Find Control Accounts or Work Packages That Are Not Progressing According to Plan

Use Cost Analysis and  Enter Cost Progress to quickly identify the control accounts or work packages that are not performing as planned. For example, you can view control accounts or work packages whose cost performance index (CPI) exceeds the defined acceptable tolerances.

For more information, see Progress Overview.

Before you can enter progress updates, you must configure progress.

For more information about tolerances, see Thresholds Tab of the Projects Form.

To find control accounts or work packages that are not progressing according to plan, complete the following steps:

  1. Display the Enter Cost Progress form. How?

  2. On the Enter Cost Progress Form toolbar, click in the Search field.

  3. On the Control Account Search dialog box, select Advanced in the Display Type field.

  4. Use the Search Criteria grid to create filters to display the control accounts that are not progressing according to plan.  

  5. After creating a filter, the Control Account Search dialog box displays the control accounts that meet the filter criteria. Select the control accounts that you want to display on the Cost Analysis form and click Select. If you want to display all control accounts returned by the filter, click Select All.

What do you want to do?

Configure progress

View explanation of variance for a control account or work package

View time phased resource data for a control account or work package

Enter cost progress

Set up project-level thresholds


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