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Tracking Change Requests within a Project

elisa_gonza
Tera Contributor

3 weeks ago

Hello all. Is there a way to link Change Requests to the associated Project? I'd like to be able to track the Change Requests related to a project, within the project. So that after a project is closed, we know which change requests were implemented as part of the project.

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miftikhar20
Kilo Patron

3 weeks ago

Hi @elisa_gonza ,

Yes, you can link Change Requests to a Project. One simple approach is to use the Parent field on the Change Request and relate it to the Project record. You can configure the Change Request -> Parent relationship and then add the Change Requests related list on the pm_project table form.

Once configured, you’ll be able to see all Change Requests associated with the Project directly from the Project record.

  

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If my response helped, please mark it as the accepted solution so others can benefit as well.    

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.