Change Management Process Overview

Single Control Account Change Request

The CAM creates a new change request and starts the workflow steps

Related Topics

Select a Workflow Type

The CAM typically originates the change request, but it can also be originated by anyone such as a work package manager. PM Compass provides a number of default change request types that can be edited or copied.

Deltek strongly recommends that you copy and rename the change request types that you want to use so that you can easily go back to the original default types if you need to without having to restore anything. Use Administration » Workflow Type Configuration to complete this task.

The change request forms allow the originator to select the project and control account, and to document general information about the change request.

How to...

Create a Budget Change Request

Integrate your Cost and Schedule

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Budget Change Request Form

Forecast Change Request Form

Cost Actions

Use the Cost Actions dialog box to perform actions such as deleting, replanning, and moving workflow packages. To delete all the costs associated with a work package, you must use the Cost Actions dialog box to delete the work package before submitting the change to the Scheduler.

Using Cost Actions before the scheduler steps ensures that changes to activities linked to the work packages are added to the change baseline and merged into the project baseline, and that changes are included in the analysis performed by the Scheduler.

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Cost Actions Dialog Box

Integrating with Microsoft Excel

Edit Cost and Schedule Data in the Change Details View

After entering the information, the CAM clicks the Change Details button to access the Change Details view.

The Change Details view displays control accounts, work packages, and activities in the schedule, and the view allows the CAM to add, edit, or delete schedule data or work package costs. Use this 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.

At this step, the costs associated with resource assignments on the activity have not yet been calculated. A subsequent step requires the CAM to approve the change request, at which time the costs are calculated.

After entering the requested changes, the CAM clicks Workflow View to save and access the form.

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Change Details View

Classes and Cost Sets

Loading Changes into the Cost System as Additives or Replacements

Rules for Editing Change Details Data

Storing Cost and Schedule Change Request Data

The Change Class Options Field

The Creating, Editing, or Deleting Activities option

Start the Workflow

Clicking the Start Workflow menu option on the toolbar submits the change request and starts the workflow steps.

After the workflow starts any assignee on the workflow can edit the control accounts in Change Details.

How to...

Modify the Approval Process

Set Step Notification Defaults

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Workflow Steps Grid

Multiple Control Account Change Request

The PCA creates a new Contract Change Request and starts the workflow steps

Related Topics

Budget Change Request for Multiple Control Accounts

The PCA typically originates the Contract Change Request; however, it can also be originated by someone such as the contract administrator. PM Compass provides a default Contract Change Request that can be edited or copied.

The Contract Change Request allows the originator to select the project and describe the change request. They can select one or more control accounts and enter the change in the Change Details view and start the workflow. They can add additional control accounts to the workflow when the workflow is in New or In Review status. However, after the sandbox is created, they cannot remove any control accounts that were previously added and saved.

When the originator clicks Save or clicks the Change Details button, PM Compass adds the control accounts and child workflows to the Details grid and the sandbox.

For information about adding and removing control accounts to a workflow, see "Add Multiple Control Accounts to a Change Request" in Related Topics.

Cost System-Only Forecast Change Request for Multiple Control Accounts

The CAM uses a Forecast Change Request (FCR) to create a cost system-only forecast change request involving multiple control accounts. This change request has a single step. When the change request is submitted and the PCA approves the changes, they are automatically applied to the Cobra forecast.

For more information, see "Forecast Change Request Workflow" in Related Topics.

How to...

Add Multiple Control Accounts to a Change Request

Create a Contract Change Request

Create a Forecast Change Request

Integrate your Cost and Schedule

Modify a Workflow Type to Support Selecting Control Accounts in Open Plan

View Unapproved Requests from the Same Change Management Category

Learn more about...

Contract Change Request Workflow

Forecast Change Request Workflow

The "Multiple Control Accounts: Generate This Workflow Type" Field

Start the Workflow

After the workflow starts, if a step includes an approver such as the Control Account manager (CAM), the CAM's for all selected control accounts must approve or add/edit the detailed changes for work assigned to them before the change request moves to the next step.

