CA Clarity PPM Earned Value Manager › How to Get Started with Earned Value Manager

How to Get Started with Earned Value Manager

Before you start using Earned Value Manager:

1. Install the add-in. For more information, see the Installation Guide.
2. 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.

3. 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.

4. 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.

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

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