Non-Schedule / Non-Open Plan Change Requests Overview

While Open Plan users have added benefits, non-Open Plan users benefit from PM Compass by simplifying the change management tasks:

Traceability — You can see the state of every change request, and because the scheduling and cost details are attached to the form, all the needed information is contained therein.
Speed — Employing a PM Compass change request enables an automated process to obtain the necessary signatures for approval of the change.

Using a Scheduling Tool Other Than Open Plan

If you have projects connected to a schedule other than Open Plan, PM Compass supports two different processes:

Process

Description

Requesting and Approving Change

You can use the Request Change and Approve Change change management types when you have a resource-loaded schedule and you want the Cobra budget to be created by loading the resources from the schedule.

Request Change — This default change management type provides a link to your companies’ standard change request form. The information in this form is used by the scheduler and PCA to model the change in a new class in Cobra.
Approve Change — This default change management type shows the existing budget for the selected control accounts and provides a method for you to select a new cost set on the change request form. It is used to gain approval for the change. After the change is approved, a manual process is used to apply the requested change into the schedule and Cobra.

These change management types are not listed in the Navigation menu » Workflows folder by default. For steps on how to add them to the Navigation menu, see Display a Workflow Type on the Navigation Menu.

Editing Cost Data Without Editing Activities

This process allows you to enter the costs into PM Compass and update Cobra directly. It has the added benefit of allowing the CAM or any user to enter the change request directly into PM Compass. It does; however, have the disadvantage of not updating the schedule. One example of this is the default Forecast Change Request.

Deltek recommends creating this change management type by copying and modifying a default Forecast Change Request. For steps on how to do this, see Create a Workflow Type for Cobra-Only Changes.

What do you want to do?

Create a Request Change Workflow

Create an Approve Change Workflow

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