The WBS Sheet window toolbar menu drop-down enables you to set up the variance analysis. Click the toolbar menu drop-down icon and click the Variance Analysis Setup option. Use this option to set up the auto-creation of business processes for all of the WBS Codes. The option enables you to open the Variance Analysis Setup window and select the following elements in order to be able to create the variance analysis record:
- Business Process
The Business Process field enables you to select the business process (BP) record that must be auto-created. You can select from a list of all BPs that are active in the current project or shell, one BP at a time.
- Initiation step
Selecting the Bypass Initiation Step during auto creation option enables you to create workflow BP records by passing I-Step during auto-creation and land on the second step of the workflow. In case of a non-workflow BP, an auto-created record will be in submitted mode.
- Workflow
The Select Workflow field is available when multiple workflow schemas are available for the BP that you have selected. If the selected BP is a Non-Workflow BP, then the Workflow field will be disabled.
- Record Owner
- You can see the User Pickers, OBS Pickers, or User Data Pickers that have been added in the WBS form.
- Trigger Conditions
You can add one or more conditions to determine the trigger condition of the WBS. For example, the WBS Type can be CA. Once you select the trigger condition, click the plus icon (+) to see an empty row in trigger conditions. A trigger condition is not required to save the variance analysis setup. The Trigger Conditions block lists the following information:
- Data Element
- Condition
- Value
- Message
- Schedule
Under the Schedule block (scroll down on the Variance Analysis Setup window) you can schedule auto-creation of the BP record and set frequency.
Range of Recurrence
You can determine a range for auto-creation to reoccur.
Create Variance Analysis Record
Note: Before creating a Variance Analysis Record you must set up the variance analysis (Variance Analysis Setup).
When you click the Create Variance Analysis Record option you trigger the auto-creation of the BP that you have selected during the variance analysis setup for all the WBS Codes.