Earned Value Project Management
---A Tutorial--PART II - Implementation with Primavera
presented by
Don McNatty
D. R. McNatty & Associates
Agenda
 Basis of EV and Performance
Reporting in P3 and SureTrak
 Methods for capturing and storing
data
 Methods for calculating and
applying CPI and SPI
 Example Reports and how they are
created
Basis of EV and Performance
Reporting in P3 and SureTrak
 Stores current period and to-date
 P3 can calculate BCWP/BCWS on
target 1
 EV Pct is Input - basis and
calculation come from out side P3
except for LOE
 ETC/EAC can be calculated with
Global Change
Methods for capturing
and storing data
 Hammocks to store “non-schedule”
scope
 Custom data items to store past period
data and report “trends”
 Target 2 (or 1) to capture “performance
baseline”
 Must use a “performance baseline” when the
“Approved Baseline” doesn’t reflect scope.
 Code Fields to store alpa/numeric data
USING HAMMOCKS TO CAPTURE SUMMARY ACTUALS
A100
Resource
B
A100-01
Resource
A C D
A100-02
Resource
A C D
A100-03
Resource
ETC
(B+D)
EAC
0
0
340
0
100
0
0
250
0
63
187
187
0
150
0
0
150
150
33
500
340
163
337
677
A
B
BUDGET
ACTUAL
37
0
340
A100-01 100
100
A100-02
25
A100-03
TOTAL
Resource
A100
Pct
C
D
EARNED
A C D
Method
Import Actuals
Status Pct
Status Pct, GC ETC
Roll-up on Code Value
Methods for calculating
and applying CPI/SPI
 Linked spreadsheets to document
earned value calculations
 Set the autocost rules to preserve, not
destroy
 Global Change to calculate and store
CPI/SPI
 Global Change to calculate EAC and
ETC based on performance
 Arithmetic window in custom reports
Example reports and
how they are created
 Graphs based on P3 Reports
 P3 Standard Reports
 SureTrak Standard Reports
 P3 Custom Reports
 P3 Graphics
 SureTrak Graphics
Graphs based on P3
reports
 Bubble Reports
 Deliverables
 Performance




Cost Status by Category
Design Support Services Perfomance
Performance Summary by Discipline
Discipline Progress toward milestone
PROJECT STATUS REPORT (EARNED VALUE)
EARNED VALUE - MAN HOURS
PROBLEM
OK (at present)
CONCERN
COMPLETE
EARNED VALUE - COST
PROJECT TIME REMAINING
AT COMPL PERFORMANCE
D0301 XXXXXXXXXXXXXXX STATION & TUNNELS
PAGE 1
D0321 BIG CITY STATION
D0322 PEDESTRIAN UNDERPASS @ STATION
COMPLETED LATE AND
OVER BUDGET
D0326 CITY ROAD/RESTORATION/LANDSCAPE
D0352 N. XXXXXXXXXXX SITEWORK
D1610 TRACKWORK INSTALLATION
V620 AUTOMATIC TRAIN CONTROL (D.F.I.)
V710 ESCALATORS/ELEVATORS
-------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates
PRIMAVERA PROJECT PLANNER
SAMPLE PROJECT USING EARNED
REPORT DATE 10AUG97 RUN NO. 1359
XXXXXXXXXXXX TRANSPORTATION AUTHORITY
START DATE 01JUN92 FIN DAT
15:26
RW-G1 BUBBLE CHART - PERF
DATA DATE 31MAY97 PAGE NO
-------------------------------------------------------------------------------------------------------------------------ACTIVITY
DESCRIPTION
TOTAL PCT
HOURS COST
MHOUR
COST
TIME
ID
FLOAT COMPL
CPI
CPI
PERF
PERF
LEFT
---------- ------------------------------------------------ ----- ----- - ------ ------ - -------- - -------- - -------- C0301
D0301 XXXXXXXXXXXXXXXXXX STATION-TUNNELS
-12
60 %
1.00
1.06 |
GREEN |
GREEN |
RED |
C0321
D0321 BIG CITY STATION
0
61 %
0.96
0.96 |
YELLOW |
YELLOW |
GREEN |
C0322
D0322 PEDESTRIAN UNDERPASS @ STA.
