You can generate a Time Phased report for a single control account or multiple control accounts from the Change Details view of a Change Management workflow. The report allows you to view changes relating to a change request before you approve the request. In addition, you can set up the report options as a default search filter that the Time Phased report will apply each time you run the report.
To run a Time Phased report from Change Details, complete the following steps:
On the Navigation menu, click Workflows » Change Management.
In the List View, select a Budget or Forecast Change Request type.
Select an existing workflow and click Change Details on the General tab.
On the Change Details View toolbar, click Print.
On the Time Phased Options dialog box, select the relevant options:
General tab:
The calendar periods are limited to the maximum and minimum of the selected control accounts.
In
the Selection field, click
to display the Control
Account Search dialog box where you can select or filter the
control accounts to be displayed in the report.
Results tab:
The Time Phased report will display a grand total as long as only one result is selected on this tab. This includes hours and FTEs.
Cost Sets tab:
The cost sets of the original class and the requested cost set are preselected.
If the Total Change cost set exists in the sandbox project, it will be available for selection on this tab.
When you run a single-project time phased report, if the A Replacement of Existing Time Phased Data option is selected on the Change Details on Form tab of Workflow Type Configuration, a Change Amount cost set option (New EAC – Existing EAC) will be available for selection.
Click Apply to generate the report preview form.
Modify the report preview using the Show Results or Show Cost Sets drop-down.
Set Default Options for the Change Details Time Phased Report