You can create control accounts (CA) in the CWBS element for those deliverable activities that will occur within the upcoming reporting periods. Typically you create control accounts on the lowest level CWBS root node element.
As control accounts are formed, the contract program manager can distribute the contract's undistributed budget to the control accounts. During the execution of a contract, you can create additional control accounts as deliverables represented by summary level planning packages (SLPP) become due.
Important! You must create the contract and the lowest level CWBS root node element on your CWBS hierarchy pertaining to the control account before creating the control account.
Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. on using earned value reporting periods.
To create a control account for a contract
The Contract: Properties page appears.
The Contract: Contract WBS page appears.
The CWBS Element: Properties page appears.
The CWBS Element: Control Accounts list page appears.
The Create Control Account page appears.
Required. Defines the control account's name.
Required. Defines the control account's unique identifier.
Defines the control account's description.
Required. Defines the organizational department or subcontractor/vendor group who is responsible for delivering the work within this control account. Select a unit from the same OBS structure as you selected for the contract. If you select a different unit, the baseline and earned value metrics do not aggregate in the CPR reports.
Required. Defines the name of the control account manager (CAM). This resource is typically a member of the control account's OBS unit.
Defines the name of the control account's earned value analyst.
Defines the name of the control account's financial analyst.
Defines the name of the control account's scheduler.
Specifies the control account's status.
Values: Rejected, Unapproved, or Approved
Default: Not selected
Defines the control account's authorized budget (BAC). You must manually enter this value. Use this field to monitor the progress of the authorized budget against the work package's aggregated BAC. A variance can indicate corrective action is required.
Displays an aggregation of the sum of BAC of all the control account’s work packages.
Defines the control account's planned start date.
Defines the control account's planned finish date.
The new control account is created.
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