Click 
on the Application toolbar to display the Navigation menu.
Click 
to hide the Navigation menu.
The Change Details view displays a hierarchical list of the control accounts, work packages, and activities for the selected project. This view enables CAM to add, edit, or delete schedule data work package costs.
Use the Change Details view to add the activities and/or work packages required for the change request. These change requests do not affect the source project at this stage. After the change request is approved, the source project is updated with the information entered in this view.
When you expand down to the activity level, the activity displays the requested dates equal to the early date calculation. To update the work package dates and ensure they span the activities, select the Update Baseline Dates to Match the Requested Dates option on the General tab of this view. When integration is run after the scheduler step, you can see the budget spread across the new work package dates.
If you store your budget at the work package level, PM Compass checks this option and allows you to enter work package costs in the new periods created by changing the work package dates. When you select the Update Baseline Dates to Match the Requested Dates option and there is an existing budget in the work package, PM Compass displays a dialog box asking if you want to respread the existing budget within the new work package dates. Selecting Yes respreads the remaining budget over the new work package dates, while selecting No respreads any existing budget over the remaining periods after the modeling session. You can then enter a change amount into the new periods created by expanding the work package dates.
At this stage, the costs related to resource assignments on the activity have not yet been computed. In a subsequent step, the CAM must approve the change request, at which point the costs will be calculated.
The Change Details view only displays activities that are linked to a work package. For example, if you add a new activity that is not linked to any work package in a baseline change request and create a relationship to an inserted activity on another baseline change request, the Change Details grid will not display the activity and external relationship.
Similarly, if you have an activity in a baseline change request that has a relationship to a newly added activity found in another baseline change request, and you click the hyperlink on the Relationships tab, you will not see the activity details.
Therefore, if you want to analyze relationships outside the ones linked to work packages in the current change request, Deltek recommends that you use Model Changes.
When a change request has Change Details included on the form and allows creating, editing, and deleting activities, the change can only be associated with a single project.
If the PM Compass project is associated with many Open Plan projects, you must select a control account on the form. In addition, all activities in the control account must come from one of the Open Plan projects.
If the selection on the form includes activities from more than one Open Plan project, the following error message displays when you click the Change Details button: "The selected project and/or control account has activities coming from more than one Open Plan project. Your selections on the change request form must be associated with a single Open Plan project."
If your Open Plan project has external relationships to subprojects, they will not be visible in the Change Details view. Required changes to external information can be made in Open Plan after the change has been applied using Model Changes before approving the change request.
When you access the Change Details view, PM Compass hides the Navigation menu.
Click
on the Application toolbar to display the Navigation menu.
Click
to hide the Navigation menu.
Use the Change Details View toolbar for such tasks as saving changes, editing the schedule, and printing.
The Change Details view grid displays the control accounts, work packages, and activities of the selected project in a hierarchical view.
For existing data, you can edit the activity Description cell; however, all other information is read-only. If you insert a work package or activity, you can edit the data in certain columns.
When you select a control account, work package, or activity, the tabs at the bottom of the Change Details view display information about the selected row.
The grid consists of three, top-level nodes:
Predecessor: External activities with a predecessor relationship to an activity that rolls into the selected control account. This node will only display if the selected control account has activities with external predecessor relationships.
Control account: The control account selected on the change request form. Expanding the node displays the work packages, which can then be expanded to display the activities.
Successor: External activities with a successor relationship to an activity that rolls into the selected control account. This node will only display if the selected control account has activities with external successor relationships.
Control accounts and work packages with children have
either 
or 
displayed to the left of the element ID. You can expand an element to
see its children by clicking . Elements displaying
are already fully expanded. To collapse
all the children belonging to the element, click .
Button |
Description |
|
Click this button to display or hide the activity rows. |
Insert Work Package |
Click this button to add a row in the grid and insert a work package. For more information, see Rules for Editing Change Details Data. |
Click this button to insert a new activity. If this button is disabled, make sure that the workflow type supports the adding and editing of activities. |
|
Delete |
Click this button to delete an activity or delete a work package. |
Find |
Click this button to display the Change Details Find dialog box. |
Select Columns |
Click this button to display the Select Columns dialog box, where you can select the columns that you want to add to the grid. |
The Change Details view grid displays control account and work package data from the cost tool and displays activity data from the planning tool. It includes links to external predecessors and successors.
Below are the default columns. Each of these columns display in the grid and on the tabs. You can add or remove columns by using the Select Columns dialog box.
To view a complete list of control account and work package fields with descriptions, see Control Account, Work Package, and Activity Field Descriptions.
To view a complete list of activity fields with descriptions, see Activity Field Descriptions.
To view a complete list of the terms and formulas for the schedule and cost variance and performance indicators used in PM Compass, see Calculated Field Formulas and Descriptions.
