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Link changes to a project task

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Link changes to a project task

Link change requests to tasks on the Project Task form. You can link change requests only to project tasks that have no child tasks.

About this task

You can link any change request record to a project task, regardless of the change request's schedule or state. However, as a good practice, consider the following:
  • Change Schedule: The change request should have a schedule that falls within the timeframe of the project it links to, or have no values in the Planned start date and Planned end date fields in the Schedule section of the Change Request form.
  • Change State: The change request should be in the Open or Pending state when it is linked. Changes that are already in progress or closed should be stopped and copied to a new change request.

Procedure

  1. Open a project task that does not have any child tasks. Tasks that already have child tasks cannot be linked to change requests.
  2. Click one of the following related links:
    • Link an Existing Change Request to Project Task:

      In the dialog box that appears, enter or select the change that you want to link.

    • Create Change and link from Project Task:

      The Change Request form appears. Enter the information in the form. The short description of the change request is taken from the project task.

Result

On the Project Task form, a message appears under the task Number field specifying that the task is linked to one or more change requests.
Figure 1. Task link message
On all lists where the linked project task appears, the project task number is highlighted in orange.
Figure 2. A task designated for linked change requests in the related list
On a list of project tasks, linked project tasks are highlighted in orange or appear with an orange dot.
Figure 3. Task linked to a change request (orange highlight)
Figure 4. Task linked to a change request (orange indicator)
On the Gantt chart, the project task appears in gray and the project task link appears in orange.
Figure 5. Task linked to a change request on the Gantt chart
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