The originator can edit Change Details data before you start the workflow steps. After the workflow is started, any assignee on the workflow can edit the control accounts in Change Details.

When additional control accounts are added and the user clicks Save or the Change Details button, PM Compass adds the control accounts and child workflows to the Details grid and the sandbox. The Status bar indicates that PM Compass is adding the child workflows.

The Control Account Child Change Requests

By default, a Control Account Change is automatically generated for each control account selected on the Contract Change Request. This child workflow contains the cost details for the change amount related to the specific control account and is useful when viewing important change requests for a control account in the dashboard.

There are no workflow steps and there is no approval process at the child level.

Unapproved Change Management Requests Check

When you create a new Contract Change Request and click Start Workflow, PM Compass checks to see if any of the control accounts you selected are currently part of another In-Progress change request in the same change management category. If they are, a warning message displays: "The Control Account has unapproved Change Management workflows. Do you want to continue?"

When this occurs, Deltek recommends that you use the Search dialog box or use the Workflow List report to find all unapproved workflows with the same control account to be sure there's no overlap in the two change requests with the same control account. 

For more information, see "Modify the Workflow List Report to Find Unapproved Workflows" in Related Topics.

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Child Workflows Tab

Control Account Change

Modify the Workflow List Report to Find Unapproved Workflows

Using Step Notification Defaults

Workflow Steps Grid

The CAMs edit their respective control accounts

Related Topics

Cost Actions

Use the Cost Actions dialog box to perform such actions deleting, replanning, and moving workflow packages. To delete all the costs associated with a work package, you must use the Cost Actions dialog box to delete the work package before submitting the change to the Scheduler.

Using Cost Actions before the scheduler steps ensures that changes to activities linked to the work packages are added to the change baseline and merged into the project baseline, and that changes are included in the analysis performed by the Scheduler.

Edit Cost and Schedule Data in the Change Details View

After logging into PM Compass, each CAM should use the Workflow List View to find workflows assigned to them. When you display the Form View of the workflow, click the Change Details button to access the Change Details view. This view displays information for all control accounts that are selected on the workflow form; however, each CAM can only edit their own control account information. This is based on the assignment for that step in the workflow. If the assignment is stored in a control account-level field (for example, CAM), only the control accounts with that assignment (or their delegate) can edit the data in that control account.

Using the Change Details view, the CAM can expand their control account node to see the work packages and activities defining the work.

At this step in the workflow, the costs associated with resource assignments on the activity have not yet been calculated. After the scheduler approves, the costs are calculated and the CAM will have the opportunity to approve the change request, at which time they will see the calculated costs.

When the first CAM saves their changes, the sandbox (or temporary project) is created. After all CAM’s have edited the workflow and submitted the workflow to the scheduler, the workflow is progressed at the parent level and the change request moves on to the Scheduler.

Where is the Changed Data Stored?

When you make changes in the Change Details view, the changes are saved in the cost and schedule change logs. You can see them by clicking the Change Log button on the workflow form or on the Change Details menu.

When Apply Changes is executed, PM Compass looks at the changes listed in the Change Action table and applies those changes to the live project.

How to...

View the Workflows Assigned to You

Learn more about...

Change Class Options

Change Details View Form

Classes and Cost Sets

Cost Actions Dialog Box

Loading Changes into the Cost System as Additives or Replacements

Storing Cost and Schedule Change Request Data

Integrating with Microsoft Excel

Automatically Updating the Baseline Dates in a Modeling Session

Single / Multiple Control Account Change Request

The Scheduler applies the changes to Open Plan

Related Topics

If the Workflow Type Configuration option Create, Edit, or Delete Activities is selected, the workflow must contain a step for the scheduler to model the changes in Open Plan. During this step, changes entered in the Change Details view are applied in the Model Changes view, allowing the scheduler to see the effects of the requested change on the full schedule and make subsequent changes if necessary. When the scheduler approves the change, the workflow step actions run schedule integration to calculate the costs of the change at the work package level.  

