Control Account Forecast Change Form

The Control Account Forecast Change is usually selected as the child workflow for a Forecast Change Request. This selection is made in the Multiple control accounts: Generate this workflow type field on the General tab of Workflow Type Configuration.

A Control Account Forecast Change cannot be manually created. It is automatically generated for each control account selected on the Forecast Change Request. It contains the cost details for the change amount related to the specific control account when the parent workflow is completed. This workflow is useful when viewing important change requests about a control account in the dashboard or from the Work Authorization report. The only editable field is the Proposed Change field where you can enter notes relating to your changes. There are no workflow steps and there is no approval process at this level.

The Control Account Forecast Change does not display in the Navigation menu. It can be seen on the Forecast Change Request Child Workflows tab. You can click the parent title to see the Contract Change Request that initiated the change; however, you cannot see the time phased adjustments and changes to the work package dates. You can view these by accessing the temporary cost project, or by waiting until the parent Forecast Change Request is approved.

Form Toolbar

Use the form toolbar to save the Control Account Forecast Change, view the Control Account Forecast Change list, or access help.

Form Tabs

The form includes the following tabs by default:

Use the Tabs on Form tab in Workflow Type Configuration to determine the labels for tabs and to add or remove tabs for each workflow type.

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Customize the workflow form using Form Designer


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