View change request page

This page is shown in Figure 1 and shows all the information relating to the selected change request.

Figure 1 – Change request view page

The  top header area allows you to  edit,  delete, or move the change request; or to add new task groups, tasks, milestones, budgets, benefits actions , risks, exceptions, assumptions attachments or  comments to this change request. From here you may also allocate the change request to a user, or complete the change request. If the change request is on a project then there will be two additional buttons in the top header area:

• The  Add requirement button allows you to add a new requirement to the project and link it as a dependent of this change request. This would be equivalent to creating a new requirement on the project and then manually adding this change request as a source of that requirement.

• The  Edit impacts button allows you to select which requirements of the project are directly impacted by this change request. You only need to select the highest level requirements. All the dependent requirements and test cases will be listed in the Impact Report.

Some details of the change request are displayed just below the top header area in subsections such as the change request’s location within Psoda, it’s title, category, required by date, priority and estimate information. In another subsection below the top header area, you will be presented with workflow information, that may allow for you to request or authorise a state transition and will indicate what workflow has been applied to this request. The rest of the page is made up of a number of tabs or sections (depending on your selected view):

 Actions

This tab shows an asset listing of all of the actions registered for this change request, as shown in Figure 2.  By default, this table will present you with a number of details about the actions such as it’s reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page. From the Actions column of this actions table, you can act on individual actions by editing, deleting, escalating or moving the chosen action.

Figure 2 – Change request actions tab

Note that you can customise your table view by clicking the edit button at the bottom of the action table. Here, you can also export this list to Excel or CSV files.  

 Assumptions

This tab shows an asset listing of all of the assumptions that have been added to this change request, as shown in Figure 3.  By default, this table will present you with a number of details about the assumptions such as it’s reference, title, description, the user who created this assumption and it’s current state. If you click on the reference link of the listed assumption, you will navigate to that assumption’s view page. From the Actions column of this assumptions table, you can act on individual assumption by editing, deleting or moving the chosen assumption.

Figure 3 – Change request assumptions tab

Note that you can customise your table view by clicking the edit button at the bottom of the assumption table or navigate to this same spot to add more assumptions to this change request individually or import multiple from a CSV file. Here, you can also export this list to Excel or CSV files.

Attachments

This tab shows an asset listing of all of the attachments that have been added to this change request, as shown in Figure 4.  By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link. From the Actions column of this attachments table, you can act on individual attachments by editing, deleting, moving or locking/unlocking the selected attachment.

Figure 4 – Change request attachments tab

Note that you can customise your table view by clicking the edit button at the bottom of the attachment table or navigate to this same spot to add more attachments to this change request. Here, you can also export this attachment list to Excel or CSV files. At the very bottom of this tabbed view, you have the option to add more attachments by utilising the drag and drop functionality to drag the files you wish to upload into the drop box (note that this function works in HTML5 compliant browsers only).  

 Benefits

This tab shows an asset listing of all of the benefits defined for this change request, as shown in Figure 5. By default, this table provides measurement information about the benefits listed, it’s title and a progress indicator. From here you may also view the workflow profile. If you click the link in the reference column, you will navigate into the chosen benefit’s view page. From the Actions column of this benefits table, you can act on individual benefits by editing, deleting or moving the chosen benefit or adding a sub-benefit or linking benefits.

Figure 5 – Change request benefits tab

Note that at the bottom of the table you can add more benefits, or customise your table view by clicking the edit button to show or hide certain benefit information, or export this benefit list to Excel or CSV files.

 

 Benefit Map

Instead of a table view, this tab provides a graphical view of your benefits.  The benefits map is generated from the information you put in the benefits table. Figure 6 below shows an example benefits map:

Figure 6 – Change request benefit map

This interactive map permits selection of benefits, comments and initiatives to be moved within this map. Zoom in or out on certain map areas using the red arrow on the right-hand side of the map and pan around by clicking on the background and dragging.

 Budgets

This tab shows an asset listing of all of the budget groups or budget items that have been added to this change request, as shown in Figure 7.  By default, this table shows the baseline and actual cost details for this budget or group, together with all of the budget items and groups it contains. From the Actions column of this budgets table, you can act on individual budget groups by editing, deleting, moving, copying, linking, baselining the chosen budget group or you may have options to add a sub-group or budget item to the group. You can act on any listed budget items from this same column by editing, deleting, moving or adding an expense item to the selected budget item.

Figure 7 – Change request budgets tab

Note that you can customise your table view by clicking the edit button at the bottom of the budget table or navigate to this same spot to add more budgets to this change request, or import a number of budgets from a CSV file. Here, you can also export this budget list to Excel or CSV files.

 Comments

This tab shows an asset listing of all of the comments that users have made on this change request, as shown in Figure 8.  By default, this table will present you with a number of details about the comments such as, the date that this comment was last updated, who created the comment, the comment itself and any associated tags to name a few. From the Actions column of this comments table, you can act on individual comments by editing or deleting  the selected comment.

Figure 8 – Change request comments tab

Note that you can customise your table view by clicking the edit button at the bottom of the comment table or navigate to this same spot to add more comments to this change request. Here, you can also export this comment list to Excel or CSV files.

 Deleted assets

This tab shows an asset listing of all of the assets that users have deleted or moved from this change request, as shown in Figure 9.  By default, this table will present you with a number of details about the assets such as, the time it was deleted or moved, it’s parent asset (if applicable), what type of asset it was, it’s name and which user acted on it.

Figure 9 – Change request deleted assets tab

Note that you can customise your table view by clicking the edit button at the bottom of the tables. Here, you can also export the list to Excel or CSV files.

