Use this dialog box to view the list of schedule and cost changes for a change request including what was added, updated, or deleted, and the last user to change a particular record. This is helpful when you are trying to find out what has changed.
If there is an activity linked to a work package, users creating a Forecast Change Request should not be changing the work package dates. If they do need to change the dates, it should be obvious to the approver that the dates were changed. You can use the grid to search for work package dates as a change record.
Similar to the schedule change log, the cost change log displays the control accounts and work packages that have changed, followed by the old and new value. Using this grid, an approver can scan the list to see which fields changed and by how much. The log only captures manual changes made to a work package in the Change Details view. It does not include changes made as part of an import, in the sandbox project, or by the schedule integration. The cost change log does not capture time-phased changes. If the change involves a resource assignment, the system adds a resource assignment update record to the log. The cost change log will still include changes even when the work package has already been deleted from the live project.
Subsequent changes, deletions, or updates made to an added record are not captured in the change log. For example, if the CAM adds an activity, and then the scheduler changes the duration for that activity, the update made by the scheduler does not display in the schedule change log. Also, when the CAM adds an activity and the scheduler then deletes it, the updates are not included in the change log.
When you edit an activity, step, or relationship as part of a change request that is not linked to a work package, the Schedule Change Log still includes details of the change. For example, if you change the duration, the log shows the original and new values.
When you delete an activity from the live project, the change log displays the following information: Original Value = No Longer in Live Project.
When you delete a relationship, PM Compass adds two rows to the change log:
The predecessor row includes the activity ID of the predecessor, Table = Relationship, Action = Deleted, Field = successor, and the original value is the successor ID.
The successor row includes the activity ID as the successor, Table = Relationship, Action = Deleted, Field = Predecessor, and the original value is the predecessor ID.
When you delete a relationship and then delete the activity, the predecessor and successor rows are the same as mentioned above except that Original Value = <Activity ID> - No Longer in Live Project.
When you create or delete a relationship in the workflow, PM Compass logs two records in the change log: one for the predecessor and one for the successor. The exception to this is when you create a relationship to an activity that is linked to a control account that is not on the workflow form. In this instance, PM Compass only adds one record.
When you add a new resource assignment to an activity, the schedule change log displays the following information: Action = Added; Original Value = 0; New Value = Total Resource Qty.
When you add a new resource assignment that is not previously on the activity, the schedule change log displays the following information: Action = Added.
When you remove a resource assignment from an activity, the schedule change displays the following information: Action = Deleted; Original Value = Total Resource Qty; New Value = New Total Qty.
When you perform any of the following actions, the schedule change log displays the following information: Action = Updated; Original Value = Total Resource Qty; New Value = New Total Qty.
Insert a new period to an existing resource assignment
Change one or more existing periods of a resource assignment
Delete a period of a resource assignment
Delete a resource assignment and then add the same resource assignment again
When you edit the time-phased periods of a resource assignment so that the total amount is the same, the schedule change log displays the following information: Action = Updated; Field = Qty; New Value = Original Value.
When you edit or delete a resource assignment that is no longer in live schedule, the schedule change log displays the following information: Original Value = No Longer in Live Project.
The grid includes the following information, sorted by Last Updated Data (default):
Activity (Schedule Change Log only): This column displays the activity affected by the change. This column always displays the predecessor activity.
CA/WP (Cost Change Log only): This column displays the control account or work package affected by the change.
For a Move Work Package action, this column displays the original control account / work package ID.
For a Replan action at the control account level, this column displays the control account.
For a Replan action at the work package level, this column displays the original work package.
Table: This column displays the record affected by the change. For a schedule change, it can be the activity, the resource, or a relationship. For a cost change, it can be CA / WP, Milestone, Resource Assignments, or Notes.
Action: This column displays the action: if the record was added, deleted, updated, moved, or if it was a replan.
When you modify a relationship within the same subproject to an inserted activity from a different workflow, PM Compass displays a deleted action for the predecessor/successor and an added action for the external predecessor/successor.
Resource ID / Step ID / Successor ID (Schedule Change Log only): This column displays the resource ID / step ID / successor ID of the child record that the system updated. It is blank for a Move Work Package action.
