Project and Portfolio Management
Project and Portfolio Management
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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 will be displayed and the on and by fields in the Requested column will be filled with the currently logged-on user and the current date.

      • The record is immediately saved automatically. All following changes must be saved explicitly.

    • 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 Approvedparameter.

    • The requester can see the approved change request in the Change Request module of the corresponding project. By filling the on and from fields in the Completed column, he/she finishes 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 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.