Using Model Changes to approve a change request has several advantages:

• The changes are modeled in the schedule, so you can see the effect of the change request on the entire schedule including deliverables or target dates in the schedule.

• You can use all your custom views and processes to analyze the data.

• The scheduling algorithms that are part of Open Plan are used.

• The changes will not be saved to the live schedule until you complete the workflow.

• You can load multiple changes to see the impact that they have on the project.

• You can load multiple schedule projects as part of a master to see the interconnecting impacts.

How to...

Configure Open Plan to Use with Model Changes

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Model Changes

The Create, Edit, or Delete Activities Option

Workflow alerts

Select the Open Plan Schedule Associated with the Change Request

Before you access Model Changes, you need to open the Open Plan schedule associated with the change requests. 

After opening the project in Open Plan, you can select the associated workflows by clicking the Add-In menu option in Open Plan or navigating to Model Changes in PM Compass.

• Access Model Changes from Open Plan: In Open Plan, click the PM Compass Change Request option in the System menu group on the Open Plan Add-ins tab.

• Access Model Changes from within PM Compass: In the PM Compass Navigation pane, click Model Changes » Model Changes. If you cannot see the Model Changes option in the Navigation pane, confirm that you have configured Open Plan to use Model Changes.

TIP: If you access Model Changes before opening the Open Plan schedule, after you open the schedule, click Refresh in Model Changes to see the workflows associated with the active schedule.

Using Open Plan Master Projects

• If you have a master schedule with subprojects and are creating a change that includes external relationships, it is important that you also open all subprojects so that they can be correctly analyzed.

• If you open a master project in Open Plan with external sub projects before starting a modeling session, a baseline must exist for the master project with the same name as the baseline selected for the subproject on the Schedule Integration tab in the Projects Form view.

• When you are using a master project and modeling changes for workflows with different projects, the master project and all of the subprojects must use the same code file for the linking fields. In Open Plan, if the master project and all the subprojects do not share the same code file, Open Plan disables the input for the code assignment on the activity in the Activity Details dialog box. You will not be able to enter a code assignment into the schedule to link an activity to a work package.

For more information about master projects, see "Using Open Plan Master Projects" in Related Topics.

How to...

Configure Open Plan to Use with Model Changes

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Model Changes Common Concepts and Procedures

Using Open Plan Master Projects

Workflows That Fail During a Modeling Session

The Model Changes View

The Workflows grid displays all workflows associated with the active schedule in Open Plan that are not complete. An active schedule is one that you have open and are currently viewing in Open Plan (that is, the tab that is currently selected/active). If the active schedule is a master project, you must also open the subprojects if you want them to be considered active and to see the related workflows in Model Changes.

PM Compass filters the workflow list based on the entry in the Workflow Type field that s on the right in the grid header. You can filter the list further using the Search field.

The Scheduler can create the workflows from the Model Changes List View. The Scheduler then enters all changes directly into the schedule during the modeling session.

If there are workflows that do not include changes to the schedule, the Scheduler can approve those workflows from the Model Changes view.

If the workflow has been started, the Assignments grid displays the currently assigned users as well as the next step assignee (if the Next Step Assignee Can Edit Current Step option is selected) for the selected workflow.

When you change from one active schedule to another in Open Plan and you click Refresh in Model Changes, PM Compass updates the list of workflows in the grid.

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Model Changes

Next Step Assignees Editing the Current Step

Select the Workflows that you want to Model in Open Plan

Select the workflow rows (the entire row) that you want to model in Open Plan and click Load Changes. If any of the selected workflows have not yet started, PM Compass automatically starts them but does not send any notifications. Any changes that are already saved in the change request are added to the schedule.

