Work packages represent the actual work associated with a deliverable. Work packages are associated with control accounts. Create the packages as part of the bidding process to establish your initial contract baseline for cost.
Some work packages are linked to project or project tasks. Earned value from the project or task is updated. Then, rolled up to the work package when the Update Earned Value Totals - Contracts job and the Update Earned Value History - Contracts jobs run.
This section contains the following topics:
How to Work with Work Packages
Create Work Packages for Control Accounts
View a List of and Open Work Packages
Link Work Packages to Projects or Project Tasks
View Work Package Earned Value Data
Use the following process to work with work packages:
The following work package types provide a general guideline for the types of resource costs that you can track in a particular work package type.
Defines a work package as a container package used for work. The package is scheduled no earlier than three months from the current reporting period. Planning work packages do not have any schedule or resources assigned. They are on hold until the control account manager is ready to assign scope to them. Planning work packages only require to store the dollar amount for the budget for a future scope of work. You can change the work package type to another work package type at a later date.
Defines a work package for the labor cost element. You can link labor work packages to projects or project tasks.
Defines a work package for labor cost elements, but is for internal contracted labor instead of internal employees. You can link sub-contractor labor work packages to projects or project tasks.
Defines a work package not for assigned labor resources. All that matters are the dollars. No scheduling of hours takes place. You can link other direct costs work packages to project tasks to which expense resources are assigned.
Defines a work package not for assigned labor resources, and only has a dollar amount. You can link material work packages to project tasks to which material resources are assigned.
Defines a work package for external sub-contractors to submit their actuals as dollar amounts, not hours. Scheduling time for external sub-contractors is not required. You can link sub-contractor work packages to project tasks that track costs from external sub-contractors.
Defines a work package that represents all costs in the associated project. Use project work packages for the work packages that you link to projects. The control account manager expects project work packages to have more than one cost type in the total costs and earned value metrics.
Planning work packages are logical aggregations of far-term work within a control account that you can identify and budget. But the work packages are not yet defined into work packages. You can define planning work packages for work is scheduled no earlier than three months from the current reporting period. You can later draw down the planning work package budget to create a work package. You can also define the package type and link it to a project or project task in the project schedule.
You can identify planning work packages during the initial baseline planning to establish the time phasing of the major activities within a control account. Also, helps to specify the number of resources required for their performance.
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:
The control accounts page appears.
The list page appears.
The create page appears.
Defines the work package name.
Defines the work package unique identifier.
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
Defines the Statement of Work (SOW) number.
Defines the Contract Line Item Number (CLIN).
Defines the Contract Line Item Number (CLIN) status.
Values:
Defines the planned date for starting work package.
Defines the planned date for finishing work package.
The work package is created and displays in the list on the work packages page of control accounts.
View a list of a work packages defined for the control account on the work packages page of control account.
Follow these steps:
The control accounts page appears.
The list page appears.
The properties page appears.
TO edit work packages, you require the Contract - Edit access right to the work package associated contract.
Follow these steps:
The properties page appears.
Defines the work package name.
Defines the work package unique identifier.
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
Defines the Statement of Work (SOW) number.
Defines the Contract Line Item Number (CLIN).
Defines the Contract Line Item Number (CLIN) status.
Values:
Defines the planned date for starting the work package.
Defines the planned date for finishing the work package.
You can link work packages to the projects or project tasks that represent the implementation details for delivering the work. You assign, schedule, and accumulate costs for the performing organization resources from the project and its tasks. Baseline and earned value (EV) metrics are aggregated from the project tasks into the work package based on their association to the work package. Earned value is reported on the scheduled work delivered by the control account.
You establish the link from the work package to the project or tasks. You can view the EV data in the Earned Value Management section of the properties page.
You can link the work package to the project if you are only concerned with top level metrics, or you can separate your work package deliverables into separate tasks on a project.
Important! If you link a work package to a project, do not link the project tasks or subprojects to other work packages. The project aggregates and rolls up all its tasks and subproject metrics to its linked work package.
Follow these steps:
The list page appears.
The list page appears.
The properties page appears.
The link page appears.
The select page project appears.
The properties page appears, displaying the name of the linked project in the Associated Project/Task field.
Follow these steps:
The list page appears.
A list of work packages defined for the control account is displayed in the work packages list page.
The properties page appears.
The link page appears.
The select page appears.
The select page appears.
The work package properties page appears displaying the name of the linked project task in the Associated Project/Task field.
You can view earned value (EV) data for non-planning work packages in the Earned Value Management section of the work package properties page. This section only displays on the page after you link the work package to a project or project task.
To update the work package earned value metrics, run the Update Earned Value Totals - Contracts job.
Contact your CA Clarity PPM administrator or see the Administration Guide for more information.
Follow these steps:
The control account page appears.
The list page appears, displaying a list of work packages defined for the control account.
The properties page appears.
Displays the default earned value calculation method used when calculating earned value (EV).
Displays the value of Budget at Completion (BAC), which is the budgeted total cost at the time of the baseline, based on the following formula:
((Actuals + Remaining Work) x Billing Rate) taken at time of baseline
The work package budget BAC is used and rolled up to the control account aggregated budget BAC amount, with any other associated work package.
Displays the system-calculated value of Actual Cost Of Work Performed (ACWP). The value is the total direct cost incurred in performing work during a specified duration based on posted actuals.
Displays the system-calculated value of Budgeted Cost of Work Performed (BCWP).
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