A change request can span multiple control accounts. In order to do so, you must configure the change request type to support multiple control accounts. Once configured, you can select multiple control accounts on the change request form. In addition, you can add additional control accounts to the change request after entering the change in the Change Details view.
You cannot create a new control account as part of a change request. You must first add the control account to Cobra and then use the change request to add work packages or modify the existing work packages and activities.
For each control account on the change request, a child workflow is created and added to the child tab of the parent change request. The child workflows are used in the Work Authorization report and in the dashboards. They make it easier to show how a single control account changes over time.
PM Compass uses two change request types to support multiple control account changes:
Contract Change Request – Configured to multi-select control accounts and access the change details view for entering the change request.
Control Account Change – The child workflow created for each control account selected on the parent change request.
Deltek recommends that you copy the default change request types and make changes to your copy.
If you prefer to enter all changes in the schedule using the Open Plan Add-In, you will need to edit the change request type to make the Control Account field not required. You may then start the workflow and all changes can be made in the schedule. In this case, the scheduler must be assigned to the first step in the workflow. See Modify a Change Request type to support selecting control accounts in Open Plan for more information.
Modify a change request type to support multiple control accounts
Modify a change request type to support selecting control accounts in Open Plan