How to create a Change Request

Note

When created, Change Requests will always be related to a Portfolio, a Project, or a Work Package.

  1. Log in to the HTML5 client.

  2. Select the Change Requests Center workspace, Change Requests Grid.

  3. Click on the NewChangeRequestButton.png button available in the main toolbar to open the Create a New Change Request popup. Then select a Portfolio Folder, Project, or Work Package the Change Request will be related to.

  4. In the Change Request Card, enter the needed information.

  5. Select a task in the Related Task field if you want to relate the Change Request to a task. In doing so, the Change Request will be available in the Gantt side panel.

    Note

    This field is only available if you create a Change Request related to a Project.

  6. Enter dates in the Planning section so that some alerts will indicate if there are issues with Committed Dates (or Due Dates if the Committed Date field is empty).

  7. Click on the CREATE button to close the card.