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Create Change Requests

You can create a change request using the following steps.

Follow these steps:

  1. Open the project and click Risks/Issues/Changes.
  2. Open the Risks/Issues/Changes menu and click Change Request.
  3. Click New.
  4. Complete the fields in the General section. The following fields require explanation:
    Owner

    Specifies the name of the resource managing the request. The resource is responsible for verifying that the request is managed and tracked appropriately through its lifecycle.

    Default: The resource currently logged in

    Creator

    Displays the name of the resource who created the request.

    Default: The resource currently logged in

  5. Complete the fields in the Details section.
  6. Attach the documents, if any in the Attachments section.
  7. Complete the fields in the Effect section. The following fields require explanation:
    Impact on Baseline

    Defines how the changes in the request can affect the project baseline.

    Impact on Other Projects

    Defines how the request can affect other projects.

    Benefits

    Defines how this change can benefit the project.

    Change in Cost

    Defines the amount by which the request can change the budget cost of the project. The budget cost is a field defined on the budget properties page.

    Change in Schedule

    Defines the number of days by which the request can delay or hasten the overall project schedule.

    Change in Resources

    Defines the number that reflects the request for an increase or decrease in the number of resources required for the project.

  8. Complete the fields in the Assessment section.
  9. Save your changes.