Control Accounts (CA) › Create Control Accounts

Create Control Accounts

You can create control accounts (CA) in the CWBS element for the deliverable activities that will occur within the upcoming reporting periods. Create control accounts on the lowest level CWBS root node element.

As control accounts are formed, the contract program manager can distribute the contract 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) due.

Important! 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.

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

Follow these steps:

1. Open the contract.

   The properties page appears.

2. Click Contract WBS.

   The contract WBS page appears.

3. Expand the CWBS hierarchy to locate the CWBS element associated to the new control account, and click the CWBS element name.

   The properties page appears.

4. Click Control Accounts.

   The list page appears.

5. Click New.

   The create page appears.

6. Complete the following fields:

   Control Account Name

   Defines the control account name.

   Required: Yes

   Control Account ID

   Defines the control account unique identifier.

   Required: Yes

   Description

   Defines the control account description.

   OBS

   Defines the organizational department, or subcontractor/ vendor group responsible for delivering the work within the 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: Yes

   Control Account Manager

   Defines the name of the control account manager (CAM). The resource is typically a member of the control account OBS unit.

   Required: Yes

   Earned Value Analyst

   Defines the name of the control account earned value analyst.

   Financial Analyst

   Defines the name of the control account financial analyst.

   Scheduler

   Defines the name of the control account scheduler.

   Status

   Specifies the control account status.

   Values: Rejected, Unapproved, or Approved

   Default: Not selected

   Authorized Budget (BAC)

   Defines the control account authorized budget (BAC). You require to manually enter the value. Use the field to monitor the progress of the authorized budget against the work package aggregated BAC. A variance can indicate corrective action is required.

   Budget (BAC)

   Displays an aggregation of the sum of BAC of all the control account work packages.

   Start Date

   Defines the control account planned start date.

   Finish Date

   Defines the control account planned finish date.

7. Save the changes.