Control Account Plan (CAP) Report Overview

The Control Account Plan (CAP) report is a combination of the Control Account (CA) and Work Package (WP) columns, with time phased resources below each CA and WP record. The data is grouped by control account, work package, and resource. The resources are subtotaled at the Element of Cost level, therefore you need to make sure that you have element of cost correctly configured in PM Compass on the General tab of the Project Details view.

Location of Elements of Cost

This report uses the Element of Cost as a subtotal when resources are selected. The Location of Elements of Cost setting for the project is located in the Projects Form View on the General tab. Use this setting to specify whether the Element of Cost is defined at a level of the resource file or a code on the resource.

Tip: Using a code on the resource will improve the performance for generating this report.

Filtering the Data

This detailed report contains a large amount of data. If you are producing this report on a large project, you should consider filtering the report by CAM or to specific control accounts to improve the performance. You can specify either specific records or criteria when you define the filter that the system uses when creating the report. Click in the Selection column to display the Control Account Search Dialog Box.

For more information, see Modify Standard Reports and Specifying Criteria vs. Specific Records (Values).

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Control Account Plan (CAP) Options dialog box which includes the following tabs:

• Use the General tab to rename a report and select workflow to display.

• Use the Details tab to include specific details or additional information to the report.

• Use the Sorting/Grouping tab to specify the sequence in which data displays on the report.

• Use the Layout tab to set the font, margins, orientation, page size, and other formatting options for the report.

All tabs on the Options dialog box share some common options and buttons.

Generate the Report

You can generate this report from the following areas:

• Reports » Cost Analysis » Control Account Plan (CAP)

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