The documentation from version 39.5.17 of PLANTA project can be found in the new PLANTA Online Help
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Change Request MOD0099JV
Access pathFrom DB 39.5.9
- Project panel NEW Further... Change Request
Up to DB 39.5.9
- In the Change Request module,
- change requests can be created for the respective project.
- each project change request can be checked and approved or rejected subsequently.
In project change management, a change request is a document which contains a formalized call for alteration of a particular product feature. (Source: WikipediaDetails
- All change requests undergo a so called approval procedure, i.e. a person (project manager in PLANTA Standard) creates a change request for a project, and another person (multi-project manager in PLANTA Standard) checks the change request and subsequently approves or rejects it.
- Depending on the role of the respective person in this approval procedure, he/she has the respective modification rights for the Change Request module.
From DB 39.5.12
- Click on the New change request button in the Change Request module.
- As a result, a new request record is created.
- In the Request field, the automatically generated request ID is displayed and the Created by, Created by: name, Created on, on, and by fields in the Requested column are filled with the currently logged on user and the current date.
- The record is immediately saved automatically. All following changes must be saved explicitly.
- Enter the Request name.
- Select a report from the listbox in the Requested with report field if necessary.
- You can write comments on different factors like objectives, costs, effort, etc. in the Comments area if desired.
- Save.
- As a result, a new request record is created.
From DB 39.5.0
- As a result, a new request record is created.
- In the Request field, the automatically generated request ID is displayed and the Created by, Created by: name, Created on, NEW on, and by fields in the Requested column are filled with the currently logged on user and the current date.
- NEW The record is immediately saved automatically. All following changes must be saved explicitly.
- Enter the Request name.
- Select a report from the listbox in the Requested with report field if necessary.
- You can write comments on different factors like objectives, costs, effort, etc. in the Comments area if desired.
- Save.
Up to DB 39.5.0
- As a result, a new request record is created.
- In the Request field, the automatically generated request ID is displayed and the Created by, Created by: name, Created on fields are filled with the currently logged on user and the current date.
- Enter the Request name.
- Fill the on and by fields in the Requested column.
- Select a report from the listbox in the Requested with report field if necessary.
- You can write comments on different factors like objectives, costs, effort, etc. in the Comments area if desired.
- Save.
- To approve the change request,
- fill the on and by fields in the Approved area.
- Save.
- The status of the change request then changes to approved.
- The requester can see the approved change request in the Change Request module of the respective project. By filling the on and by fields in the Completed column, he/she closes the change request and creates a new baseline for the project. The completed change request is moved to the Completed requests category in the Change Request module.
- fill the on and by fields in the Approved area.
- To reject the change request,
- In the Activities area of the Dashboard module of the respective project, the number of change requests that have not yet been completed is displayed. This is an indicator for both the requester and the approver that action is required.
- For the alignment of the number in the respective status column, the creation date of the change request is used as a reference point in time.
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