Set Default Earned Value Options at the Task Level

Task-level earned value fields are available, but they do not display by default on the task properties page. Before you can view and use these fields, they must be added to the page. These fields display in the Earned Value section of the task properties page, and is a global configuration your CA Clarity PPM administrator can add. You can also personalize your task properties page to include earned value fields.

If your company uses an earned value management methodology for measuring project performance, you can use the fields in this section to override the task default earned value calculation method. The default earned value calculation method is percent complete.

Note: See the Administration Guide for more information.

To set the task's default earned value options

  1. Open the task for which you want to define earned value settings.

    The task properties page appears.

  2. In the Earned Value section, complete the following fields and click Submit:
    EV Calculation Method

    Defines the default earned value calculation method used when calculating earned value (EV).

    Options: Percent Complete, 0/100, 50/50, Level of Effort, Weighted Milestones, Milestone Percent Complete (PC), and Apportioned Effort (AE)

    BCWP Override

    Defines the Budgeted Cost of Work Performed (BCWP). This value overrides the system-calculated BCWP and is used for all earned value (EV) metrics that are based on BCWP.

    Best Practices: If your company does not use CA Clarity PPM to calculate EV but uses an external system, manually enter a value in this field. If you do not enter a value in this field, then the system-calculated value for BCWP is used in all EV calculations.

    BCWP

    Displays the system-calculated value of Budgeted Cost of Work Performed (BCWP). This value is calculated and recorded when you baseline your project or when you update earned value totals and is based on the cost and rate matrices associated at the project level. BCWP is also referred to as the earned value (EV).

    Calculations are made based on the level at which the calculation is being made. BCWP is calculated at the following levels:

    • Task. BCWP is based on the selected EV calculation method.
    • Project. BCWP is the sum of BCWP for all WBS Level 1 tasks in the project.
    Earned Value Last Updated

    Read-only. Displays the date the earned value was last updated, by either manually updating the earned value or by running the Update Earned Value Totals job.

    The task's default earned value settings are defined.

More information:

Manually Override BCWP at the Task Level

Baselines and Earned Value Computations

Earned Value Calculation Methods

How Earned Value Calculation Methods are Applied

Manually Update Earned Value Data from the Task List

Set Default Earned Value Options at the Project Level