On the Navigation menu, click Workflows » Change Management.
Select a Change Management record and click Change Details.
On the Change Details View
General tab, in the Selection
field, click 
to display
the Control Account Search dialog box.
On the Control Account Search
dialog box, in the Searches
field , click 
and select
the global saved search that you want to set as default, for example
CAM is Me.
If the saved search filter that you want is not there, you will need to create one and save it as a global search.
See Perform an Advanced Search and Save a Search in the PM Compass help for more information.
Click Search to display all of the control accounts that meet the global search criteria.
Click Select All to select all control accounts and close the Control Account Search dialog box.
Make the other selections on the Time Phased Options dialog box tabs such as adding work packages and resource assignments on the Sorting/Grouping tab. Some general considerations:
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 Organize to display the Organize Options dialog box.
In the Folder Name field, select Personal Options.
In the Save Name field, enter a name for the saved search.
Select Use as Default Options. The next time you access the Time Phased Options dialog box, these settings will display by default.
Click Save.