 Details

Figure 10 – Change request details tab

This tab shows some additional details on the change request, for example the description, implication, necessary dates, origin and owner, as shown in Figure 10.

 Exceptions

This tab shows an asset listing of all of the exceptions that have been added to this change request, as shown in Figure 11.  By default, this table shows the exception’s title, description and consequences, as well as any recommendations and who created the exception. If you click on the link in the reference column, you will navigate into the selected exception’s view page. From the Actions column of this exceptions table, you can act on individual exceptions by editing, deleting  or moving the selected exception.

Figure 11 – Change request exceptions tab

Note that you can customise your table view by clicking the edit button at the bottom of the exceptions table or navigate to this same spot to add more exceptions to this change request. Here, you can also export this list to Excel or CSV files.

 GANTT

This tab shows the GANTT chart shown in Figure 12, generated by the information in your Schedule tab of the change request. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.

On the right-most side of the chart we have a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependant). The users who are allocated to each asset will have their names written next to this asset’s timeline.

Figure 12 – GANTT chart

At the very bottom of this tabbed view you are presented with a number of table information formatting options which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the view tasks & milestones link will navigate to the Schedule tab so that you can expand or contract the work breakdown structure viewed in the GANTT.

 History

This tab shows shows some basic history of the change request, as shown in Figure 13.  By default, this tab will present you with a number of details about the change request’s history such as the creation date, creation user, last update date and last update user. If the change request has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.  

Figure 13 – Change request history tab

Note that you can customise your change table view by clicking the edit button at the bottom of the change table. Here, you can also export this list of changes to Excel or CSV files.

 

 Impacts

This tab shows an asset listing of all of the existing requirements on the project that have been impacted as a direct result of this change request, as shown in Figure 14. If you click on the link in the reference column, you will navigate into the selected impacted asset’s view page. From the Actions column of this impacts table, you can act on individual exceptions by editing, deleting  or moving the selected exception.

Figure 14 – Change request impacts tab

Note that you can customise your table view by clicking the edit button at the bottom of the table. Here, you can also export this list to Excel or CSV files.

 Interactive GANTT

This tab shows the interactive GANTT chart shown in Figure 15, generated by the information in your Schedule tab of the change request. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.

On the right-most side of the chart we have a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependant). The users who are allocated to each asset will have their names written next to this asset’s timeline.

Figure 15 – Change request interactive GANTT tab

At the very bottom of this tabbed view you are presented with a number of table information formatting options which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the view tasks & milestones link will navigate to the Schedule tab so that you can expand or contract the work breakdown structure viewed in the GANTT.

 New requirements

This tab shows an asset listing of all of the new requirements on the project as a direct result of this change request, as shown in Figure 16. If you click on the link in the reference column, you will navigate into the selected requirement’s view page. By default this requirements table will list some details for the requirements such as the reference, category, description, priority, weighting and current state. From the Actions column of this requirements table, you can act on individual requirements by editing, deleting  or moving the selected requirement or sub-folder. Note that you can customise your table view by clicking the edit button at the bottom of the table. Here, you can also export this list to Excel or CSV files.

Reports

This tabbed view shows a listing of the reports as seen in Figure 17, listing any reports available for this change request. Figure 32 shows a portion of this alphabetical listing, and your specific list may vary slightly depending on if your System Administrator has created any new report templates that have been customised to be available to your change requests only.

Figure 17 – Report table

This listing is unable to be customised, but provides the name of the report and a more detailed description of what information this report is built for and how the report is grouped.

The Impact report is particularly useful as it lists out all of the impacted requirements and their dependents. It also shows the list of impacted test cases that may need to be re-tested when this change request is implemented. The other report that may be of interest is the Action progress report. This report shows a summary of all of the actions on this change request.

Once you click on a report’s name, the run report form will popup. These popup forms vary depending on the report being run.

 Risks

This tabbed view shows the risks table as seen in Figure 18, listing any risks that have been logged for this change request. By default, you will be shown the risk’s context, reference, title, description, proximity, any workflow transitions that may be available and other details also captured in the screenshot below. The Actions column of this table provides accessible functions to act on a chosen role. These functions include editing, escalating, deleting, moving, or copying a chosen risk. You may also add an issue, comment or attachment to the selected risk via this column as well.

Figure 18 – Risk table

Note that at the bottom of this table you can add another risk, or import a number of risks from a CSV file, or customise your table view by clicking the edit button to show or hide risk information, or export this risk list to Excel or CSV files. At the very bottom of this tabbed view you will be shown which risk view has been applied.  

 Schedule

This tab shows an asset listing of all of the new task group, tasks and milestones on the project as a direct result of this change request, as shown in Figure 19. You will have a non-billable tasks group folder already in this listing, containing leave and public holidays. By default, this table includes the reference, title and description of the task, task group or milestone, important scheduling information, who the asset is allocated to, along with the available actions that can be taken on the listed asset and any tasks or milestones that have to be completed first. The Actions column of this table provides accessible functions to act on a chosen task group, task or milestone. These functions may include editing, deleting, moving, adding a new task sub-group, task or milestone, linking a task group, task or milestone and adding comments or attachments. The specific actions that are available in this column will depend on the type of the chosen asset.

Figure 19 – Change request tasks and milestones tab

Note that you can customise your table view by clicking the edit button at the bottom of the table, from here you can also add another task group, task or milestone. Here, you can also export this list to Excel or CSV files. At the very bottom of this tabbed view you are presented with a number of table information formatting options which will increase/decrease the information you’re presented with, as well as other options to import task group/WBS information, view the information  in a GANTT format or run a recalculation.