Add a Change

Add a change to represent new work on a project.

To add a change:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Contracts and Commitments, and select Changes.
  3. On the Changes page, select Add.
  4. In the new change row, enter information about the change.
  5. Select Save.
  6. Select the name of the change to open the change record.
  7. On the Files tab, add any files related to the change.
  8. On the Related Items tab, link any activities, risks, or tasks related to the change.
  9. Select Save.