How do I manage a Change Request?

Change Requests

A Change Request records a proposed or actual change to the project. It is managed in the Changes area of a project.

Creating a change request

1. Open a project → Changes.
2. Select Add Change Request.
3. Enter a title and description.
4. Set the change origin — where the change was raised:
   • Meeting
   • Email
   • Conversation
   • Other
5. Add source details — free text about where the change came from (for example, "Programme Board" or "Supplier Email").
6. Set the overall impact on a 1–5 scale (1 = Very Low, 5 = Very High).
7. Complete the tolerances if applicable — time, benefit, cost, scope, risk and quality.
8. Set the RAG status (green, amber or red) to indicate the delivery concern level.
9. Save.

Tracking and filtering

• Filter the Change Log by status, RAG status, impact or origin.
• The Impact column shows the overall impact rating for each change.
• Set a review date to track when the change request will be reviewed.

Status

A change request moves through these statuses:

• Pending — awaiting review.
• Approved — accepted and in progress.
• Rejected — declined.
• Escalated — raised to a higher authority.

Use the RAG status to flag delivery concern. The overall impact rating is for display and prioritisation — it does not feed the Project Health Score.