Salesforce Project Management Software by Aprika

Change Requests

Change Requests

Mission Control Salesforce Project Management Change Request Edit Mode

Change Requests

Manage Project Scope

Change Requests help you manage changes in project scope to avoid budget overruns, timeline delays and resource allocation issues

What are Change Requests?

The Change Requests feature in Mission Control enables you to efficiently track and manage any modifications to the scope of a project.

As a child record to both the Project and the Opportunity, a Change Request can be created directly from either the Project or the Opportunity’s related list.

This feature allows you to document and handle adjustments that occur due to changes in project scope, whether it’s an increase or decrease.

Mission Control Salesforce Project Management Change Request List View
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Why are Change Requests important?

Managing changes in project scope is a critical aspect of successful project management. Without proper documentation and tracking, even minor changes can lead to significant budget overruns, timeline delays, and resource allocation issues.

The Change Requests feature ensures that every modification to the project scope is accounted for, providing a structured way to evaluate the impact on both the project and the related opportunity. This feature enables teams to adjust the project budget and opportunity amounts accordingly, ensuring that all stakeholders are aware of the changes and their potential impacts.

Your Salesforce Project Management Command Center

Mission Control provides an extensive feature set to enable you to manage your end-to-end Project Management in Salesforce

What are the benefits of Change Requests?

The Change Requests feature offers several key benefits:

  1. Accurate Budget Management: By adjusting the project budget or opportunity amount directly from the Change Request, you ensure that the financial aspects of the project remain aligned with the actual scope.
  2. Improved Project Tracking: This feature provides a clear and documented history of all changes, helping teams track how and why the project scope evolved over time.
  3. Enhanced Communication: With the ability to create Change Requests from either the Project or Opportunity, all relevant parties are kept informed, reducing the risk of miscommunication and ensuring that decisions are made based on accurate, up-to-date information.
  4. Strategic Decision-Making: By understanding the impact of scope changes on both project budgets and opportunities, your team can make more informed decisions that align with overall business goals.
Mission Control Salesforce Project Management Change Request Edit Mode

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