On the Navigation menu, click Workflows » Change Management » Contract Change Request.
On the List View toolbar, click New » New Workflow.
On the General tab:
In the Control Account field, click
to display the Control
Account Search dialog box and select the control accounts.Enter a statement of work, and any other required information.
If you are unable to select multiple control accounts, confirm that the Multiple control accounts: Generate workflows of this type field on the General tab of Workflow Type Configuration has a valid type selected.
Save the Contract Change Request.
On the form toolbar, click Start Workflow to notify the CAM's of each selected control account that they need to access PM Compass and make changes to their control account.
You can no longer edit the Control Account field after the workflow steps have started. If a control account is missed in the initial selection and the Contract Change Request has been saved, you will have to delete and recreate the Contract Change Request.
When you click Start Workflow, PM Compass checks to see if any of the control accounts you selected are currently part of another In-Progress change request in the same change management category. If they are, a warning message displays: The Control Account has unapproved Change Management workflows. Do you want to continue? If you click Yes, the workflow steps starts. If you click No, the workflow steps do not start. You can select a different control account or delete the Contract Change Request.
If any control account is part of another In-Progress change request, Deltek recommends that you run a report to analyze all open Contract Change Requests with all control accounts selected on the Contract Change Request before starting the workflow steps. See Unapproved change management requests report for more information.