Perform Cost Baseline Action Steps:

 

  1. See WeConnect Icon. As we can see, we have received two action requests, click on it to check.



  1. In our example, Smith Adam requested a new cost baseline for his project. Click on the tab to view it.


Tip: New Baseline requests are received in personal conversation not within the project group.



  1. As we can see, the cost baseline approval message contains the requester (sender), project name, justification, and (click here) Hyperlink to perform the action (Approve/ Reject). Also as we can see it shows a (Pending Status), as the action has not been performed yet.

  2. Click on (click here) Hyperlink, to make an action.



  1. This part includes: Project Name, budget tolerance percentage, total internal labor, internal labor after tolerance, project expenses, project expenses after tolerance and currency.

  2. Those are the internal labor requested details.



  1. Those are the details of project expenses requested.

  2. In the same screen, scroll down, we will see the approver name – which is by default supposed to be you as long as the message sent to your inbox. There is also a Justification of this new baseline.

  3. Attachment, as most of the time the project manager cannot send any request for a new baseline without a CR approved.

  4. Cost baseline log to inform us of any previous baselines.




  1. Will go through the approval case first, so please click on Approve.



  1. A pop-up will appear notifying you that the request is approved from your side. Click on Ok.



  1. As we can see, the request status has been changed from pending to Approved in green.


  1. This is to notify the requester that the request has  been approved.



  1. You can click on cancel to exit this screen.

  2. Lets go through a rejection case. Click on Reject.



  1. A pop-up will appear to confirm that the request has been rejected from your side. Click on Ok.



  1. The status will be changed to rejected instead of pending before performing the action.

  2.  The Project Manager will also receive a notification of this schedule baseline rejection.

  3. Click on (X) button to exit WeConnect.