100 %
0.45
0.51 |
RED |
RED |
BLUE |
C0326
D0326 CITY ROAD/RESTORATION/LANDSCAPE
0
0 %
0.00
0.00 |
|
|
GREEN |
C0352
D0352 N. XXXXXXXXX SITEWORK
0
0 %
0.00
0.00 |
|
|
GREEN |
C1610
D1610 TRACKWORK INSTALLATION
0
10 %
0.69
0.74 |
RED |
RED |
GREEN |
Graphic report based on P3 Custom Report Data
Activity description
Budgeted
Cost
Cost
to Date
Cost to
Complete
Cost
Variance
+ 11F FACILITIES
8,893,420
6,994,104
1,899,357
-41
4,398,210
2,468,304
2,578,946
-649,040
2,593,503
2,276,535
299,493
17,475
935,329
886,000
339,148
-289,819
3,398,849
3,643,019
0
-244,170
354,740
211,898
314,369
-171,527
6,951,189
5,220,677
1,366,304
364,208
+ 12S SYSTEMS
GRAPH DATA
BASED ON P3
LAYOUT
+ 15C PROJECT CONTROL
+ 16A PROJECT ADMINISTRATION
+ 2SD SECTION DESIGNER
+ 3SS SPECIALTY SUB CONSULTANT
+ 4OD OTHER DIRECT COSTS
$ 9 ,0 0 0
$ 8 ,0 0 0
Project Start
Project Finish
06/01/92
06/30/00
NF75
Data Date
05/31/97
Run Date
08/10/97
© Primavera Systems, Inc.
Sheet 1 of 1
Date
D. R. McNatty & Associates
Reision
Checked Approved
C:\P3WIN\P3OUT\COST
$ 7 ,0 0 0
$ 6 ,0 0 0
$ 5 ,0 0 0
$ 4 ,0 0 0
$ 3 ,0 0 0
$ 2 ,0 0 0
$ 1 ,0 0 0
$0
F a c i l i ti e s
PAGE 3
S ys te m s
P ro j
C o n tr o l
P ro j
Ad m in
Se c
D e si g n e r
C o st C a te g o r y
S p e c i a l i ty
O D C 's
PAGE 4
14000
12000
10000
Hours by Function
8000
6000
4000
2000
0
Log-ins
Shop Dwgs
Rfi's
Changes
As-Builts
Budget
1400
6236
13070
6394
3594
To Date
500
0
13126
4547
30
Performance/Utilization by Function
120
100
80
60
40
20
0
Const Time
Log-ins
Shop Dwgs
Rfi's
Changes
As-Builts
Total
Budget
100
100
100
100
100
100
100
To Date
34
36
0
101
71
1
59
P3 Custom Report
--------------------------------------------------------------------------------------------------------------------Report: RW-C3
XXXXX XXXXXX SEGX - NORTH XXXXXXXXXX EXTENSION
REPORT DATE 11AUG97
Project Name: NF75
DATA DATE 31MAY97
DESIGN SERVICES DURING CONSTRUCTION
PAGE NO.
1
--------------------------------------------------------------------------------------------------------------------|
LOG INS
| SHOP
DRWGS | RFI
Etc.
