The Advanced tab provides time analysis information which is the process of determining the overall schedule of a project by calculating start and finish dates for each activity in the project. Time analysis calculations are based solely on the Time Now date, the duration of the activities, and the logical relationships between them. Unlike resource scheduling, time analysis does not take into consideration the availability or non-availability of resources required by activities.
This field displays the Work Package ID and Activity ID for the activity that you selected in the Change Details grid. PM Compass uses the following format for the activity ID: <changeNumber>_7-digit random number.
This field displays the description for the selected activity.
This field displays the current status for the selected activity: Planned, In-Progress, or Complete.
This group box gives you the ability to change the EVT for the selected activity. For example, assume you have an activity that was originally short in duration with the EVT set to User-Defined Percentage. The change that you are requesting significantly increases the duration; therefore, you change the EVT to Percent Complete. See Earned Value Techniques for additional EVT descriptions.
The available EVT options in the drop-down vary depending on the scheduling tool that you use.
Level of Effort
Percent Complete (default)
50-50
0-100
100-0
Milestone*
Units Complete*
Earned as Spent*
Planning Package
Resource % Complete
Steps
This field only displays when you select User-Defined Percentage EVT.
Constraint dates (also known as target dates) act as user-defined constraints on the calculations performed by time analysis and resource scheduling. When the system calculates the dates (early, late and scheduled dates), it uses constraint dates in the calculation.
If you add a Constraint Type and do not select a Constraint Date, when you click Save the Constraint Type will default back to None.
A red or green highlighted constraint date field warns that the constraint date falls outside of the control account date range:
Finish No Earlier Than — If this date is set after the CA finish date, the date field displays in red. If this date is set earlier than the CA finish date, the date field displays in green.
Start No Later Than — If this date is set before the CA start date, the date field displays in red. If this date is set after the CA start date, the date field displays in green.
You can enter start and finish constraint dates and define how the constraint should be interpreted by selecting one of the following options:
None — The Constraint Date fields are disabled and the dates are determined by the time analysis calculations. This is the default and preferred setting. You cannot enter Constraint Dates and have the Type set to None.
No Earlier Than — This option schedules the activity to start/finish on or after a specified date. Use this constraint to ensure that an activity does not start/finish before a specified date.
No Later Than — This option schedules the activity to start/finish on or before a specified date. Use this constraint to ensure that an activity does not start/finish after a specified date.
Open Plan supports constraint types of Fixed Target and On Target that are not supported in PM Compass. These constraint types can be viewed in PM Compass since they were set in Open Plan; however, if you change them to one of the PM Compass constraint types, you can’t change them back again. When these types are set in Open Plan, PM Compass uses one of the supported constraint types in its calculation:
Target Start Types — A target start type of On Target and Fixed Target calculates dates as if the target type were No Earlier Than.
Target Finish Types — A target finish type of On Target and Fixed Target calculates dates as if the target type were No Later Than.
You can enter a constraint date and define how the constraint should be interpreted by selecting one of the following options:
None — The Constraint Date fields are disabled and the dates are determined by the time analysis calculations. This is the default and preferred setting. You cannot enter Constraint Dates and have the Type set to None.
Finish No Earlier Than — This option schedules the activity to finish on or after a specified date. Use this constraint to ensure that an activity does not finish before a specified date.
Finish No Later Than — This option schedules the activity to finish on or before a specified date. Use this constraint to ensure that an activity does not finish after a specified date.
Start No Earlier Than — This option schedules the activity to start on or after a specified date. Use this constraint to ensure that an activity does not start before a specified date.
Start No Later Than — This option schedules the activity to start on or before a specified date. Use this constraint to ensure that an activity does not start after a specified date.
The dates displayed are the actual start and finish dates for the activity.
This field displays the expected completion date for the activity. The Expected Finish date cannot be earlier than the present date.
This field is not available in MSP and is therefore not exported back into the MSP project.
This field displays the estimated amount of work completed for the selected activity in percent. See Percent Complete and Physical % Complete for more information including examples.
This field indicates the type of progress being tracked for the selected activity. The value in this field determines how the Progress Value field is used.
Complete — This option means the activity has been completed. The value in the Progress Value field is 100%.
As Planned — This option indicates that the activity's progress is being tracked using the Actual dates.
Elapsed Duration — This option indicates that the activity's progress is being tracked using the time/period elapsed. If this progress type is selected, the Progress Value field displays a number followed by a duration unit (for example, 5d, which stands for five days).
Percent Complete — This option indicates that the activity's progress is being tracked using the amount of work that has been completed in percent.
Remaining Duration — This option indicates that the activity's progress is being tracked using the remaining time/period. If this progress type is selected, the Progress Value displays a number followed by a duration unit (for example, 5d, which stands for five days).
This field displays the amount of work done based on the option selected in the Progress Type field. The field name is Progress Percent when Open Plan is the planning tool and Progress Value when Microsoft Project is the planning tool. The value defaults to zero for new activities.
When Progress Type is Complete, the Progress Value column is set to 100%.
When Progress Type is Percent Complete, the value entered in the Progress Value column indicates the amount of work completed in percent. A value of 75% in the Progress Value field means that the activity is 75% complete.
When Progress Type is As Planned, the Progress Value field is blank.
When Progress Type is Remaining Duration, the Progress Value field displays a number and a duration unit. If no duration unit is specified, then PM Compass appends System Settings — Duration Unit automatically.
When Progress Type is Elapsed Duration, the Progress Value field displays a number and a duration unit. If no duration unit is specified, then PM Compass appends System Settings — Duration Unit automatically.
Create a budget change request
Delete a budget change request
Review the change management process