Identify Control Accounts

Note:

Identifying control accounts is part of setting up the workflow process for a project. Control accounts must be identified before you can assign workflow roles to named users and initiate the workflow process for a control account. See Assign Workflow Roles for the next step in the process.

When you have implemented the change control workflow process on your project, identify the control accounts in BOEMax before you import the BOEMax budget baseline project into EVMax. The import process includes the control account notation so you only need to do this once for the project.

  1. Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu.
  3. Expand the WBS hierarchy as needed to view the WBS elements you want to identify as control accounts.
  4. Select the Admin tab.
  5. Select the WBS element row and click Control Account in the Ribbon Menu. The view returns to the Main tab. The WBS element row now includes the control account icon in the Control Account column.
  6. Repeat Steps 4 and 5 as needed for each WBS element you want to identify as a control account.