In order for the Open Plan PM Compass Change Requests Add-In to function, it needs access to the PM Compass application server. When PM Compass is installed, the Open Plan database is updated to specify the PM Compass application URL.
If the application URL changes or the Open Plan data 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.
To add the PM Compass application server address to the Open Plan database, complete the following steps:
Log into Open Plan as a member of the SYSADMIN group, or as the user SYSADMIN.
Click the Open Plan product icon in the top left corner and click Preferences » Application to display the Application Preferences dialog box.
On the Advanced tab, click Defaults to display the System Preferences Defaults dialog box.
Scroll down and look for the category titled _PMCWEBSERVICEURL. If this category does not exist, add it in the first blank row.
In the Default Value field, enter the PM Compass application server address.
For example: http://<pmcwebservername>/pmcompass where <pmcwebservername> is replaced with the PM Compass Process Server name.
Click OK to save your changes.
To provide a local override to specify the application URL, complete the following steps:
In the Open Plan system folder, open the DeltekPMCChangeRequest.exe.config file using a text editor such as Notepad.
Find the following line in the config file:
<endpoint address="" binding="basicHttpBinding" bindingConfiguration="PMCServiceSoap" contract="PMC.PMCServiceSoap" name="PMCServiceSoap"/>
Enter the PM Compass application URL in the quotes after endpoint address =.
For example: <endpoint address="http://localhost/PMCompass/pmcservice.asmx" binding="basicHttpBinding" bindingConfiguration="PMCServiceSoap" contract="PMC.PMCServiceSoap" name="PMCServiceSoap"/>
To expedite the approval process, the workflow portion of the approval process is scheduled using the process server. The system will use the default System Queue name if you do not set a process server queue name.
To set a process server queue name, complete the following steps:
Log into Open Plan as a member of the SYSADMIN group, or as the user SYSADMIN.
Click the Open Plan product icon in the top left corner and click Preferences » Application to display the Application Preferences dialog box.
On the Advanced tab, click Defaults to display the System Preferences Defaults dialog box.
In the next available Category cell, enter _PMCSCHEDULEQUEUENAME.
In the corresponding Value cell, enter a valid process server queue name.
The system will use the default System Queue process server queue name if the name entered does not exist.
Click OK to close the System Preferences Defaults dialog box.
Click OK to close the Options dialog box.
When you approve or update a change request using the Open Plan Add-In, PM Compass uses calculated fields and filters to figure out what changed, and then it creates a temporary change baseline using settings from the project baseline. In order for this process to work, the user who is using the Add-In must have full rights to the project baseline in Open Plan as well as the Global Edits, Filters, and Calculated Fields in EPM Security Administrator. For more information, see Open Plan Access Rights Required for Change Management.
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.
Learn more about the Open Plan PM Compass Change Requests Add-In
Configure Open Plan access rights required for the Add-In