Use > Change Management > Change Management workflows and user tasks > Create a change request from a change proposal

Create a change request from a change proposal

User Roles: Change Coordinator

When a change proposal enters the Project Initiation phase, you need to create a change request based on the change proposal.

Tip In Knowledge Management, the Reference document type has the following two document subtypes for Change Proposals:

  • Business Case: provides a business justification for a change proposed by a formal Change Proposal
  • Project Information: provides information about the project proposed by a formal Change Proposal

To create a change request from a change proposal, follow these steps:

  1. Click Change Management > Search Changes in the System Navigator.
  2. Locate the change proposal you want to update.

  3. Click the Related Records tab.
  4. In the Link Type field, select Related Changes.
  5. Click Link New Record.

  6. Create a new change request based on the change proposal.

    Once the new change request is created, the change request and change proposal are associated with each other on their Related Records tabs.