Understanding Change Control Management
This topic discusses:
Change control management.
Project and budget changes.
ETC changes.
In PeopleSoft Program Management, you can enable change control for project, budget, and ETC changes. You can determine the depth of change control using one of these levels:
Require users to enter a reason for changing data.
Log the user name, change made, and date for data changes.
Disable change control completely.
A change control template stores the level of control for attributes that are to be monitored. You assign a default template at the business unit level. When you enable change control on a project, this system populates the template that you assigned at the business unit level as the default, but you can override it by selecting a new template.
This table lists the attributes for which you can enable change control and the level of control available for each attribute:
|
Attribute |
User Input |
On |
Off |
|---|---|---|---|
|
Project Level - Updating Project Dates |
Yes |
Yes |
Yes |
|
Project Level - Updating Project Status |
Yes |
Yes |
Yes |
|
Project Resource Level - Add and Delete Resource |
Yes |
Yes |
Yes |
|
Project Resource Level - Updating Resource Dates |
Yes |
Yes |
Yes |
|
Activity Level - Add and Delete Activities |
Yes |
Yes |
Yes |
|
Activity Level - Updating Activity Dates |
Yes |
Yes |
Yes |
|
Activity Level - Updating Activity Status |
Yes |
Yes |
Yes |
|
Activity Level - Change Milestones |
Yes |
Yes |
Yes |
|
Activity Resource Level - Add and Delete Resources |
Yes |
Yes |
Yes |
|
Activity Resource Level - Updating Resource Units |
Yes |
Yes |
Yes |
|
Transaction Level - Add and Delete Transactions |
No |
Yes |
Yes |
|
Estimate to Complete Level - Updating Estimate to Complete |
No |
Yes |
Yes |
|
Budget Plan Level - Finalize Budget Plan |
Yes |
Yes |
Yes |
When change control is enabled and you designate specific attributes in the template to have change control, the system stores a record of all the data changes to these attributes on the Change Control Information table (PC_CHC_INFO). If specified, the system requires the user who initiates the change to enter the reason for making a change before the changes take place. After changes take place, you can view a summarized list of the changes and the details of each change.
These steps describe how to implement the change control management functionality:
Use the Change Control Template page to create a change control template that defines the attributes to monitor, such as whether the changes require a reason from the user who initiates the change.
Once created, specify the default change control template for a projects business unit on the Program Management Options page.
Enable change control and select a template at the project level by using the Program Management page.
If the change control template you select specifies change control for attributes at the activity level, you can disable it for individual activities on the Activity - Definition page for the User Input and On levels.
Make changes to the project, budget or ETC as necessary.
As changes are made, the system records the name of the user who is making the change, the change that is made, and the date for data changes in the PC_CHC_INFO table. You can view the changes on the Change Control Monitor page and Change Control Details page.