1. Video
You can check the video for a walkthrough of how to add a Change Control Request within the Project.
2. Create a New Change Control Request
1. Once you reach the ‘Change Control’ section, click the ‘+New Change’ icon to add a new Change Control Request.
2. Fill in all required fields (Start Date, Description, Change Control Type, Change Impact, Schedule/Budget/Benefits/ Scope/ Commercial Impact, Work Stream, Change Benefit, No Change Impact, Remarks). Then click the ‘Save’ button to save the details. You can also click the 'Save' button on the upper-right corner of the page.
When creating a Change Control Request make sure you select the correct type.
Below are the two types of Change Control:
- Scope Change - you can change the schedule’s baseline and forecast end date. You can also change any current and future Baseline and Forecast cost in the budget. It changes the baseline budget of the project and does not absorb the project’s contingency.
- Contingency Change - you can only change the schedule’s forecast end date and forecast cost in the budget.Contingency does not change the baseline budget, it only allocates contingency and overspending.
Note: Every created Change Control Request, whether User is an Approver or NOT, will go through an Approval Process. This will be reflected in the ‘Pending’ Status tab. (This action sends an Approval Request Email Notification to the Approver/s and action is added in the Project Actions Audit and Overall Actions Log).
