Use the Change Details View toolbar tasks such as saving changes, editing the schedule, and printing.
Click this button to save changes made to the grid and tabs.
Click this button to display the Form View for the selected change request.
Click this button to modify activities or the dates calculated by your scheduling tool after the scheduler step.
When creating a change request, you have the flexibility to make as changes as needed. The scheduler is responsible for applying these changes to the schedule, especially when the change request type involves adding, editing, or creating activities. During this workflow step, the scheduling system is used to analyze the schedule’s timing and create a change baseline. Subsequently, the Integration Wizard is run to calculate the costs in Cobra. After that step has occurred, you cannot modify the activities without returning to the scheduler to reapply the changes and recalculate the costs. To activate the post-approval step, click 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 any fields on the activity record
If you have activities linked to milestones in Cobra and you want to delete a milestone, you must access the milestone on the work package and delete it there. Deleting the activity linked to the milestone will not delete the Cobra milestone. Similarly, if you rename the milestone ID by changing the linked field on the activity after clicking Edit Schedule, you must delete the work package-level milestone that was created by the integration using the incorrect milestone ID.
Click this button to display the Change Log 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 if you can edit the workflow form, if the workflow includes the Calculate Apportionment step action in Workflow Type Configuration, and if there is a sandbox project. It is disabled when the project on the workflow does not have apportionment mapping defined.
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