is available in the change request workflow.
Submitted Date – Displays the approval requested date.
Submitted By – Displays the staff name of the person who submitted the change request for approval.
Status – Displays the approval status.
Action By – Displays the name of the staff member who Approved/Rejected the request.
Action Date – Displays the Approved/Rejected Date.
Clicking on the ‘Change Change Request Name’ Name will navigate you to the corresponding change request workflow in the same tab.
3. Creating New Change Requests |
To create a new change request for the selected project, click on ‘Create Create Change Request’ Request button placed above the grid.
Upon clicking on the 'Create Change Request' button, a pop-up which consists of the change request form will be displayed for you to enter information about the new change request.
The change request form will consist of the fields mentioned below;
Name of the Change – Enter a name for the change. This field is mandatory.
Brief Description of the Change – Enter a brief description regarding the change.
Reasons for Change – Enter the reasons for the change.
Change impacted Area – Displays the objects configured in the change request workflow. You can select the impacted areas (objects) of the change request. Objects selected from the ‘Change impacted Area’ will be visible in the change request workflow.
Comment – Enter comments for the change. This field is mandatory.
Once you enter details, click on save Save icon and the new change request will be displayed in the summary grid.
4. Editing Change Requests |
In order to edit the change request information, click on the arrow next to change request name.
Expanded view includes following fields (as shown above).
Name of the Change
Brief Description of the Change
Reason for Change
Change Impact Area
Comment
In order to edit information in the expanded view, you should have ‘Add/Edit’ Project Position Permission for ‘Project Change Request’.
You can enter relevant details and click Save.
Please note that Change Request will not be editable once upon submission.
5. Deleting Change Requests |
If you want to delete a change request, click on the delete Delete icon adjacent to the respective change request. The Delete icon will only be visible if you have ‘Delete’ project position permission for ‘Project Change Request’.
6. Viewing the Change Request Report |
You can view the change request report of a change request by clicking on the Report icon next to it.
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