Cost Actions Dialog Box

Option

Description

Find

Use this menu option to find a specific control account or work package in the grid.

Place your cursor in the Cost Actions grid column in which you want to search. Right-click in the cell and select Find, or click Find in the grid toolbar, or click Ctrl+F to display the Cost Actions Find dialog box. If your cursor is not active in any cell or is in one of the option cells (for example, Delete or Replan), the Find feature defaults to searching for the text in the first control account field (usually the WBS).

Expand All

Click to expand the rows to display the work packages.

Collapse All

Click to collapse the rows and only display the control accounts.

Column

Description

<Control Account Key Fields>

The first three columns are the control account key fields. The column headings are set in the project.

For example,

• WBS code (work breakdown structure)

• OBS code (organizational breakdown structure)

• CBS code (cost breakdown structure)

WP

This column displays the work package ID. The column heading is set in the project.

Description

This column displays the control account or work package description.

Delete

This option is only enabled for records where you are assigned to the current workflow step.

Select this option to delete a work package. If activities are linked to the work package, they are also deleted. When PM Compass executes the Delete Work Package cost actions process, the following occurs:

• The activities that are linked to the deleted work package are deleted from the sandbox. This includes resource assignments, relationships, steps, and so on.

• The work package is deleted from the sandbox project and Update Totals is run to update the control account value.

• The process log is added to the Links tab.

• Entries are added to the cost and schedule change log so that when the Apply Cost Changes and Apply Schedule Changes step actions are executed during the complete step, the work package as well as the activities that are linked to the work package are deleted from the live project.

You cannot delete a control account.

When you select this option, PM Compass disables Replan, Move, and Reportable.

This option is disabled for completed work packages, when the baseline start date is before the period beginning date, and when the Create or Delete Work Packages option is not selected on the Change Details on Form tab in Workflow Type Configuration.

Replan

This option is only enabled for records where you are assigned to the current workflow step. It is disabled for a record where you have selected Delete.

Select this option to replan the record. Typically, a project manager replans when the budget no longer reflects the work to be performed. For information about how Cobra handles the budget before and after the status date, see Replan: Budget Before and Beyond Status Date.

When you select it for a control account, PM Compass also selects Replan for all child work packages. If you deselect one of the child work packages, PM Compass also deselects the control account.

When you click Next, PM Compass displays the Replan Options dialog box where you can specify how you want to replan as well as provide a name for the replanned work package (if required).

For more information about the process, see the Replan Options dialog box. For more information about replanning, see Replan: Budget Before and Beyond the Status Date.

Move

This option is only enabled for records where you are assigned to the current workflow step.

Use this option to move a work package to a different control account. When you select Move, PM Compass displays the Move Work Package dialog box. After you close the dialog box, PM Compass displays the control account and work package ID to which the work package will be moved in the Move To column. Activities linked to the work package have their code assignments updated to maintain the link with the schedule.

You can only use the Move option for work packages. You cannot move control accounts.

When you click Finish on the Cost Actions dialog box, PM Compass sends the job to the process queue. The process name includes the workflow ID. PM Compass sends you an email when the Move process is complete. You should not run another Cost Action until you receive the process complete email. You can see where you are in the process by looking at the Process Status log. For more information, see View the Status of a Process.

When you reload the workflow, the work package that was moved now displays in the new (Move To) location. When you move a work package within the same control account, the work package is renamed. PM Compass changes the code assignments for all activities that are linked to the moved work package so that they are now linked to the new control account/work package.

If you chose to move a work package that is relevant to a replan, the replan runs before PM Compass moves the work package.

You can view details of the move in the Cost/Schedule Change Log.

You can access the process log by clicking the hyperlink on the Workflow Links tab.

This option is disabled when you select Delete and for all completed work packages.

Move To

This column works together with the Move column. It displays the control account and work package ID to which the work package will be moved. When you click the hyperlink, PM Compass displays the Move Work Package dialog box with the work package you selected.

Status

This column displays the control account or work package status. For example, Planned, In-Progress, or Completed.

EVT

This column displays the work package EVT setting.

Baseline Start

This column displays the control account or work package baseline start date.

Baseline Finish

This column displays the control account or work package baseline finish date.