All control account codes and work package codes for the selected project are automatically available for inclusion in the Change Details view. If an activity has codes that you want to include in the Change Details view, you must add them to User-Defined Data under the Schedule area. The codes then become available in the Select Column dialog box, which you use to select the columns you want to display in the grid.
You can add a column for the user defined fields (UDFs) added to User-Defined Data under the Schedule area.
Column |
Description |
CA |
This column displays the control account (CA) ID for the selected CA as well as any external predecessors and successors related to the CA activities. |
WP |
This column displays the work package (WP) ID. If the work package is listed in the cost change log, the WP is highlighted yellow. This indicates a manual change to the work package, such as a change to the description, or EVT. For more information, see Work Package Overview. |
Activity ID |
This column displays the activity ID. If the activity is listed in the schedule change log, the activity ID is highlighted yellow. This indicates a manual change to the activity, such as a change to the description or the duration. For more information, see Activity Overview. |
This column displays a brief description of the control account, work package, or activity. |
|
EVT |
This column displays the earned value technique (EVT) used for the activity. For an overview and a list of the EVT options, see Earned Value Techniques (EVT). |
Requested Start/Finish |
These columns display the requested Start/Finish dates. The Requested Dates represent what is being requested in this change request. If the workflow is a budget change request, the Requested Dates are the new/requested baseline dates in the change request. If this is a forecast change request, the requested dates are the new/requested forecast dates. If the requested dates are different from the baseline dates or the forecast dates, they are highlighted in yellow. This allows you to quickly see what is being requested or changed as part of this change request. If there is a linked schedule, the requested dates in the schedule are calculated using the Critical Path Method (CPM). The requested dates in the grid display the early date result of this calculation. If you insert a new activity, change a relationship, and so on, the requested dates are updated with the requested dates based on CPM calculations. Similarly, if the activities have not yet started and do not have a predecessor nor a target date, the requested dates are updated to the start of the current period. CPM is used to calculate the requested dates for all the activities displayed in Change Details. The work package requested dates are then updated to span the activity dates—if they have not yet started. The control account dates are updated to span all the work packages. During the modeling session, the scheduler selects which activities will get new baseline dates. When the workflow returns from the modeling session, the activity dates in the Change Details view are no longer calculated. They represent the dates calculated during the modeling session. Similarly, the work package and control account dates represent the dates from schedule integration performed after the modeling session. At this point, you cannot edit the activities nor change the work package dates without editing the schedule and going back to the modeling session. For more information about the dates displayed in the grid, see Understanding the Different Date Sets. To learn how costs are respread when work package requested forecast dates are changed, see Respread Costs.For a Budget Change Request
For a Forecast Change Request
|
Baseline Start/Finish |
These columns display the requested Baseline Start/Finish dates. When you make a change, such as inserting an activity or changing a duration, the Requested Baseline Start/Finish Date fields are populated for the selected activity as well as for any successor activities that are affected by the change using the Critical Path Method (CPM). You can see the current Baseline Start/Finish dates on the General tab. For more information about the dates displayed on the grid, see Understanding the Different Date Sets. |
This column displays the duration of the activity. For more information, see Calculating Duration and Duration Units. |
When you first access the Change Details view, the control accounts and work packages are displayed very quickly.
At the same time, a background process retrieves:
Activities linked to the work package
External activities (activities with relationships to the activities within the change request)
While the background process to retrieve activity information is still running, you will be able to do the following control account- and work package-level tasks:
Navigate to a control account and work package
Edit any work package field
Add a new work package
View the time-phased costs at the work package level
Add and/or edit work package costs when there is not an activity with resource assignments below the work package
Save your changes
There is an indicator displayed to help you determine what data is being loaded in the background.
The Change Details view barchart displays summary information for control accounts and work packages as well as the scheduling information for activities based on data in the Change Details grid.
The Change Details view includes the following tabs:
General tab: This tab includes general information for the selected control account, work package, or activity.
Relationships tab: This tab allows you to view and edit activity predecessors and successors.
Resources tab: This tab allows you to view and edit details about all resources associated with the project.
Steps tab: This tab includes information on steps under the selected activity.
Costs tab: This tab includes resource assignment time-phased data for the control account or work package.
Milestones/Steps tab: This tab includes information on milestones (including baseline/forecast finish dates) or steps.
Advanced tab: This tab includes time analysis information for the selected activity.
Codes tab: This tab includes labels for defined schedule, cost codes, and user fields.
Notes tab: This tab allows you to extend the documentation for a particular control account, work package, or activity.
Links tab: This tab allows you to associate links to project documents, web pages, and other files.
Use the Tabs on Form tab in Workflow Type Configuration to determine the labels for tabs and to add or remove tabs for each workflow type.
Create a budget change request
Create a forecast change request
Run a Time Phased Report from Change Details View
Enter a code assignment on an activity
Review field descriptions and formulas