Change Analysis

This dashboard provides a way to analyse scope changes that have been raised against portfolios, programmes, projects, proposals, and services. The page is typically used as a drill-down from summary dashboards to show, for example, all changes associated with a particular project, or all changes escalated to programme level for a particular programme. The dashboard can therefore be used by different roles be it an individual project or programme manager or someone from the PMO looking across all changes.

• Use the filter fields beneath the title bar to define what changes are displayed in the dashboard.

• With the exception of portfolio and programme filters the filters support multiple values.

• This content area is used to highlight upcoming dates when change requests fall due. This is driven from the field ‘Due Date’ on the change form.

• By default, the time range is for the next 6 months. Use the drop-down field in the top-right of the content area to switch to a different timeline.

• Summary bar chart of persons who are responsible for managing the changes meeting the filter criteria.

• This table provides a list of all the changes meeting the filter criteria. Click on the ID to open the change form. The change form will show all change fields and allow updating (depending on status). The form will also display available actions to the user such as approving the change. Comments can be raised against the change. The form also provides a history of all changes to the change.

• To change the ordering of the table, click on a column header to order by that column or use the ‘Order By’ filter to the top right of the table.

• Use the ‘Excel’ icon to export the table to Excel.

• Changes cannot be created from this dashboard. Navigate to the proposal, project or service against which the change should be logged and use the workbook to create new changes. Alternatively, changes can also be created when submitting a status report.

• Click on the change ID in the change table to open the change form for editing. Not all fields may be editable in the given status.

• Click on the change ID in the change table to open the change form. Select the Comments tab on the change form and enter any comments in the field provided.

• After entering comments, navigate back to the ‘Info’ tab and click on ‘Save’.

• Click on the change ID in the change table to open the change form. Select the ‘History’ tab to view an audit trail of changes.

• Each change is associated with a workflow which defines the process the change follows from creation to being closed. Typically, the process will include an approval step.

• Click on the change ID in the change table to open the change form. Available actions will appear as buttons to the top right of the form.

• Click on the change ID in the change table to open the change form. If the change is not yet assigned, choose a person from the ‘Assigned To’ drop-down field.

• If the change is already assigned, change the ‘Assigned To’ field to the new assignee.

• Click on the ‘Save’ button.

• If the change needs to be escalated to a higher level, for example programme or portfolio level, click on the ID of the change in the change table to open the change form.

• Select an escalation level against the field ‘Escalation Level’ and click on ‘Save’. The change will then appear as an escalated change on the programme or portfolio dashboard.

• By default, changes are closed once they have been approved and replanning completed however the change workflow may be configured to remain open until completed and have an explicit close step.

• If available, click on the ‘Close Change’ button to the top right of the form.

• Use the filters to select the changes to be displayed.

• Use the cog icon in the change table to select which fields should be displayed in the table and exported.

• Click on the ‘Excel’ icon in the change table (to the right of the ‘Order By’ filter).

Q: There are no action buttons available to me on the change form, other than ‘Save’.

A: Ensure that you have the correct authority to action the change. Contact your Administrator if you think you should be able to action the change.

Q: How do I exclude closed changes?

A: Use the status filter to select only ‘Open' statuses.