Change Log Dialog Box

Use this dialog box to view the list of manual changes for a change request.   

When you display the Change Log dialog box through the Change Details view, the dialog box stays on the screen and is accessible for use anytime while you are performing activities in the Change Details view. When you make changes in the Change Details view and click the Save button, changes are reflected in the Change Log dialog box.

By using the button at the top-right corner of this dialog box, you can toggle between the following change log views:

Changing the duration of an activity creates a schedule change log entry. Changing the duration typically causes the work package dates to be updated during integration. When the work package date change is based on integration, no change log entry is created. If you want to see all the changes, you must run the BCR Analysis report.

Similar to the schedule change log, the cost change log displays the control accounts and work packages that have a manual change.

If you add a new work package or activity, subsequent changes are not captured in the change log. For example, if the CAM adds an activity, and then the scheduler changes the duration for that activity, the update made by the scheduler does not display in the schedule change log. Also, when the CAM adds an activity and then the scheduler deletes it, there is no change log entry.  

Tip: After the change request is complete, this information is no longer available from the workflow form. To save a copy of the Change Details report and the cost/schedule change logs, add the Export Change Details step action to your workflow Complete step before the Apply Schedule Changes, Apply Cost Changes, and Remove Temporary Data step actions. The information is exported to an Excel spreadsheet and attached to Links tab in the workflow form. For steps, see Export the Change Details Report And/Or Change Logs.

Grid

The columns in the grid, sorted by Last Updated Data (default), are described in the following table.

Column

Description

Activity ID (Schedule Change Log only)

This column displays the changed activity. If the table is a relationship, this column displays the predecessor activity.

The activity is a hyperlink that will take you to the activity in the Change Details view. If the action is deleted, the hyperlink will take you to the parent work package.

CA/WP (Cost Change Log only)

This column displays the changed control account or work package.

 

CA/WP/MS (Schedule Change Log only)

This column displays the control account, work package, or milestone linked to the changed activity in the schedule. This is useful because if you change an activity linked to a work package, the integration will most likely change the work package. Changes to a work package made by the integration are not in the change log. To see how the work package was changed by the integration, view the BCR Analysis report.

Table

This column displays the table affected by the change. This is helpful at identifying what has changed.  

  • For a schedule change, it can be an activity, a resource, or a relationship.

  • For a cost change, it can be a control account or work package, milestone, resource assignments, or notes.

Action

This column displays the action: if the record was added, deleted, updated, moved, or if it was a replan.

If you modify a resource or a relationship, you will see a deleted action to represent the original value, and then an added action for the new value.  

Resource ID / Step ID / Successor ID (Schedule Change Log only)

This column displays the resource ID/step ID/successor ID of the child record.

Resource ID / Milestone Name (Cost Change Log only)

This column displays the resource ID or milestone name that has changed.

Field

This column displays the specific field that has changed.

  • For a schedule change on resource assignments, this column displays Qty for the resource assignment.

  • For a change on the Costs tab of the Change Details view, this column displays the first result.  

  • For a Move Work Package action, this column displays the control account/work package.  

  • For a Replan action, this column is blank

  • When you delete a relationship, two entries are recorded, and this column displays Successor and Predecessor.

  • When a relationship is linked to another workflow, this column displays External Predecessor or External Successor.

Original Value

This column displays the value of the code assignment, resource assignment, cost, and so on, before the change request is started. When you add a new resource assignment to an activity or new costs to a work package, this column displays 0.

  • For a Move Work Package action, this column displays the source control account source work package.

  • For a Replan action, this column is blank.

  • When you delete a relationship, two entries are added to the change log to capture both ends of the relationship. This column displays the predecessor ID in the first record followed by the successor ID.

  • When you create a change request and then delete that activity or work package from the live project, this column displays No longer in live project.

New Value

This column displays the new or changed value for the field.

  • When you edit a resource assignment, this column displays the new quantity for the resource assignment.  

  • When you edit the cost on a work package, this column displays the new quantity.

  • When you edit a code assignment or a note, this column displays the new value.

  • For a Move Work Package action, this column displays the target control account/target work package.

  • For a Replan action, this column is blank.

User

This column displays the name of the user who made the latest update. The name in this column may not be the last user who changed a particular field value because the summary shows all changes for the record. For example, assume the originator has a user ID of CAM, and the scheduler is the first person who approves the change request and has a user ID of Scheduler. The CAM changes the resource assignment quantity from 100 to 200. Then in the next step of the workflow, the scheduler changes the curve type from linear to back loaded and does not change the quantity. When you access the Change Summary dialog box, it will appear as if the scheduler changed both the quantity from 100 to 200 and changed the curve from linear to back loaded. This is because the last update for the resource assignment row was performed by the scheduler.

Last Updated

This column displays the date when the action was performed.

Processed

During the Complete step, a checkmark is added to each row after the change is processed successfully.

When executing the Apply Cost Changes step action or the Apply Schedule Changes step action, PM Compass populates this column as each row is successfully applied. If an error occurs, PM Compass adds a comment about why the row was not processed (for example, Work Package no longer exists) and continues processing the rest of the rows.

If the change is not successful, a comment is added to the Process Comment column.

For related cost and schedule examples, see Omit below.

Process Comment

This column includes comments for any rows where the process is not completed successfully.

For related cost and schedule examples, see Omit below.

Omit

During the Complete step, if a record in the change log cannot be processed, the workflow action will be Continue Complete or Continue Approve. The Omit column will then be enabled for rows that have not yet been processed. When you omit an entry, all entries associated with that activity/work package and table are also marked as omitted after you click Save.  

  • Cost-related example: During Apply Cost Changes processing, there is an Edit Work Package command; however, when PM Compass tries to edit the work package, it has already been deleted from the live project. This causes the workflow to stop with a status of Continue Complete, and you get a notification. You should then check the Change Log (on the General tab of the workflow form) to see which change log entry failed and the reason (work package no longer in the live project). At this point, you select the checkbox in the Omit column on the Edit Work Package change action, save, and click Continue Complete to process the remaining change actions.  

  • Schedule-related example: During processing of Apply Schedule Changes, there is an Add Relationship change action; however, when PM Compass tried to add the relationship, one of the activities no longer exists in the live project. This causes the workflow to stop with a status of Continue Complete and you get a notification. When you check the Change Log, the Process Comment column for Activity 1.2.3.4 displays No longer in live project. At this point, you can select the checkbox in the Omit column on the Add relationship change action, save, and click Continue Complete to process the remaining change actions.

Save

Click to save your selections in the Omit column and close the dialog box. This button is only available when the workflow action is Continue Complete or Continue Approve and the Omit column is editable.

Cancel

Click to close the dialog box without saving any changes. This button is only available when the workflow action is Continue Complete or Continue Approve and the Omit column is editable.

Close

Click to close the dialog box. This button is available when the workflow action is anything other than Continue Complete or Continue Approve.

Help

Click to display the help topic for this dialog box.


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