Managing Projects › Project Properties › Financial Processing (Project) › How to Set Up Projects for Tracking Costs

How to Set Up Projects for Tracking Costs

Use the following process to set up projects for tracking costs:

• Create and define one or more cost/rate matrices.
• Create a project.
• Financially enable the project.
• Set the project's EV calculation method.
• Associate the cost/rate matrices to the project's resource types.
• Assign staff to project tasks.
• Create a cost plan using the team allocations.
• Schedule the Rate Matrix Extraction job.
• Baseline the project.
• Calculate and record earned value data.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.