Change Details View

The Change Details view displays a hierarchical list of the control accounts, work packages, and activities for the selected project. For more information, see Change Details Overview.

Refer to the Change Management Process for a detailed description of each step in the change request process.

Change Details View Display

When you access the Change Details view, PM Compass hides the Navigation menu. Click on the Application toolbar to display the Navigation menu. Click to hide the Navigation menu.

Tip: Maximize the PM Compass window in order to see all the options on the Change Details view grid toolbar.

Change Details View Toolbar

Use the Change Details View toolbar for such tasks as saving changes, editing the schedule, and printing.

Change Details View Grid

The Change Details view grid displays the control accounts, work packages, and activities of the selected project in a hierarchical view. For more information on hierarchical views, see Expand and Collapse the Grid Structure for details.

For existing data, you can edit the activity Description cell; however, all other information is read-only. If you insert a work package or activity, you can edit the data in certain columns.

When you select a control account, work package, or activity, the tabs at the bottom of the Change Details view display information about the selected row.

In order to view progress values such as actual dates and percent complete, add the relevant columns to the grid portion of the view.

The grid consists of three, top-level nodes:

Predecessor — External activities with a predecessor relationship to an activity that rolls into the selected control account. This node will only display if the selected control account has activities with external predecessor relationships.
Control account — The control account selected on the change request form. Expanding the node displays the work packages, which can then be expanded to display the activities.
Successor — External activities with a successor relationship to an activity that rolls into the selected control account. This node will only display if the selected control account has activities with external successor relationships.

For more details on the nodes, see External Predecessors and Successors. For a description of all of the columns, see Change Details Grid. For more information on the dates displayed in the grid, see Understanding the Different Date Sets.

Expand and Collapse the Grid Structure

Control accounts and work packages with children have either or displayed to the left of the element ID. You can expand an element to see its children by clicking . Elements displaying are already fully expanded. To collapse all the children belonging to the element, click .

Grid Toolbar

Tip: Maximize the Change Details view screen in order to see all of the options on the grid toolbar.

Option	Description
Activity	Click this button to display or hide the activity rows.
Insert Work Package	Click this button to add a row in the grid and insert a work package. For more information, see Rules for Editing Change Details Data.
Insert Activity	Click this button to insert a new activity. If this button is disabled, make sure that the workflow type supports adding and editing of activities.
Delete	Click this button to delete an activity or delete a work package.
Select Columns	Click this button to display the Select Columns dialog box, where you can select the columns that you want to add to the grid.

Grid Columns

The Change Details view grid displays control account and work package data from the cost tool, and activity data from the planning tool. It includes links to external predecessors and successors.

Below are the default columns. Each of these fields display in the grid and on the tabs. You can add or remove columns by using the Select Columns dialog box.

To view a complete list of control account and work package fields with descriptions, see Control Account and Work Package Field Descriptions.
To view a complete list of activity fields with descriptions, see Activity Field Descriptions.
To view a complete list of the terms and formulas for the schedule and cost variance and performance indicators used in PM Compass, see Calculated Field Formulas and Descriptions.

Field Name	Description
CA	This column displays the control account (CA) ID for the selected CA as well as any external predecessors and successors related to the CA activities.
WP	This column displays the work package (WP) ID. See Work Package Overview for more information.
Activity ID	This column displays the activity ID. See Activity Overview for more information.
Description	This column displays a brief description of the control account, work package, or activity.
EVT	This column displays the earned value technique (EVT) used for the activity. See Earned Value Techniques (EVT) for an overview and a list of the EVT options.
Forecast Start/Finish	These columns display the requested Forecast Start/Finish dates. If there is a linked schedule, the forecast dates are updated to match the schedule when you access the Change Details view. This ensures that when you choose to add the budget amount to the forecast, the new budget will be within the work package forecast dates. You can see when the forecast dates are updated in the cost change log access from the View Summary button. In the Forecast Change Request, when you make a change, such as inserting an activity or changing a duration, the Requested Forecast Start/Finish Date fields are populated for the selected activity as well as for any successor activities that are affected by the change using the Critical Path Method (CPM). You can see the current Forecast Start/Finish dates on the General tab. See Understanding the Different Date Sets for more information about the dates displayed on the grid. See Respread Costs to learn how costs are respread when work package requested forecast dates are changed.
Baseline Start/Finish	These columns display the requested Baseline Start/Finish dates. When you make a change, such as inserting an activity or changing a duration, the Requested Baseline Start/Finish Date fields are populated for the selected activity as well as for any successor activities that are affected by the change using the Critical Path Method (CPM). You can see the current Baseline Start/Finish dates on the General tab. See Understanding the Different Date Sets for more information about the dates displayed on the grid.
Duration	This column displays the duration of the activity. See Calculating Duration and Duration Units for more information.

Change Details View Barchart

The Change Details view barchart displays summary information for control accounts and work packages, and scheduling information for activities based on data in the Change Details grid. For more information, see Change Details Barchart.

Change Details View Tabs

The Change Details view includes the following tabs:

General tab — This tab includes general information for the selected control account, work package, or activity.
Relationships tab — This tab allows you to view and edit activity predecessors and successors.
Resources tab — This tab allows you to view and edit details about all resources associated with the project.
Costs tab — This tab includes resource assignment time phased data for the control account or work package.
Milestones/Steps tab — This tab includes information on milestones (including baseline/forecast finish dates) or steps.
Advanced tab — This tab includes time analysis information for the selected activity.
Codes tab — This tab includes labels for defined schedule, cost codes, and user fields.
Notes tab — This tab allows you to extend the documentation for a particular control account, work package or activity.
Links tab — This tab allows you to associate links to project documents, web pages, and other files.

Use the Tabs on Form tab in Workflow Type Configuration to determine the labels for tabs and to add or remove tabs for each workflow type.

What do you want to do?

Create a budget change request

Create a forecast change request

Run a Time Phased Report from Change Details View

Work with activities

Work with work packages

Enter a code assignment on an activity

View summary of changes

Respread costs

Review field descriptions and formulas

View location

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