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Purpose

This guide provides step-by-step instructions for modifying a Lab Planning project.

EERE Project Leads & Principle Investigators

2–5 minutes

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

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

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.

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.

Click Submit to finalize and send the changes for approval.

The project status updates to Pending Mod Approval.
The modification is routed to your Account Administrator for review.
The administrator 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.

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

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