Change Request - General Data
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Change Request - Add - General
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Change Request - Edit - General
Change Requests Data
The following describes the Change Request data fields and where/how they are used (except for the Status, see Change Request - Status - Where Used for more information on that field).
The following is a definition for each column.
System Generated or User Entered - indicates whether users enter the information or the system automatically sets or calculates the information.
Required/Optional - indicates whether or not this is required data (must be entered) or optional data (can be left blank). NOTE* For Change Requests, System Administrators do not have the ability to turn on/off fields or set whether they are required or not. This is controlled by the system. Views are used instead to change what columns display on lists (see All All Change Requests Lists - Views Examples). N/A indicates that the data is generated by the system so optional or required does not apply.
Can display on Change Requests Lists (Simple List View) - indicates if the data field can be set to display as a column on the Change Requests Lists in the Simple List View (see Change Requests List - Overview (Simple List View) OR Contracts - List of all Change Requests - Overview (Simple List View).
Can display on Change Requests Lists (Grouped List View) - indicates if the data field can be set to display as a column on the Change Requests Lists in the Grouped List View (see Change Requests List - Overview (Grouped List View) OR Contracts - List of all Change Requests - Overview (Grouped List View).
Can display on Change Request Reports - indicates if the data field can be set to display as a column on Change Request Reports (either for the specific Project or globally for all Projects).
Is a filter Change Request Reports - indicates if the data field can be set to filter the information on Change Request Reports.
Prints on Change Request PDF - indicates if the data field prints on the PDF that can be created for Change Requests.
Data | System Generated or User Entered | Required/ Optional | Can display on Change Requests Lists (Simple List View) | Can display on Change Requests Lists (Grouped List View) | Can display on Change Request Reports | Is a filter on Change Request Reports? | Prints on Change Request PDF |
Created | System | N/A | Yes | No | Yes | Yes (either a range or a specific date) | Yes |
Client | System -automatically copied from Contract | N/A | Yes | No | Yes | No | Yes (as Owner) |
Title | User | Optional | Yes | Yes (in the Title column with the Number as as the first part and title as second part) | Yes | No | Yes |
Number | System OR User (see Note 1 below) | Required | Yes | Yes (see Title above) | Yes | No | Yes |
Scope | User | Required - see Note 2 below) | Yes | Yes | Yes | No | No |
Revenue Source | User | Required - see Note 3 below) | No | No | No | No | No |
Description | User | Optional | Yes | Yes | Yes | No | Yes |
Note 1 - Change Request Number - This can be manually typed in (in any format) or the system will auto-populate this with a number if it is left blank (using the format of the Number as set by the System Administrator. See Settings - Change Requests - Change Request Settings).
Note 2 - Scope - This is a drop down and at least one item must be selected. It defaults to the first item in the list.
Note 3 - Revenue Source - This is a drop down and at least one item must be selected. It defaults to the first item in the list.
