Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Change Request (Project) MOD009E29

Introduction

  • Planning → Projects panel → Click on the ID of the required project → Project panel → Further... → Change Request

Alternative Introduction

Alternative Introduction

  • There are several ways to access the desired planning object or portfolio panel and its associated modules:

    • via Quick Access in the user menu (My Objects and Favorites)

    • via the Global Search function in the user menu (Direct Entry)

    • via links on planning objects or portfolios in various modules


Information

  • In the Change Request module

    • change requests can be created for the respective project.

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

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 (project 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 New change request 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 will be displayed and the Created by, Created by: name, Created on, on, and by 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 on and from fields in the Approved area.

      • Save.

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

  • The requester can see the approved change request in the Change Request module of the respective project.

    • By filling the on and to fields in the Completed column, he/she closes the change request and creates a new baseline for the project.

  • The completed change request will be moved to the Completed Requests category in the Change Request module.

  • To reject the change request,

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

    • Leave the fields in the Approved column empty.

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

Details

  • In the Work area of the Dashboard module of the respective project, the number of change requests which have not yet been completed is displayed. This is an indicator for both the requester and the approver that action is required.

    • For the alignment of the number in the respective status column, the creation date of the change request is used as a reference point in time.