Change Order/Documenting Iterations - How do you do it? | Community
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Kate-Tomaszek
Level 2
October 4, 2022
Question

Change Order/Documenting Iterations - How do you do it?

  • October 4, 2022
  • 1 reply
  • 1087 views

We are looking to implement a process to document the number of iterations a project/request has gone through based on feedback/changes from our requestors/reviewers. I was thinking of adding a custom form for the project managers to track iterations as it would become a reportable field. Any other processes or ideas that have worked for you/your org?

 

Thank you! 

Kate Tomaszek 

katherine.tomaszek@thehartford.com

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1 reply

ElliotLeson
ElliotLeson
Level 3
October 4, 2022

I created a template with a custom form that is used for Change Orders.

When a change order is needed they drop in the template and fill out the custom form.

Parent Task: CHANGE ORDERS

Child Task: Change Order #1

Child Task: Change Order #2

 

The task and custom form now have reportable infromation and the info stays within the project for one source of truths.

 

K
Kate-TomaszekAuthor
Level 2
October 4, 2022

Thanks for your reply! Do you apply a standard duration for the change order tasks that are added? Or is it up the project manager to modify the dates of the task to properly reflect the work and schedule? 

ElliotLeson
ElliotLeson
Level 3
October 6, 2022

@elliotleson  That naming convention is interesting. Do you label them with that prefix actually? We had been thinking of relying on metadata but having a stricter naming convention to have consistent task names and consistent "rounds" is an excellent idea. 


Yes, we name the tasks with the prefix in the templates so the phases do not have to be typed in each time a project is createed. This assists assignees that are on multiple projects to know which round they are in. Especially when the assignee has to add their time to the task.

I've also created a template for rounds with [RDX] so if the project owner goes over two rounds they just drop in the template and update the round number.

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