Workflows List View

Use the List View to view workflows and assignments. You can choose from various filtering options to determine the information you want to display in the grid. Actions related to assignment steps are also available as a way to suspend, resume, or cancel workflows.

For more information, see Workflows Overview and List View Toolbar.

Filtering in the List View

PM Compass provides special filters to enable you to quickly view your assigned workflows, workflows you have created, or all workflows to which you have access. In addition, you can use the toolbar Search feature to filter the workflows based on other criteria.

See Filter the Workflow List View for more information.

If you have created a new workflow and are unable to see it in the List View, you may need to verify that the current filter is not excluding the workflow. See Workflow is not Displaying in the List View for more information.

Workflow Grid

This grid displays the workflows in a particular category. You can select the columns to display using the Select Columns Dialog Box.

Grid Toolbar

Option

Description

Select Columns

Click to display the Select Columns dialog box and select the columns you want to display in the grid.

See Standard Fields for more information about the standard PM Compass fields.

Grid Columns

Field Name	Description
Title	Use this field to enter a title for the workflow. PM Compass only uses the Title you assign in Workflow Type Configuration as the default title for the workflows that the system generates as part of a step or alert process. It does not become the default title for the workflows you manually create.
ID	This field displays a unique key field for each record. Its default value is the prefix from the workflow type, if any, and the 10-digit number that the system generates. Although the system auto-generates this field, you can still edit it after it is generated. Gaps in the sequence of the ID numbers can result if you manually modify the default value or if you delete a workflow. If the auto-generated number is not unique, PM Compass changes it automatically when you save the record. The new value displays, although a message to indicate this does not. If the ID you manually entered is not unique, PM Compass displays an error message that you must change the ID. The counter restarts after a billion workflows have been entered.
Created By	This is the originator; the person who created the workflow. The originator is similar to an owner of a file and always has access to the workflows they create. When a workflow is created through the batch processor, the originator is set to the person who set up the batch processing.
Type	This is the name of the workflow type.
My Action Required	This indicates the positive step action for the current step. It is useful when you want to process actions for multiple workflows. It only displays a value when you have a current assignment on the workflow. See Manually Process a Step Action, and Schedule a Step Action for more information. If it is a change management workflow, and the change class is a budget class, PM Compass performs checks for negative undistributed budget, negative management reserve, and negative BAC for the work package. See System Checks When a Workflow is Approved for more details.
My Due Date	This refers to the assignment due date. It is useful for sorting the List View based on the urgency of your assignments.
Step Status	This is the In-Progress status for the current step of the workflow.
Stage	This displays the stage or condition of a workflow. It is blank when you add a new workflow. PM Compass updates its value through the workflow step process.
Priority	This displays the level of urgency for the workflow. It should display the priority options in the order that you set them in the List Tables. You can find the priority code tables in Administration » List Tables.
Due Date	This provides the end date for the completion of a workflow. PM Compass calculates its value using today’s date and the Default Due Date you assigned in Workflow Type Configuration. For example, if the date today is 4/1/10, 5 is the default due date, and there are no working weekend days, 4/8/10 becomes the default due date.
Closed Date	This read-only field displays when the workflow is closed. PM Compass assigns today's date to this field.
My Workflow Status	The step status relates to the workflow while My Step status relates to the condition of your particular assignment. This field is helpful when a step has many assignees. It indicates the status that you have provided for the step. My Step status is always the same as the workflow step status except when the step has more than one assignee, all of the assignees must complete the step, and you have performed the action required but the other assignees have not. In this case, this field displays the specific action you have performed, which can be, for example, either Approved or Completed.

Clicking the Title hyperlink prompts the system to perform the action indicated in the Action to perform upon workflow link selection field set for that workflow type in Workflow Type Configuration.

Assignments Grid

This grid displays the user assignments for the workflow selected in the Workflow grid. PM Compass creates assignment records at the beginning of the workflow step. There is one assignment record for every person who may advance the workflow.

Grid Toolbar

Option	Description
Assignments	Click to display this grid, or click to hide it.
Show/Hide Past Assignments	Click this button to display or hide previous assignments.

Grid Columns

Field Name	Description
Step	This is the step where the workflow is currently.
Description	This displays the description of the step.
Action Required	This indicates the positive step action for the current step.
Responsibility	This is the label for the field in User Defined Data or User Field Mapping.
Name	This displays the name of the user responsible for the step.
Delegate	This indicates whether the doer of the action is a delegate or the original assignee.
Due Date	This provides the end date for the completion of a workflow. PM Compass calculates its value using today’s date and the Default Due Date you assigned in Workflow Type Configuration. For example, if the date today is 4/1/10, 5 is the default due date, and there are no working weekend days, 4/8/10 becomes the default due date.
Step Start Date	This is the day when the current step started.
Action Taken Date	This displays the date when the action for the step was taken.
Action Taken	This displays the action taken for the step.
Comment	This displays the comments entered by the assignee after completing the action for the step.