The Open Plan schedule is set to the Model Changes mode and the system calculates Time Now, runs Time Analysis, and updates the status date on the workflow forms. Time now is the beginning of the current period and is calculated using the Cobra calendar associated with the first workflow's project.

For more information about Time Now, see "Determining Time Now for Time Analysis and Updating the Status Date" in Related Topics.

When the change is loaded, the PMC Change Number field on the activity is updated to indicate which workflow contained the change. If there is more than one workflow, the workflow numbers display separated by a comma. You can click the Change Log button to see the list of all changes that were applied to the workflows.

After Time Analysis is complete, PM Compass displays the Modeling Session List View with the loaded workflows.

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Change Management Fields in Open Plan

Determining Time Now for Time Analysis and Updating the Status Date

The Load_Changes Menu Option

Modeling Session

The Modeling Session view displays the list of workflows that you selected in the Model Changes List View for modeling in Open Plan. If the workflow is not currently assigned to you, the workflow will appear disabled (light grey), and you will not be able to mark it active.

In this view, you specify the workflow to which your changes in Open Plan will be applied by clicking Mark Active. If this step of the workflow has a schedule integration step action and there are schedule changes in the Change log, you must approve the workflow in this view.

The active workflow is the one to which the changes that you make in Open Plan are applied. You can make a different workflow active by selecting the row and clicking Mark Active or by clicking Form View.

You can only have one active workflow at a time. If your active project in Open Plan is a master schedule, you will only be able to edit the subproject associated with the active workflow.

After the Scheduler approves the workflow, you can no longer make changes to the schedule.

After you select the active workflow, you can start making changes in Open Plan. At this point, the Scheduler can see the effect of the change request on the entire schedule including deliverables or target dates in the schedule and can use all the Open Plan custom views and processes to analyze the data. When you change an activity, the PMC Change Number column in Open Plan is populated with the change number of the active workflow.

If there are two or more workflows that make a change to the same activity during a single modeling session, all change numbers display in the PMC Change Number column and are listed comma delimited.

When you add a new activity to the Open Plan project, the baseline dates are automatically updated. If you have many activities to one work package, PM Compass automatically includes all the activities linked to the work package in the change baseline.

By default, when you change an activity duration or add a target date to an activity, all the activities linked to the same work package get new baseline dates. If you do not want to update the baseline dates on an activity, enter a No or N in the PMC Update Baseline Dates field. When you click Save in PM Compass or click Mark Active for a different workflow, the changes made in Open Plan are saved to the workflow in PM Compass.

When you add a new activity to the Open Plan project, you should populate the linking fields (WBS, OBS, work package ID, and so on) so that when you run the integration, the work package dates (and costs, if there are resource assignments on the activity) are applied to the correct work package. If the activity is not linked to a work package, it is considered a "schedule-only change". If you do not populate the linking fields, make sure that the linking field milestone ID is also not populated. Any activity not linked to a work package that does have the milestone ID linking field populated will not be displayed in the generated BCR Analysis report.

If you want to delete, replan, or move workflow packages using the Cost Actions dialog box, you must perform these actions before starting the workflow. Aside from being the only way to delete all the costs associated with a work package. It further ensures that changes to the activities linked to work packages are added to the change baseline and merged into the project baseline, and that changes are included in the analysis performed by the Scheduler.

The Cost Class field in Open Plan is used by PM Compass to store the change number. When in the Change Details view, only row-per-resource is displayed regardless of the entry in the Cost Class field.

Open Plan provides a backup view called Model Changes where you can associate an Open Plan project to display and view the Open Plan fields required during a modelling session.

For more information, see "Using the Backup Model Changes View in Open Plan".

For more information about the PMC fields, see "Change Management Fields in Open Plan" in Related Topics.

Learn more about...

