As a project manager, you might create a request change as the outcome of the action taken to resolve an issue or mitigate a risk. The request change might result in changing the project's scope, resource requirement, cost, or schedule to minimize the impact of a risk or issue.

Before you begin

Role required: it_project_manager

Procedure

  1. Navigate to Project > Projects > All.
  2. Select the project to which you want to add a request change.
  3. In the Request Changes related list and click New.
  4. On the form, fill in the fields.
    Table 1. Request Change form
    FieldDescription
    Number System-generated ID number with a configurable prefix.
    State Current state of the request change. All new request change records are created in the Open state.

    The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped
    Priority Urgency for approving the requested changes based on impact.
    Estimated Cost Estimated cost the requested changes generate.
    Impact Impact on the outcome of the project if you do not approve the requested changes.
    Approval Status of approval from the stakeholders for the requested changes.
    Assigned to Primary resource assigned to work on the request change.
    Due date Requested date to complete the request change.
    Category Entity for which you are creating the request change. The options are: Resource, Scope, Cost, and Schedule.
    Parent Project number to which this request change belongs.
    Show on project status report Option to specify whether the request change information should be included in the project status report.
    Title Title for the change request.
    Description Details of the request change and its potential impact.
    Business Justification Reason for requesting the proposed change in the project and its impact on the business.
    Work notes Additional information to indicate progress on the project request change.
  5. Click Submit.

What to do next