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Change request template

Describe the change and its impact on effort, cost and dates, and get a change request ready to approve.

Free, runs in your browser, no sign-up. Updated 2026-10-25.

Priority
hours
USD/hour
days

Result

Change request "Add CSV export to the invoice list": 16 hours, $800, 2 working days added.

Your change request

# Change request CR-001: Add CSV export to the invoice list

| Field | Value |
|---|---|
| Project | Customer portal |
| Requested by | Product owner |
| Date | - |
| Priority | Medium |

## What should change

Customers can download the invoice list as a CSV file, with the same filters as the screen.

## Why it is needed

Finance teams at three customers reconcile invoices in spreadsheets and asked for it during the pilot.

## Impact

- Effort: 16 hours
- Cost: $800 (16 hours at $50 an hour)
- Schedule: 2 working days added

## What it affects

- Invoice list screen
- Invoices API
- Tests and release notes

## Risks

- Large accounts may export thousands of rows: limit or stream the file

## Options considered

- PDF statement only (rejected: finance needs editable data)

## Decision

- [ ] Approved
- [ ] Approved with changes
- [ ] Rejected

Approved by: ______________________  Date: __________

Assumptions

Every number the result depends on, and where it comes from. Change any value and the result updates.

AssumptionValueSource
Hourly rateUSD/hourOceanLab's engineering rate of $50 an hour by default. Use the rate in your contract.Reviewed 2026-10-25

Send this change request to OceanLab

Opens an email to OceanLab with this result and a link to your inputs. Nothing is sent until you press send, and there is no sign-up.

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Method

How this is calculated

The form follows what an approver needs: what changes, why, priority, effort in hours, cost (hours × rate), schedule impact, what it affects, risks and the options considered.

The rate defaults to OceanLab's engineering rate of $50 an hour. Use the rate in your own contract.

The document is built in your browser as Markdown, with an approval block at the end.

FAQ

Questions about this tool

When do I need a change request?

Whenever a change moves the agreed scope, cost or dates. It keeps both sides clear on what was agreed, and is most important on fixed-price and milestone contracts.

Should small changes get one too?

Agree a threshold, for example anything over a day of work. Smaller changes can be batched into one request.

What rate does it use?

OceanLab's engineering rate of $50 an hour by default. Change it to the rate in your contract.

Is anything I enter sent anywhere?

No. The tool runs in your browser and there is no sign-up. Nothing leaves the page unless you choose to email your result to OceanLab.

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