Change requests can be created to make changes to an approved project or Transfer funds between Approved projects or both
To create a change request, select the Change Requests option for the project:
Select Fiscal Year
Once you are in the Scheduled Maintenance Change Request Page, select the Fiscal Year(start) of the Project for which you need a Change Request and select Add Change Request option
Complete Change Request Details
Change Request Title
Use a short title that summarizes the Change Request as a whole
Change Request Type
Select a Change Request Type based on the change you need in the approved project
- Transfer funds
- Other(local funds, scope, distribution)
- Both(Transfer funds and Other)
Change Request Description
Provide a description that gives additional detailed information about why the change is needed in the approved project
Select Source Projects
Select the Select option under Source Projects
You can select one or additional Source Projects for the Change Request from the list of Projects in the pop-up and select Save
Funds to be Transferred
Provide the fund amount (if applicable) that needs to be transferred from the Approved Amount of the Source Project.
Final Amount will be calculated and displayed based on the Approved amount and Funds to be transferred values
Local Fund Updates
Provide Local fund amount, if you want to change the Local Fund of the Source Project
Scope
Provide the updated scope for the Project, if you want to make changes to the scope of the Source Project
Target Project
You can add a Target Project (if applicable) for the Change Request
To add a Target Project:
- You can select an Existing Project (OR)
- Add a New Project
To select an existing project as Target Project, select Select option under Target Project
You can select a Target Project for the Change Request from the list of Projects in the pop-up and select Save
To add a new project as Target Project, select Add option under Target Project
Complete the new project details in the Project Detail pop-up and select Save
Proposed Funds for the Target Project will be calculated and displayed based on the funds to be transferred from Source Projects
Delete Source Projects
While creating a new change request, you can delete the Source Projects by selecting the DELETE icon for each source project in the Actions column
Create Change Request
After completing the Change Request details, select the Create option on the top of Change Request Details screen.
New Change Request will be created with status 'In Progress'
Submit Change Request
After you create the Change Request providing all the details about the changes required, select Submit option in the Change Request section
This will move the change request to the Submitted status for review by an FPU Admin: