Create a project change request

Request and track the changes related to the resource, scope, cost, and schedule for your project.

Before you begin

Role required: it_project_manager

Procedure

  1. Navigate to Project > Projects > All.
  2. Open the required project form.
  3. Click the Project Change Requests related list and click New.
  4. On the form, fill in the fields.
    Table 1. Project Change Request form
    Field Description
    Number System-generated number with a configurable prefix.
    Category Category for the requested change.
    Priority Priority for the change.
    State Current state of the change.
    Impact Impact level.
    Estimated Cost Estimated cost to carry out the change.
    Due date Planned date to complete the change.
    Approval Approval state for the change.
    Title Title for the change request.
    Description Detailed description of the change request.
    Business Justification Reason why the proposed change in project is required for the business.
    Comments Comments to indicate progress on the project change request.
  5. Click Submit.