How to Modify a Project

Before You Begin

• The project status must be either Approved or Mod-Approved.
• Approved projects are read-only and locked by default until a modification is initiated.

Follow the steps below:

Step 1: Initiate a Modification

1. From the Lab Planning Home page, locate your project.
2. Click the dropdown menu and select Edit.
3. From the Manage Project dropdown, select Initiate Modification.

Note: The project must be in Approved or Mod-Approved status to initiate a modification.

Step 2: Select Type of Change

From the Type of Change dropdown, choose one of the following options:

• Project Modification – Update or revise an existing project. The project status will change to Mod at HQ/Lab.
• Project Complete – Indicates all deliverables and tasks are completed. The status will change to Completed.
• Project Discontinued – Indicates the project is being terminated before completion. The status will change to Discontinued.

If you select Complete or Discontinued, an additional field will appear:

• Project End Date – Manually enter a date or select one using the calendar icon.

Step 3: Provide Justification

• Rationale for Change – Clearly explain why this change is being made.
• Description of Change – Provide details about what is being changed or updated in the project.

Step 4: Submit Changes

Click Submit to finalize and send the changes for approval.

What Happens Next

• The project status updates to Pending Mod Approval.
• The modification is routed to the Office Admin then Director for review and approval.
• A reviewer may:
  • Approve the modification — the project status becomes Mod-Approved and a new version is created.
  • Cancel the modification — you will receive a notification with instructions to revise and resubmit.

Result

All updates and status changes are recorded in the Change History.

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