Earned Value Manager Jobs

The following jobs are included with the Earned Value Manager (EVM) add-in for cappm:
ccppmop152
The following jobs are included with the Earned Value Manager (EVM) add-in for
CA PPM
:
 
Updated Earned Value Totals - Contracts Job
The Update Earned Value Totals - Contracts job tracks 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:
  • 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.
If you do not complete any of the parameters, all contracts are processed.
Update Earned Value History - Contracts Job
The Update Earned Value History - Contracts job calculates 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:
  • Finds the contract associated earned value reporting period and saves the contract earned value data based on that period.
  • Locks the contract Earned Value Reporting Period field.
Requirements
To create a historical snapshot, the contract requires:
  • Assigning to an earned value reporting period.
  • A current baseline.
Restrictions
This job cannot run concurrently with any other instance of the update earned value history - contracts job.
Parameters
The following parameters are provided:
  • 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
If you do not complete any of the parameters, all the contracts are processed.
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:
  • One contract at a time.
  • Multiple contracts based on selected OBS Unit, and then within that OBS Unit(s), based on a selected contract program manager and/or the selected control account manager.
Requirements
  • Access rights are assigned to run jobs and to view contract data. You can only generate report data for contracts in which you have at least view access.
  • CPR data for each contract is entered.
  • When setting the parameters to run this job, do the following:
    • Select either a single contract or an OBS unit.
      Otherwise, the job fails and the following error message is written to the job log: "No data to generate. Select either a single contract or an OBS unit."
    • Specify a data range for the earned value reporting period.
    • Select the Overwrite Existing Data check box to overwrite existing report data from previously run reports for the selected contract.
      Otherwise, the base report data is not overwritten, and the following error message is written to the job log: "CPR Format
      n
      for Contract contract_name for Reporting Period from_date and to_dates already exists. Set the Overwrite Existing Data flag to replace and update this report data", where n is the number of the CPR Format, contract_name is the name of the contract, and from_date and to_date is the reporting period.
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