Change Request Management

Features

Industries

Reference

More

Start now
  1. Change Request Management
  2. Process
  3. Scope to review
Process · Scope to review

Scope to review

A change request needs a project, a scoped package, an impact estimate and a reviewer who can decide on the exact revision presented. The package gives the team one place to see ownership and timing while the related records retain the details behind the decision.

Start now Download Proto

Step by step

  1. Set project context Admin

    Admin confirms the organization and affected project. Project Manager checks its owner and current status before adding the change.

    • Establish owning entity and affected work
    • Updates Organizations, Projects

  2. Draft work package Project Manager

    Project Manager records the subject, scope, owner, due date, budget hours and revision. The package begins in Draft.

    • Set scope, owner, budget and revision
    • Updates Work packages

  3. Assess impact Business Analyst

    Business Analyst records added hours, dollar cost delta and the assumptions in the assessment note. The assessment can move from Draft to Submitted for review.

    • Explain effort and cost effect
    • Updates Impact assessments

  4. Plan tasks Project Manager

    Project Manager splits delivery into assigned tasks with planned hours and due dates. Delivery Contributors record actual work and current task status.

    • Make the delivery plan inspectable
    • Updates Tasks, Work packages

  5. Review package Independent Reviewer

    Independent Reviewer examines the submitted revision and records Approve, Reject or Return with a reason.

    • Record a decision on a source revision
    • Updates Review decisions, Work packages
    ApprovalA person approves before the work moves on.

  6. Record outcome Delivery Lead

    Delivery Lead confirms the decision and records acceptance on the package only for the approved current revision. Returned work goes back to the owner for correction.

    • Show acceptance against the approved revision
    • Updates Work packages, Review decisions

Who does what

Roles and permissions
Admin
, Project Manager, Business Analyst, Delivery Contributor, Independent Reviewer and Delivery Lead each handle their named part of the change.

Set up Change Request Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started