Control Account Structure<br />
Creating Control Accounts<br />Department<br />XYZ Aircraft<br />Engineering<br />Section<br />Mechanical<br />Mgmt<br />S...
Using MS-Project to develop Control Accounts (easier)<br />Choose View/Task Usage<br />Right click on “Task Name” and add ...
Using MS-Project to develop Control Accounts (harder)<br />1.<br />Choose View/More Views/Task Usage<br />Choose Edit… and...
Using MS-Project to develop Control Accounts (harder…cont)<br />Choose View/Task Usage by Resource<br />Add all Resource c...
Control Account Structure<br />Reality Check:<br />Size:  CA.TCP.1 contains 6/7’s of the entire budget – does this give ad...
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3 pm3 t_we%20-%20setting%20up%20the%20control%20account%20structure

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3 pm3 t_we%20-%20setting%20up%20the%20control%20account%20structure

  1. 1. Control Account Structure<br />
  2. 2. Creating Control Accounts<br />Department<br />XYZ Aircraft<br />Engineering<br />Section<br />Mechanical<br />Mgmt<br />SW<br />Team<br />Gas<br />Carpenter<br />Test<br />Plumbing<br />Mason<br />Project<br />Electrical<br />CWBS Level<br />Element<br />Element<br />Total<br />Number<br />Title<br />Value<br />2<br />3<br />4<br />5<br />1<br />A<br />House<br />X<br />X<br />50<br />AA<br />Project Management<br />AC<br />Foundation<br />X<br />X<br />ACA<br />Framing<br />10<br />100<br />ACB<br />Concrete<br />X<br />40<br />10<br />5<br />AB<br />X<br />Certification<br />X = Denotes Control Account Level<br />
  3. 3. Using MS-Project to develop Control Accounts (easier)<br />Choose View/Task Usage<br />Right click on “Task Name” and add Field for “Cost” <br />Right click on “Details” column and apply “Cost”<br />Add all Resource costs for each Work Package<br />Assign Work Packages to “resource owners”<br />Group Work Packages within the same WBS branch which have the same “owner” into Control Accounts<br />“Reality Check” duration and amount of CA’s<br />
  4. 4. Using MS-Project to develop Control Accounts (harder)<br />1.<br />Choose View/More Views/Task Usage<br />Choose Edit… and create a View called “Task Usage by Resource”, change “Group” to “Priority Keeping Outline Structure”<br />Apply this View<br />Right click over top of the top line and select “Customize Group By…”<br />Change the customization to include “Resource Name” as the last criterion as shown<br />2.<br />4.<br />5.<br />
  5. 5. Using MS-Project to develop Control Accounts (harder…cont)<br />Choose View/Task Usage by Resource<br />Add 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)<br />Assign Work Packages to “resource owners”<br />Group Work Packages within the same WBS branch which have the same “owner” into Control Accounts<br />“Reality Check” amount and duration of CA’s<br />1.2 = TCP.A.A<br />Carpenter = $650+$200<br />Painter =$300+$120<br />Assign to Carpenter<br />1.3 = TCP.A.B<br />Carpenter = $750+$200<br />Painter =$300<br />Assign to Carpenter<br />TCP.A.A and TCP.A.B are both under TCP.A and both belong to Carpenter, so can be in a CA together<br />
  6. 6. Control Account Structure<br />Reality Check:<br />Size: CA.TCP.1 contains 6/7’s of the entire budget – does this give adequate control?<br />Duration: Whole project is only 2 weeks long, so control not a big issue <br />Conclusion: Go with 2 CA’s for simplicity. If project was longer, would leave TCP.A.A and TCP.A.B in separate CA’s<br />

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