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A formal change request (CR) is required when any change is needed to a project's, scope, time line, hours or budget. This includes:
- Any change to project scope
- Any change to project start or end dates
- An individual resource’s hours will exceed the estimated (role forecast) hours by more than 20%
- The total project hours will exceed the total estimated (role forecast) hours by more than 20%
- Any new resource needs to be added to a project (regardless of # of hours)
- Any increase to project budget/expenses
All CRs require OTS leadership approval before any change is to be implemented, so it is critical that a CR is submitted prior to any changes are made or before overages occur.
The project health should reflect a status of yellow in TD until the change is approved.
Change Requests should be submitted using the Change Request form found on the PPMO Sharepoint site. Be sure to provide a detailed description of the change being requested.
- Scope: Clearly identify what is being added or removed from scope
- Schedule: Specify previous and new dates and include new dates for milestone activities
- Resources: Specify the individual(s) impacted and the changes to schedules and/or hours
- Budget: Itemize any costs if budget is impacted
- Impact if the requested change is not approved