Field Name
Description
Activity
Use this field to select an activity from the Activity Search dialog box. It enables only after you select a work package.
If you change the work package, the Activity field becomes blank.
If you select an activity that is not associated with the values in the Control Account or Work Package fields then the system updates them.
Allocate Management Reserve
Use this field to specify whether Undistributed Budget or Management Reserve should be allocated in the amount of the change. This field is only used as a flag or indicator and does not allocate the management reserve.
For more details about this field, see "Advanced Tab of the Change Request Form". For more details about how this field is used in a system check, see "System Checks When a Workflow is Approved".
Assigned To
This field allows you to specify the user and/or group to whom you will assign a record.
When the workflow has steps, the values in this field can be edited until the workflow steps start. After that, those with access to the workflow can add values that apply when the next step starts. If additional users should be added to a step that is currently in progress, use the Reassign option in the Workflow List View.
When the workflow does not have steps, you can assign values until the workflow is completed and closed. If more than one user is assigned, the first user to select the Complete option causes the workflow to close for all the users.
You can click 
to display
the User Search dialog box or click
to display
the Group Search dialog box.
You can select one or more users and/or one group. If you select only one user or the group you select has only one member, the Assigned to field displays the user's first name and last name.
If you select multiple users and/or a group that has multiple users, a static field displays below the Assign To field, displaying all of the names of the users and members of the group. Adding users and groups is an additive rather than a replacement process.
If you select and delete the user name or the <Multiple Selected> entry in the Assigned To field, PM Compass removes the users from the selection list.
You can also use the two search dialog boxes to change your selection, but PM Compass retains the current selection list unless you make any deletion.
You can select the WORLD group. In this case, <Multiple Selected> displays in the Assigned To field and PM Compass assigns all of the existing users who have access to the application.
If you select a user who is also in the group that you select, PM Compass displays the user’s name only once.
The names in the field display in alphabetical order based on the last name. You can click this field and use the arrow keys to view all the names. If you usually assign many users, you can use the Form Designer to stretch the field, but you cannot increase the field's height to allow for text wrapping.
After you assign a user, PM Compass checks if the Delegate My Assignments check box on User Preferences is selected for the user. If it is, PM Compass also assigns the user’s delegate.
After the workflow starts, you can edit the Assigned to field only until the record is closed or suspended.
A Quick Find feature is available when you enter a single user name or ID. It only compares the entry to the users list and not to the group names. For example, if you have a group named CAM Managers and you enter CAM , PM Compass does not display the CAM Managers group but displays the user name Camille.
For example, you select Allan Yarre’s user ID on the Users Search dialog box and you select the SYSADMIN group on the Groups Search dialog box. PM Compass assigns <Multiple Selected> in the Assigned To field and displays the names of the users you select.
Assignment is another workflow type that PM Compass provides. You cannot access it in Workflow Type Configuration, but it is in the Alerts. PM Compass uses this workflow type to assist with the tracking and assignment of records to users. Every time you enter a user in the Assigned To field, PM Compass creates an internal “Assignment” child record for each user in the list. This occurs whether or not the workflow type uses steps.
Associated Schedule
This field is only available for change management workflows. It displays the name of the Open Plan project that is associated with the change request so that you know which schedule you need to open to model the changes.
When you view this field in the Model Changes List View, it displays the name of the active schedule (the schedule currently open) in Open Plan that is associated with the change request.
In addition to the Model Changes List View, you can also add this field to the Workflows List View, Workflows Form View, and the Workflow List Report.
Workflow List View: Use the Select Columns dialog box to add it to the grid.
Workflow Form View: See Make a Standard Field Visible to make it visible on the form.
Workflow List Report: Select it on the Grouping/Sorting tab and add it as a column to the report.
In the Workflow List and Form Views, the Associated Schedule field is only populated when you select the control account on the Workflow form of a Change Management workflow type. When you copy a workflow, the control account is not copied and therefore the Associated Schedule field is also not copied since it is related to the selected control account.
Category
This field displays the workflow category.
Change Log Comment
Use this field to enter comments or notes about the change you propose or make. Any information you enter will update the Cobra Project Audit Log when the change request is re-classed to an approved budget class.
If you select a project which does not use a code lookup, then the change log comment defaults to <Workflow Type-Workflow Title>.
If you select a project which uses a code lookup, then the change log comment defaults to the description of the selected code file.
Change Class
This field displays the change class used by the change request. It can also be used to generate a report by cost set.
Change Number
The change number is used to create the cost temporary (sandbox) project, class, and schedule baseline. When you first create a new record, the change number is the same as the system-generated change number. It is added to the class, cost set, project, and Open Plan baseline descriptions when it is different from the system change number.
PM Compass does not generate a change number for a change management request type that can be a child of other workflows. Instead, it uses the parent change number.
Closed
This check box allows you to mark a record as closed.
PM Compass marks a record as closed under the following conditions:
The last step of the workflow is completed.
You cancel a workflow.
You select the Complete option on a workflow that has no steps.
Closed Date
This read-only field displays the date the record was closed.
Control Account
This field allows you to select a control account from the Control Account Search dialog box.
It is enabled after you select a project.
If you change the control account, the following standard fields become blank: Work Package and Activity. The source fields for the control account are refreshed.
PM Compass displays the control account you select as a hyperlink for all workflow types. If you have access rights to view the cost analysis, it displays in a separate session. This hyperlink is still active even when the control account field is read-only.
If the Control Account you select is not associated with the value in the Project field, PM Compass updates the project. For example, if the Project is SHIP and the control account you select belongs to Demo Advance then PM Compass updates the project from SHIP to Demo Advance. This is true when you have access rights to multiple projects.
Cost Difference
This field displays the difference, after processing, between the Total cost and Requested cost.
