The change management process consists of the following stages:

• Creating change documents

  When you identify a change for a project or task, you can record the change details in Oracle Projects and assign ownership of the resulting change document. The change document owner then creates and assigns actions in an effort to resolve the change document, and defines the change document impacts. Oracle Projects generates workflow notifications when change documents and actions are assigned. You can plan financial changes to a project budget by estimating changes in planned cost transactions. You can also create a change document by copying an existing issue or change document. For more information, see: Creating Change Documents.

• Managing change documents

  You can view and manage change documents for one or more projects for which you are responsible for resolving. You can create personalized lists to help you determine which change documents need immediate attention. You can change the owner and the status of a change document, and you can view ownership and status history of change documents. Additionally, you can update the progress of change documents and respond to actions to help resolve the change documents in a timely manner. For more information, see: Managing Change Documents.

• Resolving change documents

  After change document impacts are defined and all actions are closed, the change document owner is required to submit the change document for approval.

  After a change request is approved, you can include it in a change order and submit it for approval. After the change order is approved, you can:

  • implement and include the financial impact in project budgets and forecasts

  • implement and track the supplier impact in purchase orders

  • track the implementation details for workplan, contract, staffing, and other impacts

  Oracle Projects generates workflow notifications to prompt timely resolution of change documents. You can close a change order after the impacts are implemented. For more information, see Resolving Change Documents. For more information on implementing the financial impact of change orders, see: Including and Viewing Change Documents.