When you are in the Modeling Session List View, PM Compass will check for workflow updates when you perform any of the following actions:
Mark a workflow active
Approve a workflow
Submit a workflow for review
When you approve a workflow, the system is only checking for updates on the selected workflows. It is good practice to click Check for Schedule Changes before approving.
If one of the selected workflows has been updated by another user since you started your modeling session, PM Compass displays a message asking you if you would like to reload the modeling session.
If you click Yes, Open Plan closes the schedule and re-opens it in modeling mode and loads all of the changes for the selected workflows. PM Compass runs Time Analysis and then displays the Modeling Session List View again.
If you click No, PM Compass returns you to the Modeling Session List View. The workflows that included changes are disabled and you cannot mark them as active, submit them for review, or approve them. In order to model changes with those workflows, click Check for Schedule Changes again and click Yes.
When you click the Check for Schedule Changes button on the Modeling Session List View toolbar, PM Compass checks the list of loaded workflows to see if another user has made changes to the selected workflows since you started your modeling session. If there are unsaved changes in your session, PM Compass displays a message letting you know that you must save your changes before checking for updates and asking if you want to save your changes and continue checking for updates.
If you click No, PM Compass returns to the Modeling Session List View without saving your changes or checking for any updates.
If you click Yes, PM Compass saves the unsaved changes and checks to see if other users have made any updates to the active workflow or the other loaded workflows in the List View since you started your modeling session.
If there are no changes, PM Compass displays a message to let you know.
If there are changes, PM Compass displays the Check for Schedule Changes dialog box which lists the changes by change number and asks you if you want to reload your modeling session to include the listed changes.
If you click Yes, Open Plan closes the schedule and re-opens it in modeling mode and loads all of the changes for the selected workflows. PM Compass runs Time Analysis and then displays the Modeling Session List View.
If you click No, PM Compass returns you to the Modeling Session List View. The workflows that included changes are disabled and you cannot mark them as active, submit them for review, or approve them. To model changes using the disabled workflows, click Check for Schedule Changes again and click Yes.
When Check for Schedule Changes runs, the system does not check for changes made in the Change Details view. This allows users to start editing the costs at the work package level while schedule changes are still underway. Avoid making changes to activities in the Change Details view while users are making changes and approving workflows in Model Changes.