This procedure allows you to establish the change headers and also update some of their attributes for a selected project using the Change Register panel.
-
Navigate to Changes > Changes.
-
In the Project Navigation Register panel, do the following:
-
(Optional) In the green parameter bar, click the Project Controller ellipsis to select the project controller.
All the projects that are controlled by the selected project controller are displayed.
-
(Optional) In the green parameter bar, click the Project Manager ellipsis to select the project manager of the project.
-
(Optional) In the green parameter bar, click the Portfolio ellipsis to select the portfolio to which the project belongs to.
-
Select the required project row to view and edit its project details.
The project details are displayed on the right-hand side.
(Or)
On the right-hand side, at the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.
-
-
If required, click REFRESH to update the screen.
-
Click the Change Register tab.
-
Edit the Change Name.
-
Click the Type ellipsis to select the required change type. The available change types are listed below:
-
Budget Change
-
Forecast Change
-
Scope Change
-
-
Type in the required Estimated Cost.
-
Click the Save icon.
You can customize the view of the Change Register panel from the view settings.