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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
Workflows and Change Management Concepts
Overview
Workflows Concepts
Change Management Concepts
Adding Additional Control Accounts to a Workflow After it has Started
Adding Multiple Control Accounts to a Change Item
Applying Changes to the Live Project
Apportionment Calculations
Calculating Duration
Change Baseline
Change Management Warnings
Classes and Cost Sets
Codes Overview
Complete a Change When the Calendar Has Been Advanced
Completing a Workflow in a Prior Period
Completing the Process When a Change Request Fails
Constraint Dates
Copy Forward
Date Calculation Differences in Open Plan and PM Compass
Defining Time-phased Periods for Resource Assignments on Activities
Denylist Folder (Forbidden File Types)
Determining Time Now for Time Analysis and Updating the Status Date
Earned Value Techniques
Expected Finish
External Relationships
How External Relationships Are Displayed in the Change Details Grid View
How the Cost Details Grid is Populated
Multiple Concurrent Change Requests
Next Step Assignee Can Edit Current Step
Reclass Process
Rules for Editing Change Details Data
Sandbox (Temporary) Project
Saving the Change Log Details
Status Date When Creating a Workflow
Storing Change Request Data
Sync the Status Date and Time Now and the Save Time Analysis Results
System Checks When a Change Request is Approved
System Checks When a Change Request is Completed
Types of Activity Relationships
Understanding the Different Date Sets
Use an Activity as a Milestone
Viewing Changes Before Approving a Change Request
Model Changes
Reports
Administration
Field Descriptions, Formulas, and Mappings
Data Dictionary
Error Messages and Codes
Troubleshooting
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