Create a project change request for a case

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • The customer project manager can create project change requests for cases that have been created for customer projects and project tasks.

    Vorbereitungen

    Role required: customer project manager (it_project_manager + sn_customerservice.projectmanager)

    Warum und wann dieser Vorgang ausgeführt wird

    The project manager can create one project change request for a case.

    Prozedur

    1. Navigate to Customer Service > Projects > All.
    2. Click a project in the Customer Projects list.
    3. In the Cases related list, click a case.
    4. Click Create Project Change Request on the Case form.
      The system creates a new change request for the project, copies the case short description to the Title field, and the case priority to the Priority field.
    5. Fill in the details for the change request and click Save.
      The system does the following after you save the change request:
      • Adds the case number to the activity stream on the Project Change Request form.
      • Adds the project change request number to the activity stream on the Case form.
      • Adds the project change request to the Project Change Requests related list on the Customer Project form.
      • Adds the project change request to the Project Change Request field in the Related Records section of the Case form.