Project and Portfolio Management
Project and Portfolio Management
Breadcrumbs

Change Request (Program) MOD009C8Z

Access

Information

  • In the Change Request module

    • change requests can be created for the respective program.

    • each program change request can be checked and subsequently be approved or rejected.

In project change management, a change request is a formalized call for alteration of a particular product feature. (Source:

Wikipedia

)

Details

  • All change requests undergo a so-called approval procedure, i.e. a person (program manager in PLANTA standard) creates a change request for a project, and another person (multi-project manager in PLANTA standard) checks the change request and subsequently approves or rejects it.

    • Depending on the role of the respective person in this approval procedure, he/she has the respective modification rights for the Change Request module.

Create change request

  • Click on the Create new button in the Change Request module.

    • As a result, a new request record will be created.

      • In the Request field, the automatically generated ID of the request is displayed and the on and to fields in the Requested column are filled with the current user and the current date.

      • The record is immediately saved automatically. All changes made afterwards must be saved manually.

    • Enter the request name.

    • Select a report from the listbox in the Requested with report field if necessary.

    • in the Comments area you can write comments on different factors like objectives, costs, effort, etc. if desired.

    • Save.

Approve/finish/reject change request

  • To approve the change request,

    • fill the from and to fields in the approved area.

      • Save.

      • The status of the change request is then changed to Approved.

    The completed change request will be moved to the Completed requests variant.

    • To reject the change request,

      • fill the from and to fields in the Completed area.

      • Leave the fields in the Approved column empty.

      • The change request will be moved to the Completed requests category and will be displayed in the Change Request module under the rejected status.