Control Accounts (CA) - Earned Value Manager › Edit Control Accounts

Edit Control Accounts

Follow these steps:

1. Open the control account.

   The control accounts page appears.

2. Click the name of the control account to edit.

   The properties page appears.

3. Edit the following fields:

   Control Account Name

   Required. Defines the control account name.

   Control Account ID

   Required. Defines the control account unique identifier.

   Description

   Defines the control account description.

   OBS

   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.

   Control Account Manager

   Required. Defines the name of the control account manager (CAM). The resource is typically a member of the control account OBS unit.

   Earned Value Analyst

   Defines the name of the control account earned value analyst.

   Financial Analyst

   Defines the name of the control account financial analyst.

   Scheduler

   Defines the name of the control account scheduler.

   Status

   Specifies the control account status.

   Values: Rejected, Unapproved, or Approved

   Default: Not selected

   Authorized Budget (BAC)

   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.

   Budget (BAC)

   Read-only. Displays the aggregate BAC of all the control account work packages.

   Start Date

   Defines the control account planned start date.

   Finish Date

   Defines the control account planned finish date.

4. Save the changes.