Change Requests

Overview

Change requests are formal proposals to modify project scope, schedule, budget, or any other agreed aspects of the project. Change requests can arise for various reasons, such as changes in requirements, unforeseen issues, or shifts in organisational priorities.

The change request process typically involves:

graph LR;
  A[Request Submission] --> B[Documentation Review]-->C[Impact Analysis]-->D[Decision Making]-->E[Implementation];

Usage in Altus

Change Requests can be tracked in the following places in Altus:

Views

There are two types of views for Change Requests in Altus:

User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
Object Views: These filter items based on which portfolio, program, or project they belong to automatically.

User Views

View	Columns	Filters
My Active Change Requests	ID; Name; Assigned To; Due Date; Priority; Category; Status Reason; Project; Program; Portfolio	Assigned to = Current User AND Status Reason = Active
All Active Issues	ID; Name; Assigned To; Due Date; Priority; Category; Status Reason; Project; Program; Portfolio	Status Reason = Active
All Change Requests Pending Approval	ID; Name; Assigned To; Due Date; Priority; Category; Status Reason; Project; Program; Portfolio	Status Reason = Submitted
All Closed Change Requests	ID; Name; Assigned To; Due Date; Priority; Category; Status Reason; Project; Program; Portfolio	Status Reason = Closed
All Change Requests	ID; Name; Assigned To; Due Date; Priority; Category; Status Reason; Project; Program; Portfolio	None

Object Views

These show items filtered within the context of the object. For example, the project issues view below only shows Change Requests which have a project that matches the current project:

Portfolio

Portfolios_Form_ChangeRequests

Program

Programs_Form_ChangeRequests

Project

Projects_Form_ChangeRequests

Item Form

There are two types of items forms in Altus:

Quick Create: This is a simple version used to create the item.
View/Edit: Provides a full browser width version containing all fields and features.

Quick Create form

ChangeRequest_ItemForm_QuickCreate

Edit Form

ChangeRequest_ItemForm_Edit

Within the Change Request tab in Altus is a widget that provides a visualisation of all change requests for the selected project.

This widget has the following data:

Total number of change requests raised in the selected project.
Total cost estimate value of all change requests in the selected currency (see below for multi-currency information).
Count of items by status represented in a doughnut chart.

This provides some quick insights for the project executive and other users who have access to the project.

Currency support

The change request widget supports any organisational currency. In the screenshot below, this environment tracks costs and financials in Euros. As such, the total cost estimate displays the appropriate currency symbol.

Columns

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property	Value
Display Name	Change Request
Name	`sensei_changerequest`
Primary Column	Name
Description

Display Name	Name	Data type	Field Length	Customizable	Required	Searchable
Approved / Rejected By	`sensei_ApprovedRejectedBy`	Lookup		True	False	False
Approved / Rejected Date	`sensei_ApprovedRejectedDate`	Date and Time	Date Only	True	False	False
Assigned To	`sensei_AssignedTo`	Lookup		True	False	False
Assumptions	`sensei_Assumptions`	Multiple lines of text	2000	True	False	False
Category	`sensei_Category`	picklist		True	False	False
Change Request	`sensei_changerequestId`	Primary Key		True	False	False
Cost Estimate	`sensei_CostEstimate`	Currency		True	False	False
Cost Estimate (Base)	`sensei_costestimate_Base`	Currency		True	False	False
Cost Estimate Details	`sensei_CostEstimateDetails`	Multiple lines of text	2000	True	False	False
Created By	`CreatedBy`	Lookup		True	False	False
Created By (Delegate)	`CreatedOnBehalfBy`	Lookup		True	False	False
Created On	`CreatedOn`	Date and Time	Date and Time	True	False	False
Currency	`TransactionCurrencyId`	Lookup		True	False	False
Date Closed	`sensei_DateClosed`	Date and Time	Date Only	True	False	False
Description	`sensei_Description`	Multiple lines of text	4096	True	False	False
Driven By	`sensei_DrivenBy`	multiselectpicklist		True	False	False
Due Date	`sensei_DueDate`	Date and Time	Date Only	True	False	False
Duration Estimate	`sensei_DurationEstimate`	Whole number		True	False	False
Duration Estimate Details	`sensei_DurationEstimateDetails`	Multiple lines of text	2000	True	False	False
Exchange Rate	`ExchangeRate`	Decimal		True	False	False
ID	`sensei_ID`	Single line of text	100	True	False	False
Impact on Other Projects	`sensei_ImpactonOtherProjects`	Multiple lines of text	2000	True	False	False
Implementation Date	`sensei_ImplementationDate`	Date and Time	Date Only	True	False	False
Import Sequence Number	`ImportSequenceNumber`	Whole number		True	False	False
Include in Program Report	`sensei_includeinprogramreport`	Yes/No		True	False	False
Include in PSR	`sensei_includeinpsr`	Yes/No		True	False	False
Modified By	`ModifiedBy`	Lookup		True	False	False
Modified By (Delegate)	`ModifiedOnBehalfBy`	Lookup		True	False	False
Modified On	`ModifiedOn`	Date and Time	Date and Time	True	False	False
Name (Primary name column)	`sensei_name`	Single line of text	500	True	True	True
Owner	`OwnerId`	Owner		True	False	False
Owning Business Unit	`OwningBusinessUnit`	Lookup		True	False	False
Owning Team	`OwningTeam`	Lookup		True	False	False
Owning User	`OwningUser`	Lookup		True	False	False
Portfolio	`sensei_Portfolio`	Lookup		True	False	False
Priority	`sensei_Priority`	picklist		True	False	False
Program	`sensei_Program`	Lookup		True	False	False
Project	`sensei_project`	Lookup		True	False	False
Record Created On	`OverriddenCreatedOn`	Date and Time	Date Only	True	False	False
Resource Impacts	`sensei_ResourceImpacts`	Multiple lines of text	2000	True	False	False
Status	`statecode`	Choice		True	False	False
Status Reason	`statuscode`	Choice		True	False	False
Time Zone Rule Version Number	`TimeZoneRuleVersionNumber`	Whole number	-1 to 2147483647	True	False	False
UTC Conversion Time Zone Code	`UTCConversionTimeZoneCode`	Whole number	-1 to 2147483647	True	False	False
Work Effort Details	`sensei_WorkEffortDetails`	Multiple lines of text	2000	True	False	False
Work Effort Estimate	`sensei_WorkEffortEstimate`	Whole number		True	False	False

Change Request Category (sensei_changerequestcategory)

Value	Label	Description
`955000000`	Resource
`955000001`	Scope
`955000002`	Schedule
`955000003`	Technology
`955000004`	Business Process
`955000005`	Vendor
`955000006`	Management Escalation
`955000007`	Other

Change Request Priority (sensei_changerequestpriority)

Value	Label	Description
`955000001`	High
`955000002`	Medium
`955000003`	Low

Security Roles

Security Role	Create	Read	Write	Delete	Append	Append To	Assign	Share
Altus - PMO User
Altus - Portfolio Manager
Altus - Portfolio Manager - Team
Altus - Program Manager
Altus - Program Manager - Team
Altus - Strategy Executive
Altus Admin User
Altus Portfolio User
Altus Project Executive
Altus Project User
Altus Strategy User