Use this dialog box to view the list of schedule and cost changes for a change request including what was added, updated, or deleted, and the last user to change a particular record. This is helpful when you are trying to keep costs and schedule in sync.
If there is an activity linked to a work package, users creating a Forecast Change Request should not be changing the work package dates. If they do need to change the dates, it should be obvious to the approver that the dates were changed. You can now use the grid to search for work package dates as a change record.
Similar to the schedule change log, the cost change log displays the control accounts and work packages that have changed, followed by the old and new value. Using this grid, an approver can scan the list to see which fields changed and by how much. The log only captures manual changes made to a work package in the Change Details view. It does not include changes made as part of an import, in the sandbox project, or by the schedule integration. The cost change log does not capture time phased changes. If the change involves a resource assignment, the system adds a resource assignment update record to the log.
Subsequent changes, deletions, or updates made to an added record are not captured in the change log. For example, if the CAM adds an activity, and then the scheduler changes the duration for that activity, the update made by the scheduler does not display in the schedule change log. Also, when the CAM adds an activity and the scheduler then deletes it, the updates are not included in the change log.
Tip: After the change request is complete, this information is no longer available from the workflow form. To save a copy of the Change Details report and the cost/schedule change logs, add the Export Change Details step action to your workflow Complete step before the Apply Schedule Changes, Apply Cost Changes, and Remove Temporary Data step actions. The information is exported to an Excel spreadsheet and attached to the workflow form Links tab. For steps, see Export the Change Details Report And/Or Change Logs.
The grid includes the following information, sorted by Last Updated Data (default):
Activity (Schedule Change Log only): This column displays the activity affected by the change. This column always displays the predecessor activity.
CA/WP (Cost Change Log only): This column displays the control account or work package affected by the change.
Table: This column displays the record affected by the change. For a schedule change, it can be the activity, the resource, or a relationship. For a cost change, it can be CAWP, Milestone, Resource Assignments, or Notes.
Action: This column displays the action; if the record was added, deleted, or updated.
Resource ID / Successor ID (Schedule Change Log only): This column displays the resource ID / successor ID of the child record that the system updated.
Resource ID / Milestone Name (Cost Change Log only): This column displays the resource ID / milestone name of the child record that the system updated.
External Predecessor: When you add a predecessor relationship to an activity in a subproject within the same master project, this column displays <Project Name>.<Activity ID>.
External Successor: When you add a successor relationship to an activity in a subproject within the same master project, this column displays <Project Name>.<Activity ID>.
Column: This column displays the specific field that was changed.
Original Value: This is the value before the change request is started. For example, if the quantity of a resource is 100 and the scheduler changes it to 300, and then the CAM changes it to 500, the original value displayed is 100.
New Value: This column displays the new value after the change.
User: This column displays the name of the user who made the latest update. This is useful to determine if a user has deleted an activity, changed a duration, and so on. In addition to the person submitting the change, if another person in the workflow makes a change, and the originator or CAM has to approve the change, it is helpful to see a summary of changes in the view.
The name in the User column may not be the last user who changed a particular field value because the summary shows all changes for the record. For example, assume the originator has a user ID of CAM, and the scheduler is the first person who approves the change request and has a user ID of Scheduler. The CAM changes a resource assignment quantity from 100 to 200, then in the next step of the workflow, the scheduler changes the curve type from linear to back loaded and does not change the quantity. When you access the change summary dialog, it will appear as if the scheduler changed both the quantity from 100 to 200 and changed the curve from linear to back loaded. This is because the last update for the resource assignment row was performed by the scheduler.
Last Updated Date: This column displays the date when the record was last updated.
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