Use this toolbar to perform actions on a workflow.
Click this button to save the changes you make to the details of a workflow.
The workflow title displays on the form header after you save a new workflow. If the workflow is a parent, you can click the crosshair to display its child workflows.
The List View displays a list of the workflows and assignments in a workflow category.
Use this button to refresh the Budget Details grid, refresh the source fields, and recalculate the cost values.
When you make changes in the Change Details view and you exit the view, PM Compass automatically updates the Budget Details grid on the parent and child workflow forms. You can also click this button to update the grid any time the In-Progress workflow status is In Review. This is useful when you make edits to the sandbox project and you want the workflow form to reflect the edits.
When you make changes to the source fields while in the Change Details view and you exit the view, PM Compass automatically updates the source fields and recalculates the values in the Cost Details grid on the parent and child workflow forms. You can also click this button to refresh the source fields and recalculate the Cost Details grid values.
You can use this button to refresh source fields when:
The current assignee or the originator is accessing the workflow.
The Workflow Source Information Update Method on the General tab of Workflow Type Configuration is set to Manual Update.
The workflow status is [blank], New, Active,or In Review.
The workflow status is Completed and the sandbox project for the workflow exists.
This menu option displays after you start the workflow. The menu options that display may vary.
Approve: When you click Approve, PM Compass saves the change log, creates the change baseline, integrates any changes you made in Open Plan, and sends notifications. You can only approve workflows that are assigned to you.
Submit for Review: Use this option to let the next step assignee see the changes that you made to the schedule before you approve the workflow. This is useful for reducing the overall workflow duration. PM Compass creates the change baseline (deleting any existing change baseline); confirms that the sandbox is created (or waits for it to be created), executes the step actions on the current step that include "on Submit for Review" in the description, and displays a message to indicate that the process is being sent to the Process Server. The workflow does not advance at this time.
If some of the selected workflows have no schedule changes, PM Compass lists them on the Submit for Review dialog box and you can choose whether or not to continue.
If you have added the Submit for Review Notification step action (Workflow Type Configuration ยป Workflow Steps Tab), PM Compass sends an email and/or dashboard alert to the next step assignee and lets them know that they can review the changes that you made to the schedule. The email includes a hyperlink that takes you to the workflow where you can export the cost data to a spreadsheet. You can edit the email content in Step Notification Defaults. For more information, see Configure Submit for Review.
This feature is useful when used in conjunction with Next Step Assignee Can Edit Current Step.
Reject: Select this option to reject any assignment rows assigned to you for the selected workflows in the grid. You can only use this option if Reject is an allowed action for the current workflow step.
If you do not have access to cancel a workflow, you can still reject a workflow if the rejection action is to cancel.
Cancel: Select this option to stop the workflow and remove all temporary data for the workflow. A workflow that has been cancelled cannot be resumed. You should only cancel a workflow when the workflow will never be approved. When you cancel the workflow, a history record is created regardless of whether or not the workflow was started.
If there is an assignment record for the person who cancelled the workflow, since they "took action," the assignment is updated with Cancelled. If there was never an assignment record for the person who cancelled the workflow, you can only see the person who cancelled the workflow in the workflow history.
If the person cancelling the workflow isn't assigned, you can use Reassign and "add" a new assignment to the current step and then cancel the workflow. This allows you to see the person who cancelled the workflow in the past assignment grid.
Print Current Workflow: Select this option to prompt PM Compass to determine whether or not the current workflow has a specific report assigned to its type in Workflow Type Configuration. If it does, the system previews the identified report. If it does not, the system displays the Reporting dialog box with the workflow reports displayed and the ID for the current workflow assigned in the Selection column. Only the current workflow is printed. If it is a parent, its associated child records are not printed. If an associated child is the current workflow, only the associated child is printed.
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