Automatically Updating the Baseline Dates in a Modeling Session

Change Baseline

Change Details on Form Tab of Workflow Type Configuration

Change Management Fields in Open Plan

Checking for Schedule Updates While Modeling Changes

Cost Actions Dialog Box

Editing Project Data While Modeling in Open Plan

Helpful Open Plan Fields to add to your Open Plan view

Modeling Session View

Recording Activity Step Changes in the Change Log

Relationships and Modeling Changes

Rules for Editing Activity Resource Assignments during a Modeling Session

Storing Change Request Data

Workflow Steps Tab

Workflows that Fail During a Modeling Session

Submit for Review

While you are in this view, you can let the next step assignee see the changes that you made to the schedule before you approve the workflow. This allows them to see the changes before you approve the workflow and hopefully reduces the chance that they will reject the workflow when it moves to their step for approval. You do this by selecting the workflow and clicking Submit for Review in the Workflow Actions menu.

For more information, see "Submit for Review Workflow Action" in Related Topics.

PM Compass executes the step actions on the current step that include "on Submit for Review" in the description. The workflow does not advance at this time.

If you have added the Submit for Review Notification step action (Workflow Type Configuration » Workflow Steps Tab), PM Compass sends an email and/or dashboard alert to the next step assignee with a hyperlink to the cost data in a spreadsheet (if configured) and lets them know that they can review the changes that you made to the schedule. You can edit the email content in Step Notification Defaults.

For more information, see "Configure Submit for Review" in Related Topics.

This feature is useful when used in conjunction with Next Step Assignee Can Edit Current Step.

Learn more about...

Configure Submit for Review

Next Step Assignee Can Edit Current Step

Step Notification Defaults

Submit for Review Workflow Action

Approve or Reject a Workflow

Approve a Workflow

Before approving a workflow, the Scheduler should run Time Analysis.

When the Scheduler approves a change request, the following occurs:

• The change request is updated with the changes that were made in Open Plan so that you can view the change in Model Changes or the Change Details view. A list of all changes is recorded and can be viewed from the workflow Change Log dialog box.

For more information about saving the Change Log details, see "Export the Change Details Report And/Or Change Logs" in Related Topics.

• A Change Baseline is created in the live project.

• The step actions on the workflow are executed.

Reject a Workflow

If the Scheduler needs to reject a workflow, they must exit the Modeling Session view and reject it from the Model Changes view.

When a change request is rejected, the default workflow settings assign the change request back to the originator. If the scheduler rejects it after making and saving changes, the changes made to the schedule are still saved and can be seen in the PM Compass Change Details view and in the Change Log dialog box.

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Change Log

Export the Change Details Report And/Or Change Logs

How to Exit a Modeling Session

When you are finished with a Modeling Session, click Model Changes or any other menu option in the left navigation pane. You will be prompted to close the Open Plan schedule and end your modeling session.   

If you close the Open Plan schedule from within Open Plan, the connection to PM Compass is lost and your changes are not saved.

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Model Changes Overview

The costs are calculated

Related Topics

The workflow step for the scheduler to approve the change includes a cost system process step action to run schedule integration.  

When a change request includes changes to resources on an activity, the CAM cannot see the costs associated with the added resources. This step action in the workflow calculates the costs associated with the resources so that they can be viewed from the change request at the work package level.

The Cost System Process step action runs the Cobra schedule integration process (using Cobra's API) which calls the Integration Wizard. The configuration file selected in the Schedule Integration Configuration field is passed to Cobra’s Integration Wizard to update the temporary Cobra project with the Change Baseline created by Open Plan.

After schedule integration has run, the change request is updated.

• If the workflow supports multiple control accounts and new control accounts are edited while in Open Plan, those control accounts are added to the workflow form and control account change child workflows are created.

• The Change Details grid is updated with the requested and total amount.

• The workflow requested cost field is populated.

• If errors occur during this step, you can use the Links tab to view Cobra's Integration Wizard process log for details. After errors are corrected, you can continue the process.

  For more information, see "Completing the Process When a Workflow Fails" in Related Topics.

How to...

