Configure Open Plan to Use with Model Changes

PM Compass and Open Plan Data Source

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Data Source

In order to access the Model Changes view directly from within PM Compass or from the Open Plan Add-ins menu, the PM Compass data source must match the Open Plan Data Source. If there is a problem with the data source, PM Compass displays an error message and you will not be able to see the Model Changes view.

The Open Plan Data Source must use the same server name, database name, and database username as entered into Weblink.

• For Oracle, the Service name/SID (as defined in tnsnames.ora) and Username must match the Weblink entries in PM Compass.

• For SQL Server, the Database Server, Database Name, and SQL Login must match the Weblink entries in PM Compass.

If you are not sure if your settings are correct, contact your Administrator.

Actual Date Option in Your Open Plan Schedule

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PM Compass assumes that in-progress activities have an actual start date. If progress is entered through PM Compass, an actual start date is required to progress an activity. To enforce this same rule while performing data entry in Open Plan, Deltek recommends that you enable the Actual Date option in Time Analysis.  When you enable this option (the default), Open Plan displays the actual dates of in-progress and complete activities.

Access Rights

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To create or update a change request, or approve in Model Changes:

• You must have at least read-only rights to the Open Plan schedule.

• You must be assigned to the workflow step.

• The workflow step must be In Review.

Change Baseline

When PM Compass creates the temporary Change Baseline, the user who approved the change request is the owner. If another user wants to see the baseline, the owner will need to grant access.

Briefcasing

To process a change request, the schedule cannot be briefcased.

For more information about briefcasing, see the Open Plan online help.

How to...

Set Open Plan Access Rights Required for Change Management

Set Access to the PM Compass Application Server

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In order to access the Model Changes view directly from within PM Compass or from the Open Plan Add-ins menu, the PM Compass data source must match the Open Plan data source. If there is a problem with the data source, PM Compass displays an error message and you will not be able to see the Model Changes view.

If the application URL changes or the Open Plan data source is altered, you can change the URL in the Open Plan System Preferences Defaults dialog box. Alternatively, you can edit a file on the desktop where Open Plan is installed to override the database setting.

How to...

Tell Open Plan How to Find the PM Compass Application

Process Server Queue Name

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To expedite the approval process, the workflow portion of the approval process is scheduled using the process server. The system uses the default System Queue name if you do not set a process server queue name.

How to...

Set the Open Plan Integration Process Server Queue Name

Export the Cobra Calendar to Open Plan

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The timephasing of the resource assignments is based on the reporting calendar. It is important that the Open Plan calendar exactly matches the calendar in Cobra.

To export the Cobra calendar to Open Plan:

1. Use Cobra’s Export Calendar feature to create the reporting calendar in Open Plan.

2. After creating the reporting calendar, assign it to the project in Open Plan.

See "Match Open Plan Calendar to Cobra" for more information.

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Workflow Type Configuration Overview

Configure a Master Project

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If you want to create relationships between subprojects, you must configure an Open Plan master project with external subprojects.

• Confirm the subprojects use the same fields (for example, Code 1, Code 2, and User_char1) to link the activities to the work package or milestone.

• Confirm all of the subprojects have a baseline with the same name (for example, Baseline).

• Create a master project and make each project an external subproject in the master project.

• In the master project, create a baseline using the Use Baseline of the Same Name on External Subprojects option in the Add Baseline dialog box.

• In PM Compass, navigate to the Schedule Integration tab of the Projects Form view. In the Open Plan Master Schedule field, select the Open Plan master project you created. In the Schedule Projects grid, make sure that the baseline selected in the Budget Baseline field for each subproject associated with the Open Plan master project uses the same baseline name.

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Using Open Plan Master Projects

External Relationships