Scheduling (projects) › How to Edit Tasks › Set the Default Earned Value Options (Tasks)

Set the Default Earned Value Options (Tasks)

Task-level earned value fields are available. But the Earned Value section does not display by default on the task properties page. The Earned Value section includes the earned value (EV) fields. Configure the page to include the section and the fields, or let the CA Clarity PPM administrator use Studio to add globally to the page.

Suppose, your company uses an earned value (EV) management methodology for measuring project performance. Use the following fields to override the task default EV calculation method and to override the Budgeted Cost of Work Performed (BCWP) value manually.

Follow these steps:

1. Open the project and click Tasks.
2. Click the name of the task to edit.
3. In the Earned Value section, complete the following fields:

   EV Calculation Method

   Defines the default earned value (EV) calculation method that is used when calculating EV. This method sets the default if you have not selected an EV calculation method for the task.

   Values: Percent Complete, 0/100, 50/50, Level of Effort, Weighted Milestones, Milestone Percent Complete (PC), and Apportioned Effort (AE)

   Default: Percent Complete

   BCWP Override

   Defines the Budgeted Cost of Work Performed (BCWP). The value overrides the system-calculated BCWP and is used for all earned value metrics that are based on BCWP. If you use an earned value calculation method, such as Weighted Milestones, Milestone Percent Complete (PC), and Apportioned Effort (AE), enter the BCWP value manually.

   Best Practices: Enter a value in this field only if you are tracking and calculating earned value in an external system. Also, if you are not using CA Clarity PPM to calculate earned value.

   BCWP

   Displays the system-calculated value of Budgeted Cost of Work Performed (BCWP). The value is calculated and recorded when you baseline a project, or when you update earned value totals. BCWP is also referred to as the earned value (EV). BCWP represents the amount of the budgeted cost (BAC) completed based on performance as measured using the Task EV Calculation method.

   Calculations are made based on the level at which the calculation is made. BCWP is calculated at the following levels:

   • Task. BCWP is based on the selected EV calculation method.
   • Project. BCWP is the sum of BCWP for all WBS Level 1 tasks in the project.

   Current Baseline Required: Yes

   Earned Value Last Updated

   Displays the date that the earned value was last updated.

4. Save the changes.

More information:

Edit Task Duration in the Gantt Chart

Earned Value Metrics

How Earned Value Calculation Methods are Applied

Calculate Earned Value Totals

About Earned Value Calculation Methods

Default Earned Value Options (Investments)

Set Time Tracking at the Task Level

As a project manager you can toggle a task as being either open or closed to time tracking. The project team members can only add the tasks to their timesheets which are open for time tracking. They cannot accidentally place hours on tasks which should not have actual hours applied against them. Applying errant actuals to a task can lead to a task start or finish date shifting. The project end date can also shift if the task is on the critical path.

Closing a task off from time tracking is useful in the following cases:

• The project is multi-phased and you do not want resources to accidentally track time to future work.
• You complete a task and need to prevent further time tracked to it.

You can set the Open For Time Entry setting on any editable view that includes task properties

Follow these steps:

• From the project’s task list, click in the Open for Time Entry field for a task and select a value from the drop-down menu.
• From the task properties menu click Settings to edit the field on the settings page.
• Add the Open for Time Entry field to any editable task page layout using the Configure option.