Change request templates

Change request templates are pre-written change requests for changes that keep happening. A template fills the type, category, source of funding and impact fields. The person raising the request edits from there.

Who can open it: template.view. Who can edit: template.manage (Owner, Admin and PMO by default).

New workspaces start with five templates (scope, schedule, cost, resources, risk) and no change requests raised.

Add or edit a template

1. Open Settings → Governance → Change request templates.
2. Select Edit on a row, or add a new template below the table.
3. Fill in the dialog and save.

Field	Options and rules
Name	Required, up to 200 characters
Description	Up to 2000 characters. Shown on the list
Category	Required, must be an active category
Type	Standard (pre-approved, approves itself on submit), Normal (change-control board), Emergency (actioned first, reviewed after)
Approver side	Internal, Client, Both
Priority	Low, Medium, High, Critical
Source of funding	Project contingency, Requires special approval, Internal resources, Other cost centres
Default description / justification	Up to 4000 characters each
Schedule impact (days)	Whole number
Currency, One-time cost, Recurring cost, VAT	Costs are not negative, at most 2 decimals. Currency defaults to the reporting currency
On the list	Whether the template is offered

The table shows Template, Type, Category, Approver side and how many requests were Raised from it.

Remove deletes a template. It no longer appears, and requests already raised keep their content.

Categories

The Categories card is the list of what a change is a change to. Add, rename and deactivate categories. A category that still has active templates under it can't leave the picker, so move or deactivate those templates first.

TIP

Use Standard type only for genuinely pre-approved changes. It approves itself on submit.