Workflows and Change Management Concepts

Workflows Concepts

• Add/Move Assignments Overview

• Available Workflow Fields

• Past Due Assignment Versus Past Due Workflows

• View How the EAC on a Control Account Changes Over Time

• Workflow Actions in the List View and Form View

• Workflow Navigation

• Workflow Steps for Different Workflow Types

Change Management Concepts

Review the topics below to gain insight into the change management process, including data calculations and the implications of changing schedule and cost data.

• For concept topics related to modeling changes, see Model Changes Common Concepts and Procedures.

• For topics relating to integration with other products, see Integration with Other Products.

Review the Change Management Process for a detailed description of each step in the change request process.

• Accessing the Open Plan Fields in PM Compass

• Accessing the Cobra Codes and User-Defined Fields in PM Compass

• Adding Additional Control Accounts to a Workflow After it has Started

• Adding Multiple Control Accounts to a Change Request

• 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

• 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