Use the Downstream Change form to notify downstream CAMS of changes to their workflows as a result of a change request in a different control account.
A Downstream Change is automatically created when the Create Downstream Workflows step action is executed. You can use this form to view the control account that was changed as a result of a change request in a different control account. Downstream changes are meant to be read only. They are there for informational purposes only.
See The Downstream CAM's are Notified on the Change Management Process page for more information about this process.
For more information on change management, see the following:
Downstream changes are not really part of the actual change request but are instead the effect of a change. Thus the control accounts relating to the downstream changes are not displayed on the parent form.
You can click the parent title to see the parent control account that caused the change; however, you cannot see the time phased adjustments and changes to the work package dates in the downstream form. You can view the time phased adjustments and changes to the work package dates by accessing the temporary cost project, or waiting until the parent change request is approved.
The default Downstream Change form only provides information and therefore has no editable fields. You can, however, edit the workflow steps exactly as you would for any other workflow. For example, you may want to notify other people of the change. After you approve the change, the default workflow steps have Publish as an action on the step. This action changes the workflow status to Published which is used as a filter in the sample dashpart titled Important Workflows. This dashpart can be used to display the Initial Work Authorization and all approved changes to the control account.
You should not refresh the change request or it will invalidate the information.
You should not add fields, other than the project and control account, to the email or the data will be incorrect since it will be from the source project and will not include the change.
You should not add fields, such as the BAC, to the form. They will either be blank or the information will come from the source project and will not reflect the change.
Use the toolbar to save the change request, view the List View, or access help.
The Downstream Change form includes the following tabs by default:
Learn about parent/child relationships
Learn about parent/child workflow
Create a budget change request
Create a forecast change request
Learn about navigation of parent/child workflows
Customize the form using Form Designer