| CHANGE NOTICE | AS BUILTS |
TO TAL
º
CONTRACT
|
|
|
|
|
|
º
| Budget Actual | Budget Actual | Budget Actual | Budget Actual | Budget Actal | Budget Actual º
------------------- - ------ ------ - ------ ------ - ------ ------ - ------ ------ - ------ ------ - ------ ------ ARCHITECTURAL
0
20
0
0
2280
1421
1215
473
0
0
3495
1914
CIVIL
600
430
0
0
2164
89
1131
363
0
0
3895
882
ELECTRICAL
0
0
0
0
2462
1436
1186
1259
0
0
3648
2695
FACILITIES-GENERAL
800
50
6236
0
0
0
0
0
0
0
7036
50
MECHANICAL
0
0
0
0
2240
1349
1090
649
0
0
3330
1998
SYSTEMWIDE INTERFACE
0
0
0
0
496
1
0
0
3594
30
4090
31
STRUCTURAL
0
0
0
0
2528
8313
1222
1431
0
0
3750
9744
TRACK WORK
0
0
0
0
100
0
50
0
0
0
150
0
UTILITIES
0
0
0
0
800
517
500
337
0
0
1300
854
= ====== ====== = ====== ====== = ====== ====== = ====== ====== = ====== ====== = ====== ====== =
1400
500
6236
0
13070 13126
6394
4547
3594
30
30694 181378
Performance Summary by Contract Unit
Based on data from P3 report G3
J900
PAGE 6
J800
H7002
H700
Earned
D600
Actual
D500
Planned
D400
C300
A200
A100
0
20
40
60
80
Percent Complete
100
120
Performance Summary by Contract Unit (Report G3)
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates
PRIMAVERA PROJECT PLASAMPLE
PROJECT USING EARNED VALUE
REPORT DATE 10AUG97 RUN NO. 1360
XXXXXXXXXXXXXXXXXXXXXXXXXXXXX AUTHORITY
01JUN92 FIN DATE 30JUN00
16:44
RW-G3 PERF SUMMARY BY CONTRACT
DATA DATE 31MAY97 PAGE NO.
1
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------DESCRIPTION
EARLY
EARLY
BUDGET
SCHEDULED PLANNED
EARNED
EARNED
HOURS
PCT HRS
HOURS AT
HRS AT
START
FINISH
HOURS
HOURS
HRS PCT
HOURS
HRS PCT
& TO DATE
TO DATE
& COMPLETION CMP PCT
------------------------------------------------ -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- FACILITIES
D0301
D0321
D0326
D0352
D1610
V710
V740
V000
V000
POLLYWOOD/LOWLAND STATION-TUNNELS
ORANGE CITY STATION
ORANGE CITY ROAD/RESTORATION/LANDSCAPE
POLYLWOOD SITEWORK
TRACKWORK INSTALLATION
ESCALATORS/ELEVATORS
VENTILATION EQUIPMENT
ENGINEERING SUPPORT
FACILITIES DIVISION
01JAN93A
01SEP92A
02JUN97
13JAN95
24JUN96A
19MAY97A
03MAR97A
01JUL92A
01JUL94A
-------01JUL92A
19JUL99
20104
14062
69.95 %
17246
85.78 %
18511
92.08 %
24673
122.73 %
31MAY00
49388
40609
82.22 %
42507
86.07 %
49449
100.12 %
60443
122.38 %
04JUN99
967
0
0.00 %
0
0.00 %
0
0.00 %
0
0.00 %
05MAY99
560
0
0.00 %
0
0.00 %
0
0.00 %
560
100.00 %
30JUN00
2432
1094
44.98 %
1120
46.05 %
1614
66.37 %
4922
202.38 %
03JAN00
686
7
1.02 %
0
0.00 %
1
0.15 %
875
127.55 %
30DEC99
130
5
3.85 %
0
0.00 %
35
26.92 %
500
384.62 %
30JUN98
8768
6833
77.93 %
6990
79.72 %
2818
32.14 %
4578
52.21 %
30JUN00
53440
38114
71.32 %
37855
70.84 %
37563
70.29 %
43977
82.29 %
-------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- 30JUN00
136475
100724
73.80 %
105718
77.46 %
109991
80.59 %
140528
102.97 %
05FEB96A
01JUL92A
-------01JUL92A
20JUN00
9901
672
6.79 %
672
6.79 %
627
6.33 %
9848
99.46 %
30JUN00
57701
35581
61.66 %
35581
61.66 %
39624
68.67 %
66986
116.09 %
-------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- 30JUN00
67602
36253
53.63 %
36253
53.63 %
40251
59.54 %
76834
113.66 %
SYSTEMS
B620
S000
AUTOMATIC TRAIN CONTROL (D.F.I.)
