Risks, Issues, and Change Requests › Create Change Requests

Create Change Requests

Use the Project: Risks/Issues/Changes: Change Requests page to create new change requests. If you have not created any change requests or had any assigned to you, then none appear in the list of Project Change Requests.

To create a change request

1. Open the project.

   The Project: Properties: Main - General page appears.

2. Select the Risks/Issues/Changes tab.

   The Project: Risks/Issues/Changes: Risks page appears.

3. Click the Change Requests subtab.

   The Project: Risks/Issues/Changes: Change Requests page appears.

4. Click New.

   The Create Change Request page appears.

5. Complete the following fields in the General section of the page:

   Change Request Name

   Enter short name for the request

   Limit: 64 characters

   Change Request ID

   The unique identifier assigned to the request for tracking. This number must be unique. Once the risk is saved, the request ID cannot be changed.

   Description

   Enter a short description of the request.

   Category

   Select the category to which this request is assigned. Choices are Flexibility, Funding, Human Interface, Implementation, Interdependencies, Objectives, Organizational Culture, Resource Availability, Schedule Risk, Sponsorship, Success Risk, Supportability, or Technical.

   Owner

   Select an owner to manage the request. This resource is responsible for ensuring that the request is managed and tracked appropriately through its lifecycle. If an issue or change request is created from this risk, for example, the owner information is carried over to the issue or change request.

   Status

   Select the status of this request.

   Values: Open, Work in Progress, Closed, or Resolved.

   Creator

   This read-only field displays the name of the resource who created this request.

   Date Created

   This read-only field displays the date this request was created.

   Updated By

   This read-only field displays the name of the resource who last updated this request.

   Date Last Updated

   This read-only field displays the date this request was last updated.

6. Complete the following fields in the Details section of the page:

   Reasons

   Enter the reason(s) for the requested change.

   Priority

   Select the priority level of this request. Choices are Low, Medium, and High.

   Expected Close Date

   Select the date by which you expect to close the request.

   Next Review Date

   Select the date this by which you want the next review for this request to occur.

   Date Closed

   Enter a close date for the request.

7. Add an attachment in the Document field, if desired.
8. Complete the following fields in the Effect section of the page:

   Impact on Baseline

   Describe how the changes in this request will impact the project's baseline, if at all.

   Impact on Other Projects

   Describe how this request will impact other projects, if at all.

   Benefits

   Describe how this change will benefit the project.

   Change in Cost

   Enter an amount by which you think this request will change the budgeted cost of the project.

   Change in Schedule

   Enter the number of days by which this request will delay or hasten the overall project schedule.

   Change in Resources

   Enter a number that reflects the request for an increase or decrease in the number of resources needed for the project.

9. Complete the following fields in the Assessment section of the page:

   Assessor

   Click Browse to select the resource responsible for assessing this request.

   Date Assessed

   Select the date by which the request should be assessed.

   Approved By

   Click Browse to select the resource responsible for approving this request.

   Date Approved

   Select the date by which the request should be approved.

10. Click Submit.