In this article, we will help you to understand how to add and manage change requests.

Skip Ahead to: Overview Navigation Add & Manage Change Requests Common Operations to Manage Change Requests

Overview

Product Managers or Business Analysts create change requests, as and when the requirement is initiated due to varied reasons, for example, customer requirements. The Change Management process involves capturing change requests, reviewing and analyzing the impact, ranking to prioritizing change requests, assigning resources, working on the change requests, testing, reviewing, and closing the change requests.

Navigation

Navigate to the breadcrumb at the top and hover over the Project name, expand the Manage module, and select Change Requests.

Steps to Add Change Requests

To capture specific information in Change Requests, managers can customize the Change Request Form by modifying the Details, adding new sections (such as ‘PM Planning’ to capture planning information), or linking existing sections (such as ‘SCM’ to manage and track changes in source code as a result of the Change Request).

To add new Change Requests:

1. Click the ADD button.
2. Enter details such as Name, Description, Priority, Complexity, Due Date, etc.
3. Click the SAVE button.

Once a new Change Request gets created, then the following tabs are visible:

• Comments & Attachments
• ToDos
• Linked Cards
• Activity Log
• System Fields

Common Operations to Manage Change Requests

• Edit
• Multiline Add Item
• Delete
• Export
• Import
• Copy
• Print
• Multi Sort
• Log Effort for the Change Requests (available only for projects which have the ‘Include in Timesheet’ option selected for the Change Requests Form).