Previous Topic: Earned Value Manager Report Descriptions


Jobs

CA Clarity PPM provides jobs for earned value management.

This section contains the following topics:

Update Earned Value Totals - Contracts Job

Update Earned Value History - Contracts Job

EVM CPR Report Data Generation Job

Update Earned Value Totals - Contracts Job

Use the update earned value totals - contracts job to track contract progress by calculating earned value. This job calculates the current earned value data totals through the current date for a contract or set of contracts based on the parameters you select. The data is stored in a reserved row in the PRJ_EV_HISTORY (earned value history) table. The saved current earned value data totals are displayed in fields on contracts.

You can schedule this job to run in the background. You can invoke this job on demand from within the contract by updating the contract earned value.

Requirements

To calculate current earned value, the contract requires a current baseline.

Restrictions

This job cannot run concurrently with any other instance of the update earned value totals - contracts job.

Parameters

The following parameters are provided:

Note: If you do not complete any of the parameters, all contracts are processed.

Contract

Defines the name of the contract.

OBS Unit

Defines the name of the OBS Unit.

Contract Manager

Defines the name of the contract manager.

Update Earned Value History - Contracts Job

Use the update earned value history - contracts job to calculate earned value for a contract or set of contracts and to create earned value snapshots of the time sliced data. The data is based on the earned value reporting period that the contract manager assigns to the contract and the parameters you select. The earned value snapshot is used for historical earned value analysis (EVA) and reporting. The snapshots are stored in rows in the PRJ_EV_HISTORY (earned value history) table. You can use this reporting data to write reports.

This job uses the lag value to determine the day to take the snapshot. A snapshot is taken on the first day following the defined lag, provided you do not run the job on that day.

Example: Monthly with Three Day Lag

If you schedule this job to run monthly starting 2/1/11 with a lag of three days and you have associated the contract to an earned value reporting period whose period type is defined as Monthly and frequency is the first day of the month, a snapshot for January 2011 is generated only when the job runs on 2/04/11 or later.

For each contract that meets the job parameter criteria, this job:

Requirements

To create a historical snapshot, the contract requires:

Restrictions

This job cannot run concurrently with any other instance of the update earned value history - contracts job.

Parameters

The following parameters are provided:

Note: If you do not complete any of the parameters, all the contracts are processed.

Contract

Defines the name of the contract.

OBS Unit

Defines the name of the OBS Unit.

Contract Manager

Defines the name of the contract manager.

Lag

Determines the number of days to wait before taking the snapshot. Use this setting to defer taking a historical snapshot so that your organization can reconcile actuals from one system to another.

Rewrite Existing Snapshot

Indicates whether you want this job to regenerate the current reporting period snapshot and replace the existing current periodic snapshot with updated data. When cleared, those contracts that already have periodic snapshots are ignored.

Default: Cleared

Show Projected ACWP

Indicates the job to create data for the projected actual cost of work performed (ACWP) of all CWBS elements.

Default: Cleared

Show Projected BCWP

Indicates the job to create data for the projected budgeted cost of work performed (BCWP) of all CWBS elements.

Default: Cleared

Show Projected BCWS

Indicates the job to create data for the projected budgeted cost of work scheduled (BCWS) as of the date for projects and project tasks that are linked to the contract work packages.

Default: Cleared

EVM CPR Report Data Generation Job

The EVM CPR Report Data Generation job calculates and generates the CPR report data. This job is responsible for collecting all of the required data for one or more contracts and populates the CPR Report tables for one of more of the CPR Format reports.

Flexible job parameters let you generate report data for the following:

Requirements
Restrictions

This job cannot run concurrently with other instances of this job.

Parameters
Contract

Limits the report generation to a selected contract. If you do not select a contract, then this job generates reports based all contracts associated with selected OBSs.

Required: Yes, if an OBS unit is not specified.

OBS Unit

Limits the report generation to the selected contracts associated with the selected OBS unit. If no OBS unit is selected, all OBS units are considered based on their association with the selected contract.

Values: Unit

Required: Yes, if a contract is not specified

OBS Level

Specifies the level at which OBS unit aggregations are reported in the Performance Data sections of the CPR reports. Data is aggregated to this level. Level 1 is reserved for the top OBS node.

Used in CPR Format 2, CPR Format 4a, and CPR Format 4b reports

Limits: Positive number, greater than zero.

Default: 3

Contract Program Manager

Limits the report generation to the selected contracts assigned to the selected contract program manager.

Control Account Manager

Limits the report generation to the selected contracts assigned to the selected control account manager.

Reporting Period From Date

Limits data on the generated report starting on this date. One report for each EV reporting period. If this date does not exactly match the contract EV reporting period, this job looks further back in time for the closest EV reporting period start date.

Reporting Period To Date

Limits data on the generated report ending on this date. One report for each EV reporting period. If this date does not exactly match the contract EV reporting period, this job looks forward in time for the closest EV reporting period end date.

WBS Level

Specifies the number levels deep in which to list the CWBS elements, including control accounts, in the Performance Data sections of CPR reports. Data is aggregated from the level 2 position down to the specified level. Level 1 is reserved for the CWBS root node element and is not included in this report.

Limits: Positive number, greater than or equal to 2.

Default: 3

Overwrite Existing Report Data

Indicates if existing report data is overwritten during report generation. When selected, base report data is overwritten, and changes to shared report header fields are reflected across all CPR reports for the specified reporting period.

Default: Cleared

CPR Format 1

Indicates if the report for CPR Format 1 is generated.

Default: Selected

CPR Format 2

Indicates if the report for CPR Format 2 is generated.

Default: Selected

CPR Format 3

Indicates if the report for CPR Format 3 is generated.

Default: Selected

CPR Format 4a (BAC)

Indicates if the report for CPR Format 4a is generated.

Default: Selected

CPR Format 4b (EAC)

Indicates if the report for CPR Format 4b is generated.

Default: Selected

CPR Format 5

Indicates if the report for CPR Format 5 is generated

Default: Selected

More Information:

Access Rights

Set the Contract Performance Report (CPR) Parameters