SYSTEMS DIVISION
PROJECT CONTROL
P000
PROJECT CONTROL
01JUN92A 31DEC98
39818
38372
96.37 %
38367
96.36 %
38163
95.84 %
43138
108.34 %
-------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- 01JUN92A 31DEC98
39818
38372
96.37 %
38367
96.36 %
38163
95.84 %
43138
108.34 %
PROJECT ADMINISTRATION
A000
PROJECT ADMINISTRATION
01JUL92A 30JUN00
14437
11614
80.45 %
11614
80.45 %
12799
88.65 %
19091
132.24 %
-------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- 01JUL92A 30JUN00
14437
11614
80.45 %
11614
80.45 %
12799
88.65 %
19091
132.24 %
SECTION DESIGNER
D0301
D0321
D0322
D0326
POLLYWOOD/LOWWLAND STATION-TUNNELS
ORANGE CITY STATION
PEDESTRIAN UNDERPASS @ IRVINE STA.
ORANGE CITY ROAD/RESTORATION/LANDSCAPE
PAGE 7
01FEB93A
01MAY94A
01SEP92A
02JUN97
-------01SEP92A
14MAR94A
1183
1183
100.00 %
1183
100.00 %
0
0.00 %
0
0.00 %
01DEC95A
5085
5085
100.00 %
5085
100.00 %
0
0.00 %
0
0.00 %
28APR95A
19200
19200
100.00 %
19200
100.00 %
42969
223.80 %
42969
223.80 %
27MAY98
13200
0
0.00 %
0
0.00 %
0
0.00 %
0
0.00 %
-------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- 27MAY98
38668
25468
65.86 %
25468
65.86 %
42969
111.12 %
42969
111.12 %
======== ======== ========== ========== ========== = ========== ========== = ========== ========== = ========== ========== =
01MAY92A 30JUN00
297000
212431
71.53 %
217420
73.21 %
244173
82.21 %
322560
108.61 %
Planned
Earned
Actual
At Compl
PAGE 8
Each Discipline provided a target percent complete for their
work at the 60% submittal - earned value is measured based
on earning rules developed with the baseline
D0502 Little China Station & Line Segment
80
60
Percent
40
Complete
20
0
ARCH
CIVIL
ELEC
MECH
ROW STRUC UTILS
SYS
Earned Value
71
60
45
45
45
60
55
55
Baseline Schedule
72
68
52
67
65
70
55
70
Discipline Progress Toward In-Progress Design Submittal
The purpose of this report is to demonstrate to the
client that all disciplines are ready for the submittal
P3 & SureTrak
Standard Reports
 Earned Value Report - Resources
 Earned Value Report - Costs
 Earned Value Report - SureTrak
P3 Resource Earned Value Report
----------------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates
PRIMAVERA PROJECT PLANNER
SAMPLE PROJECT USING EARNED VALUE
REPORT DATE
10AUG97 RUN NO.13621
EARNED VALUE REPORT - QUANTITY
START DATE 1JUN92 FIN DATE 30JUN00
20:24
RE-01 Resource Earned Value Report
DATA DATE 31MAY97
PAGE NO.
1
----------------------------------------------------------------------------------------------------------------------------------COST
PCT ..........CUMULATIVE TO DATE.......... ........VARIANCE......... ......AT COMPLETION......
