In a dashboard or Project Workspace, the Index Performance portlet displays schedule performance index (SPI), cost performance index (CPI), and to complete performance index (TCPI) calculations. SPI indicates whether you are meeting earned and planned values within your schedule; CPI indicates whether you have spent money over the budget to date; TCPI enables you to determine the level of performance needed to achieve the cost or time objectives. Status indicators help you gauge whether these index values are within an acceptable range or whether you will need to take corrective action, based on thresholds you define.
Field Definitions
- Schedule Performance Index (SPI)
- Earned Value of Cost or Quantity / Planned
Value of Cost or Quantity
A measure of the work accomplished as a percentage of the work scheduled, SPI indicates whether you are meeting earned and planned values within your schedule. You can set performance thresholds for SPI calculated values to determine whether you need to take corrective action.
- Cost Performance Index (CPI)
- Earned Value of Cost or Quantity / Cost or Quantity
to Date
A measure of the value of work accomplished as a percentage of the actual costs, CPI indicates whether you have spent money over the budget to date. You can set performance thresholds for CPI calculated values to determine whether you need to take corrective action.
- To Complete Performance Index (TCPI)
- Budget – Earned Value / Estimate to Complete
A measure of the value of the project work that is remaining, TCPI enables the project manager to determine the level of performance needed to achieve the cost or time objectives. You can set performance thresholds for TCPI calculated values to determine whether you need to take corrective action.
Customizing the Index Performance portlet
Click Customize at the top of the dashboard or Project Workspace. In the Project Performance section, mark or clear the Index Performance checkbox to show or hide the portlet.
Click next to Index Performance and choose whether to show Schedule Performance Index,
Cost Performance Index, and/or To Complete Performance Index values.