CA Clarity PPM Earned Value Manager

CA Clarity PPM Earned Value Manager

This section contains the following topics:

Earned Value Manager Overview

How to Get Started with Earned Value Manager

Contract Audit Overview

Contract Processes

Earned Value Manager XOGs

Access to Earned Value Manager

Install the Add-in

Earned Value Manager Overview

Use the PPM Earned Value Manager add-in to manage your internal, U.S. federal government contract programs as part of an ANSI-748 compliant earned value management system. Use Earned Value Manager to ensure that your IT projects are following earned value principles defined in the ANSI/EIA standard 748-A (American National Standards Institute/Electronic Industries Alliance standard).

Earned Value Manager helps to organize your deliverables and track earned value using ANSI-748 compliance constructs. If your organization uses earned value methodology for measuring project performance, you can take advantage of the constructs to track earned value on contract programs.

CA Clarity PPM is one part of the overall earned value management system. You can use other supporting software systems to manage compliance points, such as Microsoft Excel spreadsheets or Word documents.

How to Get Started with Earned Value Manager

Before you start using Earned Value Manager:

1. Complete the administrative tasks:
   • Set up the rate matrices.
   • Set up the burdening matrices.
   • Set up the earned value reporting periods.
   • Set up the responsible OBS structure.
   • Set up the performing OBS structure.

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

2. If you are posting actuals:
   • Using CA Clarity PPM timesheets, set up timesheet options.

     For more information, see the Administration Guide.

   • Using financial transactions, set up your entity and its financial attributes.

     For more information, see the Financial Management User Guide.

3. Review the project management earned value settings, including the project and the default earned value (EV) calculation method for the project task.

   For more information, see the Project Management User Guide.

4. Schedule one or more instances of the Update Earned Value History – Contracts job based on the organization earned value reporting periods.

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

Contract Audit Overview

Audit provides a way to track the history of specific activities for a contract. CA Clarity PPM administrator sets up and enables audit, and determines the fields to audit and the information to store in the audit.

If audit is enabled for contracts and with the requisite access rights, the Audit menu displays when the contract is open. Use the contract audit page to view a log of change, addition, or deletion records for the fields specified for auditing.

For more information, see the Basics User Guide.

Contract Processes

You can use processes to automate certain elements of earned value management. CA Clarity PPM administrator defines the contract type-specific processes, or global processes designed to work on a specific contract from the Administration Tool.

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

For more information, see the Basics User Guide.

Earned Value Manager XOGs

You can process the following data objects or transactions into and out of CA Clarity PPM using the XML Open Gateway (XOG):

• Agency
• Contract

  This object XOG includes all of the child CWBS objects: contract work breakdown structure (CWBS) elements, summary level planning packages (SLPP), control accounts (CA), and work packages (WP).

• Burdening matrix
• Burdening class

Note: If you process contracts that contain work packages linked to projects or project tasks, the information representing the links are included. But copies of the referenced projects are not included. You require to XOG the referenced projects separately.

The following XOG sample files are included when you install the PPM Earned Value Manager add-in:

• agencies_read.xml
• agencies_write.xml
• burdening_class_write.xml
• burdening_classes_read.xml
• burdening_matrices_read.xml
• burdening_matrix_write.xml
• contracts_read.xml
• contracts_write.xml

The XOG sample files are located in the following directory:

<extract folder>\package\xog

Where <extract folder> is the name of the folder to where you extracted the .jar file.

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

Access to Earned Value Manager

Your access rights determine your access to PPM Earned Value Manager. So also to the Earned Value Manager features. In the absence of requisite privileges, you cannot view and use some of the features, pages, and fields.

Your CA Clarity PPM administrator assigns access rights, or your contract program manager can do so to a specific contract. Additionally, you would require access rights to several other CA Clarity PPM features, such as project management to access the information they contain.

Install the Add-in

For complete instructions on how to install an add-in, see the Installation Guide.