Slide 1

Control Account Structure

#3PM3_T_B Planning Time

Element

X = Denotes Control Account Level

TestSW5

NumberElementTitleAAAACACAACBABHouseProject ManagementFoundationFramingConcrete10XXXXXXMgmtTeamXYZ AircraftDepartmentSectionCarpenterMasonPlumbingGasElectricalProjectTotalValueMechanicalEngineering

CWBS Level

23451100Creating Control Accounts10

50

Certification40

#3PM3_T_B Planning Time2The Responsibility Assignment Matrix (RAM) which identified the assignment of tasks or products to the organization by CWBS elements is developed by the program and is reviewed as part of Internal Surveillance Program. This is done by listing the CWBS structure on the vertical axis and the organizational structure through the Control Account Manager (CAM) level on the horizontal axis. The intersection of these two axis identifies one or more control accounts. Budget at Completion (BAC) associated with the control account is reflected at this intersection. The RAM is used as a communication device providing a summary level picture of where work and budgets are assigned, and from which cost collection is developed. It helps ensure that all CWBSs identified in the CWBS Dictionary are assigned to an individual (CAM) who is responsible for managing the completion of that tasks.

Using MS-Project to develop Control Accounts (easier)

Choose View/Task UsageRight click on Task Name and add Field for Cost Right click on Details column and apply CostAdd all Resource costs for each Work PackageAssign Work Packages to resource ownersGroup Work Packages within the same WBS branch which have the same owner into Control AccountsReality Check duration and amount of CAs

#3PM3_T_B Planning TimeChoose View/More Views/Task UsageChoose Edit and create a View called Task Usage by Resource, change Group to Priority Keeping Outline StructureApply this ViewRight click over top of the top line and select Customize Group ByChange the customization to include Resource Name as the last criterion as shown

1.2.4.5.Using MS-Project to develop Control Accounts (harder)

#3PM3_T_B Planning TimeChoose View/Task Usage by ResourceAdd all Resource costs for a given resource for each Work Package (note that MS-Project groups by the default outline structure, and you will have to line this up with your WBS)Assign Work Packages to resource ownersGroup Work Packages within the same WBS branch which have the same owner into Control AccountsReality Check amount and duration of CAs

1.2 = TCP.A.ACarpenter = $650+$200Painter =$300+$120Assign to Carpenter1.3 = TCP.A.BCarpenter = $750+$200Painter =$300Assign to CarpenterUsing MS-Project to develop Control Accounts (hardercont)TCP.A.A and TCP.A.B are both under TCP.A and both belong to Carpenter, so can be in a CA together

#3PM3_T_B Planning TimeControl Account StructureControl Account #Control AccountWBSWork PackageBudgetCA.TCP.1WoodworkingTCP.A.ATable Top$1500+$1450=$2950CA.TCP.1WoodworkingTCP.A.BTable LegsCA.TCP.2AssemblyTCP.A.CAttachment Hardware$275+$305=580CA.TCP.1AssemblyTCP.A.DTable Assembly

Reality Check:Size: CA.TCP.1 contains 6/7s of the entire budget does this give adequate control?Duration: Whole project is only 2 weeks long, so control not a big issue Conclusion: Go with 2 CAs for simplicity. If project was longer, would leave TCP.A.A and TCP.A.B in separate CAs

#3PM3_T_B Planning Time