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.

The CAP report is designed to meet the needs of a CAM. All of the information about a control account can be seen in a single report. This is a great report to run using the filter "CAM is me." It is not a good report to run for the entire project. The report can be very large for even a small project. The information is easy to consume using the collapse and expand features of the report; however, the large report requires a vast amount of resources to run. If you choose to run the report with too much data, it will fail. The exact support size is difficult to calculate. It depends on how many work packages are in the selected control accounts, the number of resource assignments in the work packages, and how long the work packages are (for example, how many time phased periods will be displayed).

For this reason, Deltek recommends that you create a filter that displays less than 100 control accounts on the report. In addition, if you choose more than just a few, you should create an archive and then view the archive. A report archive is created on the server instead of passing the report information to the client and rendering the report on the client. The report is produced faster and has less change of running out of resources.

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:

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:

What do you want to do?

Review the report procedures (use, modify, edit, format, sort, and archive reports)


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