As a CAM or a Schedule, you may need to move a work package to a different control account. You can use the Cost Actions dialog box to perform this task. You can only use the Move option for work packages. You cannot move control accounts.
You move a work package using the Cost Actions dialog box.
You can view the Cost Actions dialog box from the Workflows Form View and the Model Changes Form View.
To view the Cost Actions dialog box from the Workflow Form View:
On the Navigation menu, click Workflows » <change management workflow category>.
In the List View, select an existing workflow that has not started or has a New or In Review status, or create a new workflow that includes Change Details and click Form View.
On the Form View toolbar, click Processes » Cost Actions.
To view the Cost Actions dialog box from the Model Changes Form View:
On the Navigation menu, click Model Changes » Model Changes.
On the List View toolbar, click Form View.
On the Form View toolbar, click Processes » Cost Actions.
The Cost Actions dialog box grid includes a collapsed list of control accounts selected on the workflow form that can be expanded to the work package level.
To move a work package:
In the Cost Actions dialog box, place a check in the Move column for the work package that you want to move.
PM Compass displays the Move Work Package dialog box.
Enter the relevant information and click OK.
PM Compass displays the control account and work package ID to which the work package will be moved in the Cost Actions dialog box Move To column.
On the Cost Actions dialog box, click Finish.
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.
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.