Use this dialog box to export the Change Details report and/or the cost/schedule change logs and attach them as Excel spreadsheets to the workflow form Links tab. Exporting this data is useful because once the change request is complete, this information is no longer available from the workflow form.
This step action must be added to the Complete step before the Apply Schedule Changes, Apply Cost Changes, and Remove Temporary Data step actions.
Select this option to export the Change Details report as an Excel spreadsheet. The file is saved in a subfolder titled Change Details under the Links folder in the System Settings and a link to the file is added to the workflow form Links tab. An example of the change details report file name is: <BCR Change Number> - ChangeDetails_<GlobalOptionName>.xlsx.
Select report global options from the Global Options folder. If there is nothing to select, it most likely means that you haven't saved any options to the Global Options folder. In that case, before you can add this step action, you must customize and save settings for a Change Details (Time Phased) report. After you have saved the settings, you can come back here and add the step action.
Select this option to export the cost and schedule change logs to an Excel spreadsheet. The file is saved in a subfolder titled Change Details under the Links folder in the System Settings and a link to the file is added to the workflow form Links tab. An example of the change log file name is: <BCR Change Number> - ChangeLog.xlsx
Customize Settings for a Change Details (Time Phased) Report