The Posted Work Control Date Change utility allows selected transactions to have their control dates modified.
1. To start the application use the browse feature of the Windows Start Menu Run option to find the file WCDateUtil.exe and click OK. The file should be located in the \CLI\PMD folder of your PowerPM installation.
2. At startup, you will be warned that all other users should be instructed to exit PowerPM while the utility is being run.
3. The Selection Options screen allows you to enter the criteria to be used in identifying Posted Work records that should be modified.
4. First, select the Control Date of the Work items that need to be changed and the new Control Date that should be applied to these items. The Load button will only be enabled if the Old and New control dates are different. The Limits section allows you to include or exclude work items based on the transaction type, batch number, or Work Date range. The settings shown in figure 2 are the program defaults which result in the inclusion of all work items with the indicated old control date,. The settings may be modified as necessary to limit the items that will be changed. The Process Staff Work Only and Process Project Work Only options, limit the search performed in finding the work items. If all the work that needs to be changed was enter for specific PowerPM staff, you might check the Process Staff Work Only option to limit the search process to the Staff based data set. In the case of large databases, this could significantly reduce the search time and number of items displayed for further processing. By default the program will search all staff and all project records for work items meeting the selection criteria. When the appropriate criteria have been set, click the Load button to display the work items meeting the criteria. Note, the load process does not change any data, it simply builds a selection set of records that meet the selection criteria.
5. Figure 3 shows the result of the selection set generated from the settings in figure 2. Click the Start button if the selection set includes the items you want changed. Individual items may be deselected by un-checking the box in the OK column of the grid before clicking the Start button. If the items displayed do not appear to be correct, click the Change button to cancel the selection set and return to the Selection Options screen. To re-sort the data on any one of the displayed columns, click the column header. Clicking the same column header multiple times toggles between ascending and descending sorts for that column.
6. To Clear the selection of all displayed items or to Select all displayed items, right- click on the grid area to display a popup menu which provides Clear All and Select All options. Groups of items my be selected using the standard Shift-Click and Control-Click features and such selected groups my be Cleared or Selected as a group by clicking the appropriate right-click menu option (see figure 4). By default, the initial display has all unbilled and non-billable items checked.
7. Note: Billed Work items that meet the control date criteria are displayed with red text and are not checked. You may want to take other actions, such as reversing the Bill to restore the items to a WIP status, prior to changing the control date. If you want to change the control date on these items regardless of their billed status, check each item to include them in the change process prior to clicking the Start button.
8. When the Start button is clicked, the Control Date change process is performed on all checked items in the display grid. As each item is changed, the background color of that row is changed to gray. In figure 5, the unchecked items remain with a white background indicating that they were not changed. When the change process is completed, click the Close button to exit the utility. You may re-run the utility to address items that were skipped in the initial run. To review the utility message log, locate the file WCDateUtil.log in the \CLI\PMD folder and display it using NotePad or some other plain text editor. Information on each subsequent run of the utility is recorded in the message file with the most recent run at the end (bottom) of the file. A sample log is shown in figure 6 below.