The purpose of the BCR Analysis report is to confirm that the change request data has been correctly added to Cobra and Open Plan as well as providing summary and detailed information about the changes processed in a particular period. The report displays before and after data for change requests processed for a period and highlights any discrepancies; that is, data that did not get processed as planned.
You can access the report from the Reports menu on the Navigation tab if the snapshot database has been configured in Cobra.
The report displays workflow types that meet the following criteria:
The workflow type is in the Change Management category.
The change class is a budget class.
You can use the report options fields to customize the report. You can filter the data in the report by project, control account, CAM, change number, and/or stage. If you want to include the report on a dashboard, you can save the report and create a Files dashpart.
After you enter your selection criteria in the Reports » BCR Analysis view and click Run Report, PM Compass generates the report as an Excel spreadsheet, saves it to the Links folder (specified in Administration » System Settings » File Folders), and sends you an email with a hyperlink to the report. The report filename is BCR Analysis_<user ID>_<Date/Timestamp>. You can click the View Status button to make sure the job is picked up by the process server and see the status of the job running.
The report includes the following tabs:
Summary: This tab displays the following sections:
Information: This section contains the project, change number, stage, control account, work package, activity ID, and so on. The report will contain all the information for the control accounts selected on the workflow form. The stage is used to indicate the state of the workflow. A Closed stage means the workflow has been completed. An In-Progress stage means the workflow has been started but not completed. A Failed stage means the workflow contains an action of Continue Approve or Continue Complete. If the workflow is in Continue Complete, it means some of the change actions may have been processed but it was not completed. The after section is always blank for failed workflows. You should access a failed workflow for more information about the failure and how to resolve the issue.
Before: This section contains information on the Cobra and Open Plan live projects when the change request is created. The Before Cobra information is refreshed right before completing the workflow to incorporate any changes to the live project while the change request was being approved.
Requested: This section contains information in the change request. This includes the sandbox project and the change logs. This section contains a column titled Is There a Change/Deletion?, which can be used to filter the report to only show what has changed in the change request. A Y is displayed in the Is There a Change/Deletion? column of the change request row if the information displayed in the report has changed. To see the list of what has changed, click the Change Number hyperlink in the change request row.
After: This section contains information on the Cobra and Open Plan live projects after the change request is processed. When the information in the After section does not equal to the information in the Requested section, the fields are highlighted in red. You can use this information to identify if all data in the change request was correctly posted to the live project. If any data did not post correctly, PM Compass highlights the discrepancy in red.
Cost Detail: This tab displays the time phased costs and is very similar to the standard Cobra Time phased Repeat Sub report. It includes the Before, Requested, and After data to show the costs that were in Cobra, the change request, and what is now in the live project after completing the workflow. When you click Change Number on the Summary tab, the system displays this tab with the related time phased costs.
If the time-phasing of the costs between the Requested section and the After section do not match, the values are highlighted. A common scenario that will cause highlighting of the time-phased values is when the status date on the workflow form during the time the workflow was in approval did not match the status date of the live project at the time the workflow was completed. In order not to change history in the live project, the status date on the workflow form is updated to match the status date of the live project.
Report Template: This tab displays the standard Cobra report template (named BCRAnalysis.xlsx).
Report Information: This tab displays the filter criteria that you used to generate the report.
The report only includes workflows that have been started. You can see workflows that have not yet started in the Workflow List view and the Workflow List report.
A snapshot is a picture of the data at a certain point in time. PM Compass creates snapshots of data from the change request and the live project. The BCR Analysis report is generated from these snapshots. This allows the report to display what was in the project before the workflow was completed, and what was in the live project just after the workflow completed.
In order to use this report, you must set up a snapshot database in Cobra and have workflows that have been created since the snapshot database was created.
After workflows have been created, you should not edit the change class or the project template in Workflow Type Configuration for workflows for which the report will be used because PM Compass uses that information for all workflows when generating the report.
This report template is not customizable as the other Cobra templates.
You cannot run the report from Cobra.