Field help (CCMCRPLAN)
Use this field to identify the project manager who will be responsible for planning the scope of the requirements and key deliverables for this change request.
The default planner is the Sage X3 user defined in the CCMPLADEF - Default planner parameter (TC chapter, CCM group).
You can assign this change request to a different planner, if required. Simply type in, or select a user code from the list of users approved for involvement in your "change management" process as project managers or "planners". The query displays each user’s Role and Department if appropriate values have been defined in their CCMROLE - Role and CCMDEPT - Department user parameters (TC chapter, CCM group).
They will receive confirmation of this by email, if the folder level CCMEMAILP - Email planner parameter (TC chapter, CCM group) is set. The email will contain a URL (uniform resource locator) to the action plan.
This field is mandatory if the status of this change request is Plan.
You can only change the default or the assigned project manager if you meet one of the following conditions:
- You are logged in as the current change manager for this change request.
- You are approved for involvement in your "change management" process as a planner.
- The new planner's Sage X3 User record has approval for the site specified on this change request (if a Site has been specified).
- The change request is currently active, that is, its status is not Closed.
If you have assigned yourself as the planner you will not receive a notification email.
Change control management planning (Change control > Plan)