Created Date
Use this field to indicate the date that a record is created.
Current Baseline Start/Finish
These dates are from the source project and are the maximum start/finish dates for all control accounts.
For more information on the dates displayed, see "Understanding the Different Date Sets" and "Date Calculation Differences in Open Plan and PM Compass".
Current Cost
Use this field to view the projects original cost. This field is summed from the live project.
Description
This allows you to enter a narrative on the nature of the record.
Due Date
This field provides the end date for the completion of a record.
PM Compass calculates its value using today’s date and the Default Due Date you assigned in Workflow Type Configuration. For example, if the date today is 4/1/10, 5 is the default due date in Workflow Type Configuration, and if there are no working weekend days, 4/8/10 becomes the default due date.
Explanation
Use this field to provide information on why there is a difference between the Total cost and Requested cost.
ID
This displays a unique key field for each record.
Its default value is the prefix from the workflow type, if any, and the 10-digit number that the system generates.
Although the system auto generates this field, you can still edit it after it is generated.
Gaps in the sequence of the ID numbers can result if you manually modify the default value or if you delete a record.
If the auto generated number is not unique, PM Compass changes it automatically when you save the record. The new value displays; although, a message to indicate this does not display.
If the ID you manually entered is not unique, PM Compass displays an error message that you must change the ID.
The counter restarts after a billion records have been entered.
Last Corrective Action
This field automatically populates with the corrective action ID of the original corrective action from last period's Explanation of Variance that was copied to create the current corrective action. If the current corrective action is newly created, this field remains empty.
Log Comment
This text box is editable, so you can enter your comments or any notes about the change you propose or make. Any information entered in this field will update the Cobra Project Audit Log when the change request is re-classed to an approved budget class.
When a new workflow is created, the status date is added to the workflow form. If you know that the workflow is not intended to be completed in the current status date, you can use the Select Columns dialog box to add a Planned Effective Date to the workflow form. After the sandbox is created, changing the Planned Effective Date on the workflow form does not change the sandbox.
If you want to create a new workflow for a prior period and the Cobra calendar has not yet been advanced, you can use the Planned Effective Date to indicate that the workflow should be completed in the prior period.
For more information, see "Completing a Workflow in a Prior Period" and "Status Date When Creating a Workflow".
By default, this field is hidden on the workflow form. You can use the Form Designer to make it visible.
The Planned Effective Date can be added to the Workflow List View to sort on this field. You can also use it in the Advanced view of the Workflow Search dialog box.
Priority
This drop-down list allows you to select the level of urgency for the record. It should display the priority options in the order that you set them in the List Tables.
You can find the priority code tables in Administration » List Tables.
Project
This field allows you to select a project from the Project Search dialog box.
If you select a different project, the following fields will become blank: Control Account, Work Package, Activity, and all source fields in the record.
Rate File
The rate file used to calculate the costs for data stored in the change class.
Requested Baseline Start/Finish
These dates are from the temporary (sandbox) project and are populated when you enter schedule information in the Change Details view.
For more information on the dates displayed, see "Understanding the Different Date Sets" and "Date Calculation Differences in Open Plan and PM Compass".
Requested Cost
This field displays the amount or additional cost being requested in the change request.
If the Model Change as option on the Change Details on Form tab in Workflow Type Configuration is:
A New or Change Amount, then this field is summed from the change class in the sandbox project.
A Replacement of Existing Time Phased Data, then this field is calculated.
Requested Forecast Finish
Use this field to view the Requested Forecast Finish date. This data is from the temporary (sandbox) project. This field is populated when you enter schedule information in the Change Details view.
Requested Forecast Start
Use this field to view the Requested Forecast Start date. This data is from the temporary (sandbox) project. This field is populated when you enter schedule information in the Change Details view.
Resolution
This field allows you to enter a narrative on how you completed the record and on any other information that pertains to the record.
Significant Change
When this option is selected, and the class is a budget class, the changes are broken out and shown as individual entries on the IPMR CPR Format 3 report while non-significant changes are grouped together and displayed as Others. When the record is complete, it becomes visible in the Cobra Project Audit dialog box and includes the log comment and change number.
Stage
This field displays the stage or status of an workflow type.
It can have any of the following values: Closed, In-progress, or Suspended. It is blank when you add a new record. It is a read-only field and PM Compass updates its value through the workflow process.
Status Date
This field displays the status date. You can use this field in the Workflow Search dialog box.
Step
This displays the current step of the workflow. It is 0 before the workflow is started, and incremented as the workflow progresses.
Step Start Date
This field displays the step start date.
The system-generated change number is a 10-character number that cannot be edited in the form designer. It is used as the class ID. It does not change if the display change number is edited. This number is used as the name for:
The Change Baseline created in Open Plan
The temporary project created in Cobra to store the change request
For more information about the display change number and the system-generated change number, see Change Number Prefix on the "Change Details on Form tab of Workflow Type Configuration".
Title
This field allows you to enter a title for the record.
PM Compass uses the Title you assign in Workflow Type Configuration as the default title only for the records that the system generates as part of workflow steps or an alert process. It does not become the default title for the records you manually create.
Total Cost
Use this field to view the sum of the Current and Requested fields.
If the Model Change as option on the Change Details on Form tab in Workflow Type Configuration is:
A New or Change Amount, then this field is calculated by summing the current and requested amounts.
A Replacement of Existing Time Phased Data, then this field is calculated by summing the change class from the sandbox project.
Work Package
This field allows you to select a work package from the Work Package Search dialog box.
It enables only after you select a control account.
If you change the work package, the Activity field becomes blank. The source fields for the work package are refreshed.
If you select a work package that is not associated with the values in the Project or Control Account fields then the system updates them.