Use the Links Tab to View Cobra Errors

View the Rate File Used to Calculate the Costs for a Change Request

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Change Details on Form tab (Workflow Type Configuration)

Cobra Integration Wizard Configuration File Settings

Completing the Process When a Workflow Fails

The "Cost System Process = Schedule Integration" Step Action

The Schedule Integration Configuration Field

The CAM reviews the change request

Related Topics

The next step is for the CAM (or each CAM for a Contract Change Request) to approve the change request now that the costs are displayed on the Costs tab and the totals are on the change request form.  

The CAM can approve the change request or make changes before approving. The changes that can be made are based on the settings in the workflow steps.

The default In-Progress step status of this step is In Review. The CAM can edit two types of data without the change request having to go back to the schedule and cost system:

• Work package costs (for example, material costs): The CAM can edit costs at the work package level if the work package does not have associated activities with resource assignments. If there is a resource assignment on an activity below the work package, all the costs must go through the schedule and cost system.

• A schedule with no resource assignments: If the schedule doesn't have any resource assignments (for example, they are only using the schedule to drive the date), they can manually edit the resources during this step.

For a Contract Change Request, a CAM cannot add new control accounts after the workflow steps are started and the change request has been to the scheduler. While they can edit work package costs in this step, the related control account would need to have been added to the change request before starting the workflow steps.

The changes made in the cost and schedule can be viewed by clicking the Change Log button to display the Change Log dialog box.

For more information about saving the Change Log details, see "Export the Change Details Report And/Or Change Logs" in Related Topics.

A CAM cannot change activities in the schedule during this step without sending the change request back to the scheduler to be re-applied and have the costs recalculated.

If the review action is not triggered by clicking Edit Schedule, the CAM selects the workflow action of Approve to move the change request on to the next step.

Editing the Schedule

If the CAM needs to make changes to activities in the schedule, they must click the Edit Schedule button on the Change Details toolbar. This enables the activities and notifies the workflow that the change must be submitted back to the scheduler. 

If a work package milestone is linked to an activity and the CAM changes the milestone ID on the activity, they must delete the incorrect work package milestone. Deleting activities will not delete the work package milestone. 

For a Contract Change Request, if one CAM makes a change to the request, the entire contract change request is sent back to the scheduler.

Approving a Change Request

When the CAM approves a change request, and the change class is a budget class, PM Compass checks for negative undistributed budget, negative management reserve, and negative BAC for the work package. If any of the checks fail, a warning message displays if you are approving in Form View or an email is sent if you are approving in List View.

For more information, see "System Checks When a Change Request is Approved" in Related Topics.

Example of What Happens When One CAM Rejects a Contract Change Request

There are three CAM's assigned to a Contract Change Request.

• The first CAM updates the time phasing on cost records for their control account.

• The second CAM updates work package information (not stored in the schedule) for their control account.

• The third CAM rejects the change request.

When the change request is rejected, schedule integration runs and the time phasing that the first CAM performed is lost because the new change could affect the dates. The work package update that the second CAM completed is retained, and the change request goes back to the scheduler to reapply the change.

How to...

Export the Change Details Report And/Or Change Logs

Learn more about...

Change Class in Workflow Type Configuration

Change Details View Codes tab

Change Log Dialog Box

Date Calculation Differences in Open Plan and PM Compass

Edit Schedule Button

Editing the Schedule after the Scheduler Applies the Change

In-Progress Step Status

Rules for Editing Change Details Data

System Checks when a Change Request is Approved

Automatically Updating the Baseline Dates in a Modeling Session

The PCA reviews the change request

Related Topics

The default In-Progress status for this step is In Review. This setting allows the Project Controls Analyst (PCA) to make minor changes to the costs without rejecting the change request. For example, the PCA might select an appropriate resource code, add required codes to the work package, or even change costs by switching out resource codes.

If the PCA should only approve or reject a change request and not have the ability to make any changes, change the workflow status to In Approval.

