Performance Status CalculationsThis topic provides additional information about the formulas used to calculate the performance status metrics shown on the Portfolio Performance Status page. The Portfolio Performance Status page displays summarized schedule and cost or labor unit data based on one of three performance metrics you select:
For each metric, to date and forecast data are provided at the group, project, and WBS levels. The values you specify in the Performance Threshold area of the My Preferences page Global tab determine which visual indicators apply to each metric. Schedule When you select Schedule, the page displays the following calculated data: Schedule to Date (Baseline Duration multiplied by Performance % Complete) minus (Baseline Duration multiplied by Schedule % Complete) Performance % Complete = Earned Value divided by BAC Schedule % Complete = Planned Value divided by BAC Labor Units to Date Earned Value Labor Units minus Actual Labor Units threshold percentage calculation = Labor Units to date divided by Earned Value Labor Units Cost to Date Earned Value — Actual Cost threshold percentage calculation = Cost to date/Earned Value Schedule at Completion Remaining Finish Date - Baseline Finish Date Labor Units at Completion BAC Labor Units - EAC Labor Units threshold percentage calculation = Labor Units at Completion/BAC Labor Units Cost at Completion BAC- EAC threshold percentage calculation = Cost at Completion/BAC Earned Value When you select Earned Value, the page displays the following calculated data: Schedule to Date (SV) Earned Value Labor Units - Planned Value Labor Units threshold percentage calculation = Schedule to Date/Planned Value Labor Units Labor Units to Date (CV) Earned Value Labor Units - Actual Labor Units threshold percentage calculation = Labor Units to Date/Earned Value Labor Units Cost to Date (CV) Earned Value - Actual Cost threshold percentage calculation = Cost to Date/Earned Value Schedule at Completion BAC*SVI SVI = SV/Planned Value Labor Units threshold percentage calculation = Schedule at Completion/BAC Labor Units at Completion BAC Labor Units*CVI threshold percentage calculation = Labor Units at Completion/BAC Labor Units Cost at Completion BAC*CVI threshold percentage calculation = Cost at Completion/BAC Index When you select Index, the page displays the following calculated data: SPI SPI = bcwp / bcws CPI CPI = bcwp / ACWP ACWP = act_equip_cost + act_expense_cost + act_work_cost TCPI TCPI = (BAC – bcwp) / (EAC – ACWP) BAC = base_equip_cost + base_expense_cost + base_work_cost EAC = (act_equip_cost + act_expense_cost + act_work_cost) + (remain_equip_cost + remain_expense_cost + remain_work_cost) ACWP = act_equip_cost + act_expense_cost + act_work_cost |
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