This tab displays the before, during, and after contents of a change request. You can use it to identify that all data in the change request was posted to the live project correctly. If any data did not post correctly (that is, there is a variance between the "before" and "after" data), PM Compass highlights the discrepancy in red. For currency, a discrepancy is only noted if there is a difference when rounded to the nearest dollar. To limit the data in the report to only display workflows with discrepancies, select Only include Workflows that Contain Discrepancies in the Report Options view.
When you click the Change Number, the system displays the Cost Detail tab with the related time phased costs.
Any activities in the change request that are not linked to a work package or milestone include a Schedule Only Change note in the Work Package Description column.
For information about how time phased data displays on this tab, see Time Phased Data in the BCR Analysis Report.
You can click Change Log to display the cost and schedule change logs. There is one cost and schedule change log file for each change request.
Click a level in the gray area to the left of line 1 to group your data.
Level 1 grouping displays the change requests.
Level 2 grouping displays the change request and control accounts.
Level 3 grouping displays the change requests, control accounts, and work packages.
Level 4 grouping displays the change requests, control accounts, work packages, and elements of cost.
Level 5 grouping displays the change requests, control accounts, work packages, elements of cost, and milestones.
Cobra Before Change Request: These columns shaded in green display the cost values before the change request was implemented and come from the Before Snapshot. If you click the Refresh button on the Workflow Form View, the Before Snapshot is refreshed with the live Cobra data. During the Complete step, the Before Snapshot is refreshed again to include any changes applied to the control account since the last Before Snapshot.
Open Plan Before Change Request: These columns shaded in yellow display the schedule values from the baseline selected in the Project Form View before the change request was implemented and come from the Before Snapshot. If you click the Refresh button on the Workflow Form View, the Before Snapshot is refreshed with the live Cobra data. During the Complete step, the Before Snapshot is refreshed again to include any changes applied to the control account since the last Before Snapshot.
Change Request: These columns shaded in blue display the cost and schedule change request values and come from the sandbox project and the change baseline. The Is There a Change/Deletion? column indicates whether there is a value change for the row. The Requested columns are calculated by subtracting the total values in the original snapshot from the total values in the change request snapshot. If the value is zero, the Requested column will be blank.
When you delete a work package or you delete all budget resources for a work package, the Requested columns display negative values equal to the Before values for the record, and the Total columns display zero.
When you move a work package, the source work package row displays negative values equal to the Before values in the Requested columns. The target work package row has blank values in the Before section and positive Delta values in the Requested columns equal to the Before values of the source work package. The Total columns display zero.
Cobra After Change Request: These columns shaded in green display the cost values after the change request was implemented and come from the After Snapshot which is taken from the live Cobra project immediately after the change is applied to the live project during the Complete step.
Open Plan After Change Request: These columns shaded in yellow display the schedule values after the change request was implemented and come from the After Snapshot of the updated baseline which is taken during the Complete step.
To see only those rows that include changes, add a filter to row 2 by clicking Editing » Sort & Filter » Filter. In the Is there a change/deletion? column filter in the Change Request (blue) area of the spreadsheet, select Y (for changes except deletions) and/or D (for deletions or work packages that have been removed).