Change Request (Program) MOD009C8Z

Access

• Program panel → Further... → Change Request

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

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.