Run a Time Phased Report from Change Details View

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:

  1. On the Navigation menu, click Workflows » Change Management.

  2. In the List View, select a Budget or Forecast Change Request type.

  3. Select an existing workflow and click Change Details on the General tab.

  4. On the Change Details View toolbar, click Print.

  5. On the Time Phased Options dialog box, select the relevant options:

  6. Click Apply to generate the report preview form.

  7. Modify the report preview using the Show Results or Show Cost Sets drop-down.

What do you want to do?

Set Default Options for the Change Details Time Phased Report

Schedule a report

Download a report

Email a report

Create an archived report

Save and share reports

Print a report


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