Project Change Requests allow your team and clients to initiate a request for something to be changed on a current project by your team. You can define multiple Project Change Request forms. The forms will allow you to define what project custom fields or spec sheet fields need to be changed. In addition you can also add new information to blank custom fields and add additional spec sheets.

Each project change request form will need to be defined with an approval and notification process. This process may involve predefined project roles or key people and can also be setup with specific people.

The process can be added to during the approval process in case your team needs to route it to specific people instead of generic defined roles

NOTE: There are no Project Change Request Forms setup by default, so you will need to follow this guide, or schedule training on this feature to get started.

These guides will take you through the steps of how to create Project Change Request Forms, how a user can interact and submit them, and finally how approval commits the requested changes to the project.

Workflow

Create a New Project Change Request

Before you can use project change request, you must first create and define how they are to be used.

Submit a Project Change Request

We go over the process in which a user submits a project change request form.

Review/Approve Project Change Requests

From the submitted form, there is then a defined review process.

Commit Requested Changes to Project

Once a change request is approved, any requested changes will be committed to the project.