Control accounts (CA), or cost accounts, represent the work that supports a deliverable. CA helps to aggregate and report on earned value for their associated work packages.
This section contains the following topics:
View a List of and Open Control Accounts
View Control Account Authorized Budget
Enter Reprogramming Adjustments for Control Accounts
Monitor Control Account Performance
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:
The properties page appears.
The contract WBS page appears.
The properties page appears.
The list page appears.
The create page appears.
Defines the control account name.
Required: Yes
Defines the control account unique identifier.
Required: Yes
Defines the control account description.
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
Defines the name of the control account manager (CAM). The resource is typically a member of the control account OBS unit.
Required: Yes
Defines the name of the control account earned value analyst.
Defines the name of the control account financial analyst.
Defines the name of the control account scheduler.
Specifies the control account status.
Values: Rejected, Unapproved, or Approved
Default: Not selected
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.
Displays an aggregation of the sum of BAC of all the control account work packages.
Defines the control account planned start date.
Defines the control account planned finish date.
View a list of control accounts across all contracts using the control accounts list page. You cannot create or delete control accounts from the list page.
Follow these steps:
The control accounts page appears.
The properties page of the control accounts appears.
Follow these steps:
The properties page appears.
The CWBS control accounts page appears.
The properties page appears.
Follow these steps:
The control accounts page appears.
The properties page appears.
Required. Defines the control account name.
Required. Defines the control account unique identifier.
Defines the control account description.
Required. 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. Defines the name of the control account manager (CAM). The resource is typically a member of the control account OBS unit.
Defines the name of the control account earned value analyst.
Defines the name of the control account financial analyst.
Defines the name of the control account scheduler.
Specifies the control account status.
Values: Rejected, Unapproved, or Approved
Default: Not selected
Defines the control account authorized budget (BAC). 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 the necessity for corrective action.
Read-only. Displays the aggregate BAC of all the control account work packages.
Defines the control account planned start date.
Defines the control account planned finish date.
Often the control account authorized budget (BAC) is driven by a bottom up number. In this case, enter the control account BAC after you define, schedule, and scope all of the control account's work packages. Use the control account Budget (BAC) field to compare the work package current aggregated BAC against your authorized budget. This display-only field displays an aggregation of the sum of BAC of all the control account’s work packages.
Follow these steps:
The control accounts page appears.
The properties page appears.
Control accounts are baselined when you baseline the contract.
During the course of executing a contract, reprogramming adjustments maybe required. The reprogramming decisions result in adjustments to individual control accounts. A reprogramming adjustment is represented as budget, cost, and schedule variances within an Over Target Baseline (OTB), or Over Target Schedule (OTS). Use the fields on the properties page of reprogramming adjustments to enter the total changes for a control account. The values appear on the CPR Format 1 report, in Section 8 - Columns 12a, 12b and 13.
Follow these steps:
The properties page appears.
The reprogramming adjustments properties page appears.
Defines the reprogramming adjustment cost variance aggregated from all costs recorded against control accounts at this level.
Defines the reprogramming adjustment schedule variance aggregated from all costs recorded against control accounts at this level.
Defines the reprogramming adjustment budget aggregated from all costs recorded against control accounts at this level.
Use the control account dashboard page to monitor control account performance. The page displays the EV History portlet, which contains the earned value history data based on the work packages. As time progresses, each new reporting period is displayed on the graph.
Optionally, you can show projected data on the graph. Your CA Clarity PPM administrator sets up the Update Earned Value History - Contracts job parameters to project ACWP, BCWP, and BCWS. Then, you can run the job to view the earned value history.
Contact your CA Clarity PPM administrator or see the Administration Guide for more information.
To customize the page, add or remove portlets using the dashboard of the control account layout portlet page in Studio.
Contact your CA Clarity PPM administrator or see the Administration Guide for more information.
You cannot delete control accounts that are active or have a baseline. When you delete a control account that has defined work packages, the associated work packages are also deleted.
Follow these steps:
The properties page appears.
The contract WBS page appears.
The properties page appears.
The properties page appears.
The confirmation page appears.
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