ACCOUNT
RESOURCE ACTIVITY ID CMP
ACWP
BCWP
BCWS
COST
SCHEDULE
BUDGET
ESTIMATE
------------ -------- ----------- ----- ------------ ------------ ------------ ------------ ------------ ------------ -----------A1F*
- FACILITIES
A1FFA
KQ-ACTUALS
.0
31000
0
0
-31000
0
0
31000
A1FRI
KQ-ACTUALS
.0
0
0
0
0
0
0
0
A1FSF
KQ-ACTUALS
.0
3000
0
0
-3000
0
0
3000
A1FUT
KQ-ACTUALS
.0
1000
0
0
-1000
0
0
1000
L A1FAR
JH-7FBB055 100.0
341
550
358
209
192
550
579
L A1FAR
JH-7FBC131 100.0
777
1000
658
223
342
1000
977
L A1FAR
JH-7FBE055 100.0
428
550
550
122
0
550
428
L A1FAR
JH-7FZZ601
56.0
70
45
45
-25
0
80
110
L A1FAR
JH-7HAB304 100.0
151
151
151
0
0
151
151
L A1FAR
JP-6ADP990 100.0
6704
8063
8063
1359
0
8063
6704
L A1FAR
JP-6AZZ135 100.0
358
410
410
52
0
410
358
PAGE 9
L
L
L
L
L
L
L
L
L
L
L
L
L
L
L
L
A1FEL
A1FEL
A1FEL
A1FEL
A1FEL
A1FEL
A1FST
A1FST
A1FST
A1FST
A1FST
A1FST
A1FST
A1FST
A1FST
A1FTR
JP-6ADP990
JP-6AZZ135
JP-7FBB086
JP-7FBC134
JP-7FBE105
JP-7FBE106
JH-7FBB055
JH-7FBC131
JH-7FBE055
JH-7FZZ190
JH-7FZZ601
JH-7HAB304
JP-6ADP990
JP-7FBC134
JP-7FBE105
KA-6TDP496
100.0
6840
5044
5044
-1796
0
5044
6840
100.0
84
80
80
-4
0
80
84
75.2
355
451
276
96
175
600
955
70.0
317
840
513
523
327
1200
861
100.0
309
309
309
0
0
309
309
41.9
230
122
122
-108
0
291
338
100.0
743
550
358
-193
192
550
1180
100.0
4354
1200
790
-3154
410
1200
6329
100.0
807
550
550
-257
0
550
807
20.0
0
18
19
18
-1
90
90
56.0
94
112
112
18
0
200
174
100.0
119
119
119
0
0
119
119
100.0
11915
11237
11237
-678
0
11237
11915
70.0
3959
840
513
-3119
327
1200
6909
100.0
295
295
295
0
0
295
295
100.0
1207
888
888
-319
0
888
1207
----- ------------ ------------ ------------ ------------ ------------ ------------ -----------A1F*
TOTAL
77.2
105466
100096
95673
-5370
4423
129641
134456
===================================================================================================================================
P3 Cost Earned Value Report
----------------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates
PRIMAVERA PROJECT PLANNER
SAMPLE PROJECT USING EARNED VALUE
REPORT DATE
10AUG97 RUN NO.13622
21:00
CE-01 Cost Earned Value Report
EARNED VALUE REPORT - COST
START DATE
1JUN92
DATA DATE
31MAY97
FIN DATE 30JUN00
PAGE NO.
1
----------------------------------------------------------------------------------------------------------------------------------COST
PCT ..........CUMULATIVE TO DATE.......... ........VARIANCE......... ......AT COMPLETION......
