Use the Work Authorization Export feature to create an export file (.XLSX) from Work Authorization and Change Management workflows in PM Compass. You can use the export file as an import file to other systems, such as Deltek Acumen for use in Earned Value Analysis Systems (EVAS) metric tracking. In Acumen, this data is used to evaluate whether control account baseline costs, hours, and dates are the same as the authorized values, or if related tasks fall within the authorized dates.
The data exported is similar to the Work Authorization report. You select workflow types such as the Initial Work Authorization and the Budget Change Request, and the last published workflow for each control account in the selected project is exported to an Excel spreadsheet. The spreadsheet includes columns such as the workflow ID, title, control account ID, baseline dates, and the total hours and dollars, and issue date. The control account scope is included if the last published selected workflow includes the Statement of Work memo field like the Initial Work Authorization workflow form.
If no change request has been completed for a particular control account, the issue date is the closed date of the Initial Work Authorization workflow. If a change request has been completed for a particular control account, the issue date is the closed date of the change request workflow. This happens because the change request is the last authorized work.
The export only includes workflow types associated with a single control account so you should select the workflow type categories associated with each control account. For example, instead of choosing Contract Change Request, select Control Account Change because the Contract Change Request reflects a change to multiple control accounts whereas the child workflow type (Control Account Change) contains the change information for each control account on the Contract Change Request.
Use the Work Authorization Export form to create or update an export file from Work Authorization data in PM Compass.
General: Use this tab to configure settings for the export process.
Scheduled Exports: Use this tab to schedule an export and to view all scheduled exports.
Access Control: Use this tab to set user or group access.
Use the Work Authorization Export form toolbar to perform tasks such as saving your changes, creating an export configuration, or deleting a record.