Resource ID / Milestone Name (Cost Change Log only): This column displays the resource ID / milestone name of the child record that the system updated. It is blank for a Move Work Package or Replan action.
External Predecessor: When you add a predecessor relationship to an activity in a subproject within the same master project, this column displays <Project Name>.<Activity ID>.
External Successor: When you add a successor relationship to an activity in a subproject within the same master project, this column displays <Project Name>.<Activity ID>.
Field: This column displays the specific field that was changed.
For a Move Work Package action, this column displays the control account / work package.
For a Replan action, this column is blank.
When a relationship is linked to another workflow, this column displays External Predecessor or External Successor even if the linked activity is within the same subproject.
Original Value: This is the value before the change request is started. For example, if the quantity of a resource is 100 and the scheduler changes it to 300, and then the CAM changes it to 500, the original value displayed is 100.
For a Move Work Package action, this column displays the source control account / source work package.
For a Replan action, this column is blank.
If you create a change request where you delete or change an activity and then delete that activity from the live project, this column displays No longer in the live project. This also applies to control account, work package, resource assignment, and milestone/step rows.
New Value: This column displays the new requested amount in the change request.
For a Move Work Package action, this column displays the target control account / target work package.
For a Replan action, this column is blank.
User: This column displays the name of the user who made the latest update. This is useful to determine if a user has deleted an activity, changed the duration, and so on. In addition to the person submitting the change, if another person in the workflow makes a change and the originator or the CAM must approve the change, it is helpful to see a summary of changes in the view.
The name in the User column may not be the last user who changed a particular field value because the summary shows all changes for the record. For example, assume the originator has a user ID of CAM, and the scheduler is the first person who approves the change request and has a user ID of Scheduler. The CAM changes a resource assignment quantity from 100 to 200. Then in the next step of the workflow, the scheduler changes the curve type from linear to back loaded and does not change the quantity. When you access the Change Summary dialog box, it will appear as if the scheduler changed both the quantity from 100 to 200 and changed the curve from linear to back loaded. This is because the last update for the resource assignment row was performed by the scheduler.
Last Updated: This column displays the date when the action was performed.
Processed: During the Complete step, a checkmark is added to each row after the change is processed successfully.
When the Apply Cost Changes step action or the Apply Schedule Changes step action is executed, PM Compass populates this column as each row is successfully applied. If an error occurs, PM Compass adds a comment about why the row was not processed (for example, Work Package no longer exists) and continues processing the rest of the rows.
If the change is not successful, a comment is added to the Process Comment column.
Process Comment: This column includes comments for any rows where the process is not completed successfully.
Omit: Use this column to omit an action from processing. When the workflow status is Continue Complete or Continue Approve, this column is enabled for rows that have not yet been processed. When you select a checkbox, all rows associated with that activity / work package and table are also marked as omitted after you click Save.
Cost-related example: During Apply Cost Changes processing, there is an Edit Work Package command; however, when PM Compass tries to edit the work package, it has already been deleted. This causes the workflow to stop with a status of Continue Complete and you get a notification. You should then check the Change Log (on the General tab of the workflow form) to see which change log entry failed and the reason (work package deleted from live project). At this point, you select the checkbox in the Omit column on the Edit Work Package change action, save, and click Continue Complete to process the remaining change actions.
Schedule-related example: During processing of Apply Schedule Changes, there is an Add Relationship change action; however, when PM Compass tried to add the relationship, one of the activities no longer exists in the live project. This causes the workflow to stop with a status of Continue Complete and you get a notification. When you check the Change Log, the Process Comment column displays Activity 1.2.3.4 no longer in live project. At this point, you can select the checkbox in the Omit column on the Add relationship change action, save, and click Continue Complete to process the remaining change actions.
Click to save your selections in the Omit column and close the dialog box. This button is only available when the workflow action is Continue Complete or Continue Approve and the Omit column is editable.
Click to close the dialog box without saving any changes. This button is only available when the workflow action is Continue Complete or Continue Approve and the Omit column is editable.
Click to close the dialog box. This button is available when the workflow action is anything other than Continue Complete or Continue Approve.
Click to display the help topic for this dialog box.