Edit Control Accounts

To edit a control account

  1. Open the control account.

    The Control Accounts page appears.

  2. Click the name of the control account you want to edit.

    The Control Account: Properties - General page appears.

  3. Edit the following fields:
    Control Account Name

    Required. Defines the control account's name.

    Control Account ID

    Required. Defines the control account's unique identifier.

    Description

    Defines the control account's description.

    OBS

    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.

    Control Account Manager

    Required. Defines the name of the control account manager (CAM). This resource is typically a member of the control account's OBS unit.

    Earned Value Analyst

    Defines the name of the control account's earned value analyst.

    Financial Analyst

    Defines the name of the control account's financial analyst.

    Scheduler

    Defines the name of the control account's scheduler.

    Status

    Specifies the control account's status.

    Values: Rejected, Unapproved, or Approved

    Default: Not selected

    Authorized Budget (BAC)

    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.

    Budget (BAC)

    Read-only. Displays an aggregation of the sum of BAC of all the control account’s work packages.

    Start Date

    Defines the control account's planned start date.

    Finish Date

    Defines the control account's planned finish date.

  4. Click Submit.

    Your changes are saved.