Creating Change Documents

You create a change document to manage the resolution and implementation of changes associated with a particular project or task. Each change document is based on a predefined change request or change order type. The change document type determines who can create a change document of that type and the general behavior of a change document. For example, the change document type specifies how the change documents are numbered and if a resolution is required. Change document types are associated with project types. This association determines the list of change document types available for a given project. For more information on defining change request and change order types, see: Issue and Change Management, Oracle Projects Implementation Guide.

To create a change document

  1. Navigate to the Change Requests or Change Orders page for a project.

  2. Select the desired change request or change order type.

  3. Enter the change document details and initial action, as appropriate.

    Note: If you are not ready for the project team to begin working on the change document and assigned action, then you must change the status to Draft before you save the change document for the first time. You cannot change the status of a working change document back to Draft once it has been saved.

  4. Save the change document.

  5. Define cost and revenue planning lines. For more information on cost and revenue planning for a change document, see: Planning for Cost and Revenue Impacts section.

  6. Define other impacts for the change document.

  7. Define additional actions.

  8. If the change document status was originally set to Draft, change the status to Working when you are ready for the project team members and other action assignees to begin working on their actions and the resolution of the change document.

    Each change document has a log tracking the interaction between team members and action assignees. All comments and responses to actions are recorded in this log and can be viewed through the Interaction History page.

You can also create change documents from the Team Home Member page for any project on which you are a team member.