Schedule the Creation of Explanation of Variances

You can configure PM Compass to create scheduled Explanation of Variances automatically. This feature is useful when your organization has a recurring requirement to explain variances from period to period.

Before you schedule the automatic creation of Explanation of Variances, ensure that you have set up the project for Explain Variance.

To schedule the creation of Explanation of Variances:

  1. On the Navigation menu, click Administration ยป Workflow Type Configuration.

  2. On the Workflow Type Configuration form, click in the Search field.

  3. On the Workflow Type Search dialog box, select the Explanation of Variance and click the Select button.

  4. On the Scheduling Tab, click the Schedule button to display the Schedule dialog box.

  5. Click OK to close the Schedule dialog box.

  6. Click Save on the toolbar.

Explanation of Variances are only created when a variance has exceeded a threshold.

What do you want to do?

Set up a project for explain variance

Set up project-level thresholds


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