Create a request change

As a project manager, you might create a request change as the outcome of the action taken to resolve an issue or mitigate a risk. The request change might result in changing the project's scope, resource requirement, cost, or schedule to minimize the impact of a risk or issue.

Before you begin

Role required: it_project_manager

Procedure

1. Navigate to Project > Projects > All.
2. Select the project to which you want to add a request change.
3. In the Request Changes related list and click New.
4. On the form, fill in the fields.

   Table 1. Request Change form

   Field	Description
   Number	System-generated ID number with a configurable prefix.
   State	Current state of the request change. All new request change records are created in the Open state. The available states are: Pending, Open, Work in Progress, Closed Complete, Closed Incomplete, and Closed Skipped
   Priority	Urgency for approving the requested changes based on impact.
   Estimated Cost	Estimated cost the requested changes generate.
   Impact	Impact on the outcome of the project if you do not approve the requested changes.
   Approval	Status of approval from the stakeholders for the requested changes.
   Assigned to	Primary resource assigned to work on the request change.
   Due date	Requested date to complete the request change.
   Category	Entity for which you are creating the request change. The options are: Resource, Scope, Cost, and Schedule.
   Parent	Project number to which this request change belongs.
   Show on project status report	Option to specify whether the request change information should be included in the project status report.
   Title	Title for the change request.
   Description	Details of the request change and its potential impact.
   Business Justification	Reason for requesting the proposed change in the project and its impact on the business.
   Work notes	Additional information to indicate progress on the project request change.

5. Click Submit.

What to do next

• Associate the request change with your existing risk, issue, decision, and action records so you can track dependencies and recognize trends for future. For more information, see Associate existing RIDAC (Risks, Issues, Actions, Decisions, and Request Changes) records for a project.
• Create tasks for working on the change request. For more information see, Create a task from an incident, problem, or change request.