Click this button to save changes made to the grid and tabs. See How Change Request Data is Stored for more information on saved data.
Click this button to display the Form View for the selected change request.
Click to export the sandbox project data to an Excel Cobra report for editing. After editing, you can import your changes back into Change Details (using the Import menu option in this view) as a new or changed amount.
When you click Export, the Excel file is emailed to you. You can then open and save the project to a local folder.
The Cobra report format is set on the Change Details on Form tab (Administration » Work Type Configuration).
For export steps, see Export Data from PM Compass.
For more information about the spreadsheet import and export requirements, see Microsoft Excel Integration.
After you export your data (using the Export menu option in this view) and finish editing it, click this button to import your data back into Change Details as a new or changed amount. When you click Import, a File Open dialog box displays where you can select the file you wish to import. The spreadsheet data is imported back into PM Compass using the configuration file specified on the Change Details on Form tab (Administration » Work Type Configuration).
For import steps, see Import Spreadsheet Data into PM Compass
For more information about the spreadsheet import and export requirements, see Microsoft Excel Integration.
Click this button to modify the dates calculated by your scheduling tool.
When you are creating a Change Request, you can make as many changes as you want. The scheduler must apply the changes to the schedule if the change request type indicates adding, editing, or creating activities. During this workflow step, the scheduling system is used to time analyze the schedule and create a Change Baseline. Then the integration wizard is run to calculate the costs in Cobra. After that step has occurred, you can’t change the activities without going back to the scheduler to reapply the changes, and recalculate the costs. You begin the process that activates the post approval step by clicking the Edit Schedule button.
The Edit Schedule menu option is visible when all of the following are true:
A schedule is attached to the selected project.
The Create, Edit, or Delete Activities option on the Change Details on Form tab of the Workflow Type Configuration form is selected.
There are activities attached to the selected control account.
The workflow status is In-Review.
The review action is not set to None.
The change request is assigned to the person logged in.
Click the Edit Schedule button to enable the following features:
Insert or delete an activity
Edit the following fields on the activity record:
Duration
Constraint dates or types
Insert, edit or delete anything on the Relationship tab
When a CAM first accesses the Change Details View, the above features or operations are disabled.
Click this button to display the View Summary dialog box and view the list of cost and schedule changes including what was added, updated, or deleted by the last user.
Tip: After the change request is complete, this information is no longer available from the workflow form. To save a copy of the Change Details report and the cost/schedule change logs, add the Export Change Details step action to your workflow Complete step before the Apply Schedule Changes, Apply Cost Changes, and Remove Temporary Data step actions. For steps, see Export the Change Details Report And/Or Change Logs. The information is exported to an Excel spreadsheet and attached to the workflow form Links tab.
Use this option to run apportionment calculations on the sandbox project. After the process runs, if no errors are encountered, PM Compass refreshes the Change Details View with the new results and a message displays letting you know that the process completed. If the process encounters errors, a message displays letting you know that there was an error. You can look on the Links tab for details about the error.
When the workflow is complete, the apportionment costs are copied to the live project.
The Calculate Apportionment option is available when all of the following are true:
The workflow has not started, or the workflow status is In Review
There is a sandbox project
The Cost System Process = Calculate Apportionment step action has been added to the workflow tab in Workflow Type Configuration
Click this button to display the Change Details Options dialog box and run a Change Details (Time Phased) report from the Change Details view.
Use the Report Options and Buttons to filter the data in the report.
Click this button to launch the help topics for the Change Details view.
Create a Budget Change Request
Delete a Budget Change Request
Run a Time Phased Report from the Change Details View
Edit the Change Details grid data
View assignment change requests