Tip: If the scheduler and PCA are the same person, you may want to move the PCA step so that it follows the scheduler step. That way the scheduler/PCA can approve the schedule and see the costs before the change request is sent to the CAM. If you change the workflow steps and review action, confirm that the review action is set to send the change request back to the person who is applying the schedule.

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In-Progress status

The IPT Lead and PM review the change request

Related Topics

The default In-Progress status of the change request is In Approval and the IPT and PM cannot edit any data. If the change request is approved, it moves on to the scheduler. If it is rejected, it goes back to the originator.

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In-Progress status

The approved change is applied to the live project

Related Topics

The last step completes the change request and commits the changes to the live project.

The workflow portion of the process is automatically sent to the scheduled process queue to be executed on the Process Server.

When you click Complete on the change request Workflow Actions menu, the following step actions are scheduled to run on the process server (they run in the order documented and always go to the system queue):

1. Update Cost Details Grid: This step action refreshes the Cost Details grid with the current budget in the live project.

2. Apply Schedule Changes: This step action opens the project in shared mode and applies schedule changes to the live project. PM Compass populates the Schedule change log Processed column as each row is successfully applied.

3. Apply Cost Changes: This step action applies changes that were entered on the work packages in the Change Details view to the live project. If the calendar has been advanced since the change was entered, an adjusting entry is created in the current period and rolling wave is run on the sandbox. PM Compass populates the Cost change log Processed column as each row is successfully applied.

4. Cost System Process: This time, schedule integration is run on the live project to load the change baseline into the live Cobra project. When the process is complete, a second check is performed to make sure the change request data matches what was loaded into Cobra. You can view the Cobra Process log by clicking the link on the Links tab of the change request.

5. Remove Temporary Data: This step action cleans up the temporary data created by PM Compass to support the change process.

6. Other workflow steps, such as Publish, occur.

For a detailed description of the above step actions, see "The Change Management Step Actions" in Related Topics.

Tip: Whosever role it is to complete the change request should be familiar with both Open Plan and Cobra so that they can resolve any errors that occur during processing. It may be helpful to create a special responsibility at the project level to which you assign this complete step. That way the person completing change requests can verify that the change goes in correctly and can correct any issues.

For more information, see "Completing the Process When a Change Request Fails" in Related Topics.

How to...

Complete the Process When a Change Request Fails

Export the Change Details Report and/or the Cost and Schedule Change Logs

View the Change Log

Learn more about...

Applying Changes to the Live Project

Change Baseline

Change Management Step Actions

Completing a Change When the Calendar has been Advanced

Reclass Process

System Checks when a Change Request is Approved

System checks when a Workflow is Completed

Workflow Step Actions

Scheduler runs Time Analysis on the Open Plan project

Related Topics

To allow you to complete multiple workflows at once, the Open Plan project is opened in Shared mode during the Complete step. The results of the Time Analysis are not saved to the database when the project is open in Shared mode.

PM Compass reads the data saved in the database; therefore, after the workflows are complete, you must open the Open Plan project in Exclusive mode, run Time Analysis, and save the project so that the correct dates display in the PM Compass views. You can also use an Open Plan batch process to perform this task.

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How Cost and Schedule Progress Workflows are Created

Reporting on Approved Change Requests

Related Topics

BCR Analysis Report

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, things that didn't get processed as planned.

Work Authorization Report

The Work Authorization report uses the change requests. This report displays the Initial Work Authorization followed by all approved change requests.

The benefit of using this report (instead of creating a new Initial Work Authorization) is that you only need to have one set of approvals for a change request. In addition, the report shows the initial work authorization followed by the approved changes.

To track all changes to the project, it is important not to make changes to the budget in the live Open Plan and Cobra projects. The change management process and reporting assumes that all changes need to be approved, and PM Compass will be used to change the budget.

How to....

Run a Contract Change report

Learn more about...

BCR Analysis Report

Work Authorization report