Scheduling (projects) › How to Create New Tasks › Set the Default Earned Value Options (Tasks)

Set the Default Earned Value Options (Tasks)

Task-level earned value fields are available. But the Earned Value section does not display by default on the task properties page. The Earned Value section includes the earned value (EV) fields. Configure the page to include the section and the fields, or let the CA Clarity PPM administrator use Studio to add globally to the page.

See the Studio Developer’s Guide for more information.

Suppose, your company uses an earned value (EV) management methodology for measuring project performance. Use the following fields to override the task default EV calculation method and to override the Budgeted Cost of Work Performed (BCWP) value manually.

Follow these steps:

1. Open the project and click Tasks.

   The list page appears.

2. Click the name of the task to edit.

   The properties page appears.

3. In the Earned Value section, complete the following fields:

   EV Calculation Method

   Defines the default earned value (EV) calculation method used when calculating EV. This method sets the default if you have not selected an EV calculation method for the task.

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

   Default: Percent Complete

   BCWP Override

   Defines the Budgeted Cost of Work Performed (BCWP). The value overrides the system-calculated BCWP and is used for all earned value metrics that are based on BCWP. If you use an earned value calculation method, such as Weighted Milestones, Milestone Percent Complete (PC), and Apportioned Effort (AE), enter the BCWP value manually.

   Best Practices: Enter a value in this field only if you are tracking and calculating earned value in an external system. Also, if you are not using CA Clarity PPM to calculate earned value.

   BCWP

   Displays the system-calculated value of Budgeted Cost of Work Performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV). BCWP represents the amount of the budgeted cost (BAC) completed based on performance as measured using the Task EV Calculation method.

   Calculations are made based on the level at which the calculation is 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.

   Current Baseline Required: Yes

   Earned Value Last Updated

   Displays the date the earned value was last updated.

4. Save the changes.

More information:

Edit Task Properties

About Earned Value Calculation Methods

About Default Earned Value Options (Investments)

Earned Value Metrics

How Earned Value Calculation Methods are Applied

How to Calculate and Record Earned Value Totals