Earned Value Manager Summary Level Planning Packages (SLPP)

You can use the Earned Value Manager (EVM) add-in to manage summary level planning packages (SLPP).
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You can use the Earned Value Manager (EVM) add-in to manage summary level planning packages (SLPP).
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Create Summary Level Planning Packages (SLPP)
Create SLPPs using the CWBS element summary planning packages list page at the lowest level of the CWBS hierarchy (the control account). This method helps with future work and you draw down the SLPP budget into a control account work package.
Follow these steps:
  1. Open the contract.
  2. Click Contract WBS.
  3. Expand the CWBS hierarchy to locate the CWBS element for the new SLPP, and click the name of the CWBS element.
  4. Click Summary Planning Packages.
  5. Click New.
  6. Complete the information on the page. The following fields require an explanation:
    • Budget
      Defines the SLPP assigned budgeted amount. When you take a contract baseline, the value is used for the SLPP Budget At Completion (BAC).
    • 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.
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 reduces 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.
Follow these steps:
  1. Open the contract.
  2. Click Contract WBS.
  3. Expand the CWBS hierarchy to locate the CWBS element for the SLPP, and click the name of the CWBS element.
  4. Click Summary Planning Packages.
  5. Click the name of the SLPP.
    The properties page appears, displaying the remaining budget (BAC) in the Budget field.
Draw Down Summary Level Planning Packages (SLPP) Budget into Work Packages
You can draw a budget down from your SLPP into a control account work package. Draw the budget for future work, but do so before you start the work.
Drawing down the budget is not an automated process. Manually draw 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.
Follow these steps:
  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.
  2. Click Contract WBS.
  3. Click the name of the CWBS element.
  4. Click Control Accounts.
    The control accounts page of CWBS element appears.
  5. Click the name of the control account.
  6. Click Work Packages.
  7. Click the name of the planning work package to edit.
  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 that 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.
  2. Click Contract WBS.
  3. Expand the CWBS hierarchy to locate the CWBS element for the SLPP, and then click the name of the CWBS element.
  4. Click Summary Planning Packages.
  5. Click the name of the SLPP to reduce the budget.
  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)
You can delete a summary level planning packages (SLPP) that is converted into a work package. To do so, you need the Contract - Edit access right. You cannot delete SLPPs that have a baseline, even if the current balance is zero.
Follow these steps:
  1. Open the contract.
  2. Click Contract WBS.
  3. Expand the CWBS hierarchy to locate the CWBS element for the SLPP, and click the name of the CWBS element.
  4. Click Summary Planning Packages.
  5. Select the check box next to the SLPP, and click Delete.
  6. Click Yes to confirm the deletion.