Admin Guide - Add the Change Request Feature to Projects

Last Modified On: June 2, 2025

A change request is a formal proposal to modify any aspect of the project. It might come from stakeholders, the project team, or external factors, and it needs to be evaluated before being approved or rejected.

A change log is a central record of all change requests, including:

• What the requested change is

• When it was submitted

• Who requested it

• Its current status (e.g., submitted, approved, rejected)

• Approval/rejection reason

• Impact analysis (on scope, timeline, budget, etc.)

You can create and manage change requests directly in Inspire Planner projects.

This help article guides you through the required configurations to enable the creation and management of project change requests.

Please note:

You must be a Salesforce System Administrator to complete the steps outlined in this article as it requires access to Salesforce Setup.

Enable Access to Change Request Object and Fields

Access to the Change Requests Object and Fields is already included with the following Inspire Planner Standard permission sets:

• Inspire Planner Standard User - v1.12 Permissions
• Inspire Planner Standard User - Customer Community Plus
• Inspire Planner Standard User - Agile Project Management

You will only need to complete the steps in this section if you are using custom permission sets.

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on your custom permission set. The image below is just an example.
   
   
    
3. Click on Object Settings.
   
   
    
4. Go to Change Requests.
   
   
    
5. Click on Edit.
   
   
    
6. Enable the following object permissions:
   
   Read
   Create 
   Edit
   Delete
   View All Records
   
   
    
7. Enable Read Access and Edit Access for all fields in this object. 
   
   
    
8. Click on Save when you are finished. Repeat the steps above for all your custom permission sets.

Add Change Requests to Project Page Layout

Next, you will need to modify your Project Page Layout to include the Change Requests Related List.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Project" in the Quick Find box and click on Project.
   
   
    
3. Go to Page Layouts and click on the page layout you use for waterfall projects. The image below is just an example.
   
   
    
4. Click on Related Lists and then drag and drop Change Requests to your desired area on the page.
   
   
    
5. Click on the Related List Properties icon to choose which fields are displayed as columns in the related list.
   
   
    
6. We recommend adding the following fields; however, you can choose which fields are more relevant to your users.
   
   Change Request Name
   Change Request #
   Status
   Change Type
   Priority
   Urgency
   Submitted Date
   Closure Date
   External Approver
   Internal Approver
   
   Then, click on OK at the bottom of the window.
   
   
   
    
7. Click on Save to save the changes you made to the project page layout. Repeat the steps for all the page layouts you use (for example, if you are using record types or would like to be able to create and manage change requests for Task List and/or Agile projects).

Add Change Requests to Project Lightning Record Page

You will need to modify your Project Lightning Record page to include Change Requests.

 

Please note:

The following standard Inspire Planner Project Lightning record pages already include the Change Requests component. You only need to modify your Project Lightning record page if you’re using a custom one—otherwise, you can skip this step.

• Inspire Planner - Multi-Project Type
• Inspire Planner - Multi-Project Type (LWC)
• Inspire Planner - Project Lightning Layout
• Inspire Planner - Project Lightning Layout (LWC)

1. In the Project Object, go to Lightning Record Pages. Click on the Lightning record page you are using for your projects. The image below is just an example.
   
   
    
2. Click on Edit.
   
   
    
3. Click on the Tab area of the Lightning Page. Then, click on Add Tab.
   
   
    
4. It will add a new "Details" tab as a default. Click on it and set the following values:
   
   Tab Label = Custom
   Custom Label = enter "Change Requests"
   
   Click on Done when you are finished.
   
   
    
5. You will now see a new tab with the custom label you entered. To reorder the tabs, simply drag and drop the Change Requests tab to the desired position.
   
   
    
6. Next, click on the Change Requests tab on the page.
   
   
    
7. From the list of Standard Components on the left, drag Related List - Single into the Change Requests Tab.
   
   
    
8. In the panel on the right, set the following:
   
   Related List = Change Requests
   Related List Type = Enhanced List
   Number of Records to Display = 20
   Show list view action bar = TRUE
   
   
    
9. If you’re working with Task List and Agile projects and want to include Change Requests for these project types, repeat steps 3–7 in the tab section of the Lightning record page for each project type. Click on Save when you are finished making adjustments to your Lightning record page. If you have not yet activated the Lightning record page, you will also need to activate it.