Index Performance Portlet of the Workspace Page

Overview

Use this portlet to view the schedule performance index (SPI), cost performance index (CPI), and to complete performance index (TCPI) calculations. Use the status indicators to 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.

Screen Elements

Legend

Key to performance threshold indicators. Use these visual indicators to quickly scan values based on thresholds you define:

  • "" Critical: Indicates that a WBS, project, or portfolio requires significant corrective action.
  • "" Warning: Indicates that a WBS, project, or portfolio needs attention and is performing below expectations.
  • "" Acceptable: Indicates that a WBS, project, or portfolio is performing within an expected range.
  • "" Exceptional: Indicates that a WBS, project, or portfolio is exceeding expectations.

Schedule Performance Index (SPI) field

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.

Calculated as: Earned Value of Cost or Quantity divided by Planned Value of Cost or Quantity

The variance percentage is calculated as: Earned Value divided by Planned Value.

Cost Performance Index (CPI) field

A measure of the value of work accomplished as a percentage of the actual costs of a project.

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.

Calculated as: Earned Value divided by Actual Cost

Where: Actual Cost equals actual equipment cost plus actual expense cost plus actual work cost plus actual material cost

The variance percentage is calculated as: Earned Value divided by Actual Cost.

To Complete Performance Index (TCPI) field

A measure of the value of the project work that is remaining. TCPI is essentially a ratio of the remaining work to the remaining funds. It helps determine the level of performance that must be achieved on the remaining work to meet recognized business goals, such as the Budget at Completion (BAC) or the Estimate at Completion (EAC).

You can set performance thresholds for calculated TCPI values to display visual indicators that help you determine whether you need to take corrective action.

Calculated as: (BAC minus Earned Value) divided by (EAC minus Actual Cost or Units)

Where: BAC equals base equipment cost plus base expense cost plus base work cost plus base material cost; EAC equals (actual equipment cost plus actual expense cost plus actual work cost plus actual material cost) plus (remaining equipment cost plus remaining expense cost plus remaining work cost plus remaining material cost); Actual Cost equals actual equipment cost plus actual expense cost plus actual work cost plus actual material cost

Tips

The Index Performance portlet data is derived from your choice of cost or labor units. Make this selection in the Project Performance section of the Workspace Details page.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Index Performance portlet.

Related Topics

Project Performance Section of the Content Tab of the Customize Workspace Page

Customizing Project Workspace

About Project Performance Metrics

About Cost Performance Index (CPI)

About Schedule Performance Index (SPI)

About To-Complete Performance Index (TCPI)


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