Previous Topic: How to Work with Project Plan UpdatesNext Topic: Review Project Plan Updates from Email Notifications


Create and Submit Project Plan Updates

When you submit a project plan update for review, the Change Request Review process starts. This process sends an email notification from the project manager to the change control board members to review the document. Once the email notification is sent, the Notify Change Control Board field on the project plan update page of change request properties is cleared. This allows the project manager to create and send further project plan updates.

Follow these steps:

  1. Open the project.
  2. Select Risks/Issues/Changes.

    The risks/issues/changes page appears.

  3. Click Change Requests.
  4. Open a change request.

    Note: If the change request to create a project plan is not already created and displayed in the list, create and save the change request.

  5. Open the Properties menu and click Project Plan Update.

    The project plan update page appears.

  6. Define the following fields:
    Project Plan Change(s)

    Specifies the areas in the project affected by the change.

    Notify Change Control Board

    Specifies to send an email notification to the change control board members about modifications to the project. Select the check box to specify sending the email notification.

    Default: Cleared

    Project Plan Update Description

    Defines the modifications that have been made to the project plan. The text you enter here is used as the body of the email.

    Limit: 2000 characters

  7. Save the changes.

    The project plan update email notification is sent from the project manager to each member of the change control board.

More information:

How to Work with the Change Request Review Process