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Welcome to Deltek PM Compass 8.4
Overview of PM Compass Features
Getting Started with PM Compass
Integration with Other Products
Security
Dashboards and Dashparts
Projects
Workflows
Overview
Workflow Views
Change Management
Contractual Nonconformity
Explain Variance
Risk
To-Do (Action Items)
Work Authorization
Parent/Child Workflows
Tabs and Dialog Boxes
Common Procedures
Add Additional Note Categories
Add Apportionment Calculations to the Workflow
Assign the Reporting Calendar to the Project in Open Plan
Complete the Workflows Assigned to You
Create a Document Link in a Workflow
Create the Reporting Calendar in Open Plan Using Cobra's Export Calendar
Create a New Workflow
Delete a Workflow
Display the Related Workflows tab for a Workflow Type
Edit a Workflow
Export the Change Details Report And/Or Change Logs
Filter the List View
Find Workflows that have Failed
Manually Process a Workflow Action
Modify a Change Request to Support Multiple Control Accounts
Modify a Change Request to Support Selecting Control Accounts in Open Plan
Move a Work Package
Reassign a Step in Progress
Replan a Control Account or Work Package
Schedule a Workflow Action
Search for a Workflow
Search for Workflows Where I am the CAM
Search Using the Change Number
Select a Cost Set
Simulate a Change Registry
View a Workflow
View Assignment Change Requests
View Change Log
View the Progress Entries
View the Rate File Used
View the Workflows You Created
View the Workflows Assigned to You
Workflow Is Not Displaying in the List View
Workflows and Change Management Concepts
Model Changes
Reports
Administration
Field Descriptions, Formulas, and Mappings
Data Dictionary
Error Messages and Codes
Troubleshooting
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