Move Work Package Dialog Box

This dialog box displays when you select Move for a record on the Cost Actions dialog box.

When you click OK, if the target control account contains a work packages with the same ID as the one that you are moving, PM Compass displays a message letting you know that you must select a different work package ID.

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. You will receive 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.

Move From

Move To

Control Account

Click

to select the control account to which you want to move the work package. This list includes the control accounts that are already selected for the change request.

Work Package

This field defaults to the selected work package. If the work package is not validated by a code file, you can manually enter a work package ID. If the work package is validated by a code file, click

to select the work package ID.

Click to close the dialog box. 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.

Cancel

Help

What do you want to do?

You can view the Move Work Package dialog box from the Workflows Form View and the Model Changes Form View.

To view the Move Work Package 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.
In the Cost Actions grid, select Move for one of the records.

To view the Move Work Package 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.
In the Cost Actions grid, select Move for one of the records.