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Function documentationRecording Changes

 

In Project Management, changes made to the following objects can be recorded automatically by the system:

  • Projects

  • Project templates

  • Checklist templates

  • Control plans

  • Control plan templates

The system records the creation, changing, and deletion of these objects in change documents. You can display these documents and track the changes made to an object in the objects itself.

Integration

The creation of change documents triggers a workflow. For more information, see Workflow.

Prerequisites

The following settings are required for change document creation:

  • You have activated the creation of change documents for the individual object types in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step Activate Change Documents End of the navigation path.

  • If required, you have suppressed the recording of specific changes by implementing method MODIFY_CHANGE_DOCUMENTS in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step BAdI: Creation of Change Documents End of the navigation path. For more information, see the Customizing activity documentation.

The following settings are required for change document display:

  • If required, you have suppressed the display of specific change documents or change document items by implementing method CDFILTER in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Basic Settings Next navigation step BAdI: Display of Change Documents End of the navigation path. For more information, see the Customizing activity documentation.

  • In Project Management under Start of the navigation path Services Next navigation step User Settings End of the navigation path, you have selected the Display Change Documents checkbox, thus activating the Change Documents tab page in the Detail view of project elements in operative projects, project templates, and checklist templates.

  • You have admin authorization for the objects whose change documents you want to display.

Features

If the creation of change documents is active for an object type, changes made to dependent objects are also recorded. For example, for projects, the system not only records changes you make to the project definition, but also changes to dependent objects such as checklists, tasks, roles, and phases including approvals. If, for example, you want to record changes to roles, the creation of change documents must be active for projects.

You can track the recorded changes in projects, project templates, and checklist templates on project element level. Go to the Detail subview of an element in the Structure view, or the Details subview of a role in the Resources view. On the Change Documents tab page of this subview, changes recorded for this project element or role are listed with their old and new values, the date and time of the change, and the user who performed it. You can select the time frame for which change documents are to be displayed.

Caution Caution

Change documents with long text fields, such as notes for staffing, are not displayed on the Change Documents tab page.

End of the caution.