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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! Create the contract, the CWBS elements, and the control account before creating the work package.

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

Follow these steps:

  1. Open Home, and from Earned Value Management, click Control Accounts.

    The control accounts page appears.

  2. Click the Work Packages icon.

    The list page appears.

  3. Click New.

    The create page appears.

  4. Complete the following fields:
    Work Package Name

    Defines the work package name.

    Work Package ID

    Defines the work package unique identifier.

    Work Package Type

    Defines the work package associated cost element. 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 of the contractual agreement.
    • Authorized - Not Definitized. Defines work, such as additional agreements or changes, for which firm contract prices are not agreed to in writing by the parties to the contract.
    • Forecast - Not Yet Authorized. Defines changes that the U.S. federal government agency or the contractor proposes. But the contracting officer does not direct the changes.
    • Forecast - All Other Work. Defines additional work anticipated to be performed. But the same is not included in a firm proposal, which the contractor expects to submit to the U.S. federal government agency within a reasonable time.
    Start Date

    Defines the planned date for starting work package.

    Finish Date

    Defines the planned date for finishing work package.

  5. Save the changes.

    The work package is created and displays in the list on the work packages page of control accounts.

More information:

Update Earned Value Totals - Contracts Job