Work Packages (WP) › Create Work Packages for Control Accounts

Create Work Packages for Control Accounts

You can create work packages for control accounts using the Control Account: Work Packages list page. You can update the earned value metrics by running the Update Earned Value Totals - Contracts job.

Important! You must create the contract, the CWBS elements, and the control account before creating the work package.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information. on job descriptions and running jobs.

To create a work package for a control account

1. Select Control Accounts from the Earned Value Management menu.

   The Control Accounts page appears.

2. Click the Work Packages icon.

   The Control Account: Work Packages list page appears.

3. Click New.

   The Work Package Create page appears.

4. Complete the following fields:

   Work Package Name

   Defines the work package's name.

   Work Package ID

   Defines the work package's unique identifier.

   Work Package Type

   Defines the work package's associated cost element. Typically, the type is a planning work package;. However, you can select any type as appropriate.

   Values: Labor, Sub-Contracted Labor, Material, Sub-Contractor, Other Direct Costs, Planning Package, and Project

   SOW Number

   Defines the Statement of Work (SOW) number.

   CLIN

   Defines the Contract Line Item Number (CLIN).

   CLIN Status

   Defines the Contract Line Item Number (CLIN) status.

   Values:

   • Authorized – Definitized. Defines authorized work on which contractual agreement has been reached.
   • Authorized - Not Definitized. Defines work, such as additional agreements or changes, for which firm contract prices have not yet been agreed to in writing by the parties to the contract.
   • Forecast - Not Yet Authorized. Defines changes that are proposed by the U.S. federal government agency or by the contractor, but not yet directed by the contracting officer.
   • Forecast - All Other Work. Defines additional work anticipated to be performed, but not included in a firm proposal, which the contractor, based on his knowledge and experience, expects to submit to the U.S. federal government agency within a reasonable period of time.

   Start Date

   Defines the work package's planned start date.

   Finish Date

   Defines the work package's planned finish date.

5. Click Submit.

   The work package is created and displays in the list on the Control Account: Work Packages page.

More information:

Update Earned Value Totals - Contracts Job