Use Workflow reports to view pertinent details that are necessary for you to evaluate all of the assigned workflows and even those that another user has created and assigned to others. The reports focus on data such as:
A generic Workflow list report that supports column selection and can also be tailored to various workflow types.
Highly formatted reports specific to certain workflow types (WAD, Explanation of Variance, Change Approval).
An workflow history report to display progress for specific workflows.
Each report is the default report for the specified workflow and is configured to print the selected workflow when you click Print on the Workflow menu.
The Workflow Reports category includes the following reports:
Actions on CAR — Use this report to view and print the tasks that have been assigned to individuals to correct the discrepancies described in the Corrective Action Request.
Approve Change — This is the default report that prints when you click the Print button on the menu for the Approve Change workflow type. An Approve Change form is created to plan and price a requested change in a cost management system.
Assignment History — Use this report to view and print the length of time it takes each assignee in the workflow to approve a workflow. The report looks at the assignment records for each workflow and displays the number of days the workflow stays on the assignee or approver.
Budget Change Request — This is the report for the Budget Change Request and is the default report for Change Management workflows when you click the Print button. A Budget Change Request (BCR) is used to document the proposed cost and/or schedule change, budget request details, justification, and other explanative details about the budget change.
Corrective Action Request — Use this report to view and print deficiency descriptions; the actions that should be taken; the resources required to address the deficiency; and the justification for the need to correct the deficiency.
Contract Change Request — This is the default report for the Contract Change Request that prints when you click the Print button. A Contract Change Request is used to initiate a single change request involving multiple control accounts and route them for approval.
Explanation of Spend Variance — View budget vs. actual variance with explanation, impact, and corrective action.
Explanation of Variance — This is the default report for the Explanation of Variance that prints when you click the Print button. You can minimize schedule delays and cost overruns on projects by early detection using Explanation of Variance.
Initial Work Authorization — Initial list of authorized control accounts, expenditure of effort, scope of work and budget required to meet the projects objectives and goals.
Workflow History — Use this report to monitor the workflow status in its approval process. The report displays the workflow history and you can use this to determine why the workflow has taken more time than expected to complete. The report also displays approval/rejection comments.
Workflow List — Workflows are used to assign a task to a user which is outside the schedule. This feature is used in PM Compass by the Control Account Manager and other roles to create and assign tasks to themselves or others. Users will also have the ability to associate a workflow with data in the cost and scheduling systems. The Workflow List report provides a list of workflows assigned to a user. This report provides details that can be used to evaluate all assigned workflows.
Work Authorization — This report displays the Initial Work Authorization followed by all selected workflow types. It only displays closed or approved workflows that are created after the Initial Work Authorization is created and before it is approved. In the event that there is more than one work authorization for a control account, all change requests appear under each Work Authorization Document (WAD).
Scheduling a report to run at a certain date/time
Assigning access rights to a workflow
Review the report procedures (use, modify, edit, format, sort, and archive reports)
Modify the Workflow List Report to Find Unapproved Workflows