Change Requests (v10.xx)

Change Requests (v10.xx)

A change request is used to propose modifications to a project in progress. Examples of such changes that may need to go through an approval process include system enhancements, changes in scope, compliance changes, and senior management or customer requests.


Cerri Project allows change requests to include snapshots of the current project Timeline & Budget, taken from the corresponding sections of the Project description document. This option is configurable in the General setup document of the [Projects] module.


Create a change request

To create a new Change Request: 
  1. Navigate to the [Issues & Change Requests] tab.
  2. Select "Change requests" from the contextual navigation menu.
  3. Click [Create] and select “Change request” from the menu.



  1. A dialog box will open to select the project and phase to which the Change Request applies.

  1. Click "Create" to open a new Change Request form.




Change request

The title of the Change Request.

Project

The project to which the Change Request applies.

Phase

The phase of the project to which the Change Request applies.

Project leader

The main project leader (not the project leader substitute).



Status

Visible if the document is in a workflow. Displays the current status of the document. The label acts as a shortcut to open the Workflow window.

If the user has permission to change the status, the field itself acts as a shortcut that opens a dialog box to update the status.

The status also impacts the "Project overview" document calculation.

Action

Indicates the action required according to the applied workflow. Clicking the button advances the Change Request to the next step in the workflow.



Deadline

Visual indicators:

  1. Red = Deadline passed.
  2. Orange = At risk.
  3. Green = On track.
Version
Displays the version number of the document.


Description & Justification





Type

Specifies the type of request. Single-selection field. The list of available is configured in the Keywords & Labels setup document.


Priority

Defines the priority level of the request. This is a single-selection field. The list of priorities is configured in the "Keywords & Labels" setup document.

Description

Provides details on why the request was submitted. Free text field.

Profit

Describes the value or benefits of implementing the request. Free text field.

Impact if not implemented

Explains the potential impact if the requested change is not implemented. Free text field.

Alternative

Suggests possible alternatives if the change is not implemented. Free text field.



Forecasted impact

The [Forecasted impact] tab is used to capture information on the anticipated impact the change could have on the project.







Forecasted impact

Deadline

Describes the planned impact on the project deadline if the change is implemented. Free text field.

Workload

Describes the planned impact on the project workload if the change is implemented. Free text field.

Budget

Describes the planned impact on the project budget if the change is implemented. Free text field.

Quality

Describes the planned impact on the project quality if the change is implemented. Free text field.


Impacted deliverables


Add/ Remove

Links the deliverable documents that may be impacted if the change is implemented.

To delete an impacted deliverable, use the trash icon.

Title

Displays the title of the added deliverables.






[Actual impact] tab


The [Actual impact] tab is used to capture information on the real impact the change had on the project.



Actual impact

Deadline

Describes the actual impact on the project deadline after implementing the change. Free text field.

Workload

Describes the actual impact on the project workload after implementing the change. Free text field.

Budget

Describes the actual impact on the project budget after implementing the change. Free text field.


Quality

Describes the actual impact on the project quality after implementing the change. Free text field.


Impacted Deliverable s


Add/ Remove

Link deliverable documents that were impacted after implementing the change.

To delete an impacted deliverable use the trash icon.

Title

Displays the title of the added deliverables




Deleting a Change Request


To delete a Change Request:
  1. Navigate to the [Issues & change requests] tab.
  2. Select "Change requests" from the contextual navigation menu on the left.
  3. Locate the desired project in the content window and expand it by clicking on the icon beside its name. All change requests for the selected project will be displayed beneath it.
  4. Place a checkmark in the next to the request title.
  5. Click "Delete" on the action menu bar.



A dialog box will appear asking you to confirm the deletion. Click "Yes, delete document".



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