Summary Level Planning Packages (SLPP)

Summary Level Planning Packages (SLPP)

This section contains the following topics:

Create SLPPs

View Summary Level Planning Packages (SLPP) Remaining Budget

How to Draw Down SLPP Budget into Work Packages

Delete Summary Level Planning Packages (SLPP)

Create SLPPs

Create SLPPs using the CWBS element summary planning packages list page. Create them at the lowest level of the CWBS hierarchy at which is the control account. This helps for future work and you draw down the SLPP budget into a control account work package.

Follow these steps:

1. Open the contract.

   The properties page appears.

2. Click Contract WBS.

   The contract WBS page appears.

3. Expand the CWBS hierarchy to locate the CWBS element for the new SLPP, and click the name of the CWBS element.

   The properties page appears.

4. Click Summary Planning Packages.

   The list page appears.

5. Click New.

   The create page appears.

6. Complete the following fields:

   Summary Planning Package Name

   Required. Defines the SLPP name.

   Summary Planning Package ID

   Required. Defines the SLPP unique identifier.

   Budget

   Defines the SLPP assigned budgeted amount. When you take a contract baseline, the value is used for the SLPP Budget At Completion (BAC).

   Description

   Defines the SLPP description.

   Start

   Required. Defines the SLPP start date.

   Finish

   Required. Defines the SLPP finish date.

   OBS

   Defines the SLPP OBS Unit. This value is used for aggregation of earned value metrics and baseline data on the CPR Format 2 report.

7. Save the changes.

   The SLPP is created and displays on the CWBS element summary planning packages list page.

More information:

Contract Performance Report (CPR) Format 2 - Organizational Categories

How to Draw Down SLPP Budget into Work Packages

View Summary Level Planning Packages (SLPP) Remaining Budget

You can view the SLPP remaining budget on the properties page of summary planning package.

Viewing SLPPs With Remaining Budget

When an SLPP balance goes down to zero, the SLPP has no remaining budget. The summary planning package list page displays SLPPs having a budget greater than zero. To view all SLPPs, set the Has Remaining Budget filter field to All and filter the list.

For more information, see the Basics User Guide.

Follow these steps:

1. Open the contract.

   The properties page appears.

2. Click Contract WBS.

   The contract WBS page appears.

3. Expand the CWBS hierarchy to locate the CWBS element for the SLPP, and then click the name of the CWBS element.

   The properties page appears.

4. Click Summary Planning Packages.

   The list page appears.

5. Click the name of the SLPP.

   The properties page appears, displaying the remaining budget (BAC) in the Budget field.

How to Draw Down SLPP Budget into Work Packages

You can draw a budget down from your SLPP into a control account work package. Draw the budget for the future work but before you start the work.

Drawing down the budget is not an automated process. You require to draw manually a portion of it, or the entire amount of the SLPP budget down to the work package. Use the following process to draw down your SLPPs and transfer the budget into a planning work package:

1. Open and edit the CWBS element that owns the SLPP.
2. Open and edit the control account for the CWBS element.
3. Create a work package for the control account.
4. Do one of the following:
   • For planning work packages, manually enter the budget amount that you are drawing down from the SLPP.
   • For any other work package type, link the work package to the appropriate project or task.
5. Manually reduce the SLLP budget by the amount you are drawing down into the work package.

Manually Enter Work Package Budget Amount Drawn Down from SLPP

You can manually enter the budget amount for the planning work packages that are being drawn from the summary level planning package (SLPP). Enter the budget amount on the properties page of work packages.

Follow these steps:

1. Open the contract.

   The properties page appears.

2. Click Contract WBS.

   The WBS contract page appears.

3. Click the name of the CWBS element.

   The properties page appears.

4. Click Control Accounts.

   The control accounts page of CWBS element appears.

5. Click the name of the control account.

   The properties page appears.

6. Click Work Packages.

   The list page appears.

7. Click the name of the planning work package to edit.

   The properties page appears.

8. In the Earned Value Management section, enter the budget amount in the Budget (BAC) field, and save.

Manually Reduce SLPP Budget

Specify the budget amount to be drawn from the SLPP into the work package. Then, manually reduce the SLPP budget by the amount you entered in the work package. Use the Budget field on the properties page of summary planning package to report the amount.

Follow these steps:

1. Open the contract.

   The properties page appears.

2. Click Contract WBS.

   The WBS contract page appears.

3. Expand the CWBS hierarchy to locate the CWBS element for the SLPP, and then click the name of the CWBS element.

   The properties page appears.

4. Click Summary Planning Packages.

   The list page appears.

5. Click the name of the SLPP to reduce the budget.

   The properties page appears.

6. Edit the remaining budget (BAC) in the Budget field, and save.

   The SLPP budget is reduced by the amount you are drawing down.

Delete Summary Level Planning Packages (SLPP)

A summary level planning packages (SLPP) converted into a work package can be deleted. You require the Contract - Edit access right to delete SLPPs. You cannot delete SLPPs that have a baseline, even if the current balance is zero.

Follow these steps:

1. Open the contract.

   The properties page appears.

2. Click Contract WBS.

   The contract WBS page appears.

3. Expand the CWBS hierarchy to locate the CWBS element for the SLPP, and click the name of the CWBS element.

   The properties page appears.

4. Click Summary Planning Packages.

   The list page appears.

5. Select the check box next to the SLPP, and click Delete.

   The confirmation page appears.

6. Click Yes.

More information:

Agencies