Link change requests to tasks on the Project Task form. You can link change requests
only to project tasks that have no child tasks.
Before you begin
Role required: it_project_manager
About this task
You can link any change request record to a project task, regardless of the change
request schedule or state. However, as a good practice, consider:
Change Schedule: The change request has a schedule
that falls within the time frame of the project it links to. Or, it has no
values in the Planned start date and
Planned end date fields in the
Schedule section of the Change Request form.
Change State: An Open or
Pending state is required when linking a change
request. Changes that are already in progress or closed can be stopped and
copied to a new change request.
Procedure
Open a project task that does not have any child tasks.
You can cannot link change request to the tasks that already have child tasks.
Select one of the following related links:
Link an Existing Change Request to Project Task:
In the dialog box that appears, enter or select the change that you want to link.
Create Change and link from Project Task:
The Change Request form appears. Enter the information in the form. The short description of the change request is taken from the project task.
Note: These related links are available only when the project task type is waterfall.
Result
On the Project Task form, a notification appears at the top specifying that the task is linked to one or more change requests.Figure 1. Example for Task designated for linked change requests in the related list
