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Dynamics 365 Community / Forums / Project Service Automation forum / How to Implement CR (C...
Project Service Automation forum

How to Implement CR (Change Request) in PSA

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Posted on by Mohit B 10

Hi Experts,

I need your inputs on How to implement CR (Change Request) functionality in PSA. Suppose there is a project currently going on and customer has requested a new requirement which was not a part of previous project planning. How can we implement CR(change request) in PSA. 

Regards,

Mohith

Categories:
Project Service Automation
Costing Pricing and Billing
Project Planning and Tracking
I have the same question (0)
  • Suggested answer
    Mohit B Profile Picture
    Mohit B 10 on at
    RE: How to Implement CR (Change Request) in PSA

    Answering my question so that its useful for others. Following are the activities we have performed.

    1. currently we need to implement a functionality for revising contract. Because currently once contract is confirmed it cannot be edited. So we have added revise button which would change the status of contract to Draft.
    2. Generally for CR's customer share the separate PO document. So we are creating new Project Based Line and created 2 fields. 1st field is 'Type' which has 2 values  CR or SOW. And 2nd field is "Parent Project" new lookup of project field because current 'Project' field can only associate with one- Project Based Lines. We have added approval process for CR  approval.

    Hope this helps someone.

  • Suggested answer
    Gupta Kuldeep Profile Picture
    Gupta Kuldeep 2,060 on at
    RE: How to Implement CR (Change Request) in PSA

    Good question Mohit!

    The answer is:

    you need to edit the existing contract to add a line in the Contract line details, so that the contract amount gets updated and the same project can be used.

    Then you can add a task on the project and you can get the time entry and approvals done for the same.

  • Mohit B Profile Picture
    Mohit B 10 on at
    RE: How to Implement CR (Change Request) in PSA

    Hi Kuldeep/Scott,

    As suggested by you to create Contract Line for CR. Do I need to create a Project Based Contract Lines or Product Based Contract Line. If its Project Based Contract Lines it is not allowing to associate the existing project. Please advice on this.

    Regards,

    Mohith

  • Suggested answer
    Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at
    RE: How to Implement CR (Change Request) in PSA

    In the past, I've created a Change Request entity that had details that would be included in a project task.  In addition, fields to determine impact to project etc.  I then had a Flow to create an approval process.  Once approved by all, then you can either automate or manually create additional contract lines and update the project plan/project tasks.

    Please mark this answer as verified in case it helped you. This is merely to help the community.

  • Suggested answer
    Gupta Kuldeep Profile Picture
    Gupta Kuldeep 2,060 on at
    RE: How to Implement CR (Change Request) in PSA

    HI Mohit,

    If it is a T&M Project then add a Task in the Schedule and get the time entry done and then invoice it. 

    Get the contract revised by adding an addiitonal contract line to add this value so that the updated amount comes in to contract.

    But, for this you will have to change the contract to Draft state first and then make the change. then reconfirm it.

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