Guidelines: Important Decisions in Configuration & Change Management

  • Decide How to Perform the Workflow
  • Decide How to Use Artifacts

The following decisions should be made regarding the Configuration & Change Management discipline’s workflow:

Document the decisions in the Development Case, under the headings Disciplines, Configuration & Change Management, Workflow.  

Decide How to Use Artifacts

Decide which artifacts to use and how to use each of them. The table below describes those artifacts you must have and those used in some cases. For more detailed information on how to tailor each artifact, and a discussion of the advantages and disadvantages of that specific artifact, read the section titled “Tailoring” for each artifact.

For each artifact, decide how the artifact should be used: Must have, Should have, Could have or Won’t have.

Artifact Purpose

Tailoring (Optional, Recommended)

Change Request Used to track requested changes to project artifacts, including defects. Recommended for most projects.
Configuration Management Plan Describes all Configuration and Change Control Management (CCM) activities to be performed during the the product or project lifecycle.


Project Repository Stores all versions of project files and directories.


A configuration management system to track versions of files and builds is recommended for all projects.

Workspace Provides a private development area within which a team member can make changes to artifacts without the changes becoming immediately visible to others.

Recommended for most projects.

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