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(s).


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 on the left and all existing change requests will be loaded to the content window on the right.
  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 the Change Request applies to.

Phase

The phase of the project the Change Request applies to.

Project leader

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



Status

Visible if the document is in a workflow. The current status of the document. The label is a shortcut that opens the Workflow window.

When the user is allowed to change the status, the field itself is a shortcut that opens a dialog box to change the status.

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

Action

Indicates the action to take according to the applied workflow. By clicking the button, the Change Request will enter into the next step in the workflow.



Deadline

Visual indicators:

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

Description & Justification





Type

The type of request. Single selection field. The list of choices comes from the change request types entered in the Keywords & Labels setup document.


Priority

The priority for the request. Single selection field. The list of choices comes from the change request priorities entered in the "Keywords & Labels" setup document.

Description

A description of the reason why the request was submitted. Free text.

Profit

To describe the value of implementing the request. Free text.

Impact if not implemented

To describe the impact of not implemented the change. Free text.

Alternative

To describe a possible alternative to not implementing the change. Free text.



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

To describe the planned impact on the project deadline if the change is implemented. Free text.

Workload

To describe the planned impact on the project workload if the change is implemented. Free text.

Budget

To describe the planned impact on the project budget if the change is implemented. Free text.

Quality

To describe the planned impact on the project quality if the change is implemented. Free text.


Impacted deliverable s


Add/ Remove

To link the Deliverable documents that may be impacted if the

change is implemented.

The delete an impacted deliverable use the garbage icon.

Title

The title of the added deliverables.





[Actual impact] tab


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



Actual impact

Deadline

To describe the actual impact on the project deadline once the change is implemented. Free text.

Workload

To describe the actual impact on the project workload once the change is implemented. Free text.

Budget

To describe the actual impact on the project budget once the change is implemented. Free text.




Quality

To describe the actual impact on the project quality once the change is implemented. Free text.


Impacted Deliverable s


Add/ Remove

To link the Deliverable documents that were impacted once the

change was implemented.

To delete an impacted deliverable use the garbage icon.

Title

Title of the added deliverables




Delete a Change Request


To delete a change request:
  1. Navigate to the [Issues & change requests] tab.
  2. Select "Change requests" from the contextual navigation on the left.
  3. Locate the desired project in the content window and expand it by clicking on the beside its name. All of the selected project`s change requests will display beneath it.
  4. Place a check in the beside the requests title and click `Delete` on the action menu bar.



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



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