ACCOUNT
RESOURCE ACTIVITY ID CMP
ACWP
BCWP
BCWS
COST
SCHEDULE
BUDGET
ESTIMATE
------------ -------- ----------- ----- ------------ ------------ ------------ ------------ ------------ ------------ ------------
PAGE 10
A1F*
- FACILITIES
L
L
L
L
L
L
L
L
L
L
L
L
L
L
A1FAR
A1FAR
A1FAR
A1FAR
A1FAR
A1FAR
A1FAR
A1FAR
A1FAR
A1FAR
A1FFA
A1FFA
A1FFA
A1FRI
JH-7FBB055
JH-7FBC131
JH-7FBE055
JP-6ADP990
JP-6AZZ135
JP-6AZZ191
JP-6AZZ251
JP-7FBB086
JP-7FBC134
JP-7FBE105
KQ-C3AA095
KQ-C3AA096
KQ-C3AA097
KQ-6JAJ095
L
L
L
L
L
L
L
L
L
L
L
L
L
L
A1FRI
A1FRI
A1FST
A1FST
A1FST
A1FST
A1FST
A1FST
A1FST
A1FUT
A1FUT
A1FUT
A1FUT
A1FUT
KQ-6JAJ096
KQ-6JAJ097
JH-6CZZ103
JH-7FBB055
JH-7FBC131
JP-6ADP990
JP-7FBB086
JP-7FBC134
JP-7FBE105
JH-7FBE055
JP-7UAA112
JU-7UAA115
KA-7A7A627
KQ-CWACE15
100.0
100.0
100.0
100.0
100.0
100.0
100.0
75.2
70.0
100.0
100.0
100.0
91.7
100.0
18265
37780
24399
344661
17585
10000
4000
9086
40624
15370
200000
200000
150000
75000
35809
65107
35809
522351
24495
11790
4640
29376
54690
15422
208276
200203
146990
75003
23297
42857
35809
522351
24495
11790
4640
39064
33390
15422
208276
200203
146989
75003
17544
27327
11410
177690
6910
1790
640
20290
14066
52
8276
203
-3010
3
12512
22250
0
0
0
0
0
-9688
21300
0
0
0
1
0
35809
65107
35809
522351
24495
11790
4640
39064
78128
15422
208276
200203
160294
75003
33259
50380
24399
344661
17585
10000
4000
9086
53476
15370
200000
200000
150000
75000
100.0
75000
88480
88480
13480
0
88480
75000
91.7
80000
89197
89196
9197
0
97270
80000
100.0
43165
29725
29725
-13440
0
29725
43165
100.0
47933
35809
23297
-12124
12512
35809
77212
100.0
285829
78128
51428
-207701
26700
78128
418154
100.0
727808
731866
731866
4058
0
731866
727808
75.2
55864
29376
17990
-26488
11386
39064
114355
70.0
300159
54690
33390
-245469
21300
78128
497809
100.0
20458
20458
20458
0
0
20458
20458
100.0
28808
22787
22787
-6021
0
22787
28808
32.3
984
14721
18164
13737
-3443
45575
33189
25.6
3390
11667
25089
8277
-13421
45575
34854
15.0
0
975
637
975
338
6500
5700
100.0
8174
8174
8174
0
0
8174
8174
----- ------------ ------------ ------------ ------------ ------------ ------------ -----------A1F*
TOTAL
77.1
6475722
6481369
6196457
5647
284912
8410343
8274726
===================================================================================================================================
PAGE 11
P3 Custom Reports
 Resource Performance by Workpackage
 Cost/Schedule Performance
 Baseline and Change Orders
 Resource Performance Summary
 CPI Trend Report
PAGE 12
----------------------------------------------------------------------------------------------------------------------------- ----------------------------------------D. R. McNatty & Associates
PRIMAVERA PROJECT PLANNER
SAMPLE PROJECT USING EARNED VALUE
REPORT DATE 10AUG97
XXXXXXXXXXXXXX TRANSPORTATION AUTHORITY
PLANNED
EARNED
ACTUALS
RW-G4 PERF SUMMARY BY Category
PAGE NO. 1
----------------------------------------------------------------------------------------------------------------------------- ----------------------------------------DESCRIPTION
EARLY
EARLY
BUDGET SCHEDULED
PLANNED
EARNED
EARNED
HOURS
PCT HRS
HOURS AT
HRS AT
START
FINISH
HOURS
HOURS
HRS PCT
HOURS
HRS PCT
TO DATE
TO DATE
COMPLETION
CMP PCT
----------------------------------------- -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- FACILITIES
01JUL92A 30JUN00
136475
100724
73.80 %
105718
77.46 %
10 9991
80.59 %
140528
102.97 %
SYSTEMS
01JUL92A 30JUN00
67602
36253
53.63 %
36253
53.63 %
4 0251
59.54 %
76834
113.66 %
PROJECT CONTROL
01JUN92A 31DEC98
39818
38372
96.37 %
38367
96.36 %
3 8163
95.84 %
43138
108.34 %
PROJECT ADMINISTRATION
01JUL92A 30JUN00
14437
11614
80.45 %
11614
80.45 %
1 2799
88.65 %
19091
132.24 %
SECTION DESIGNER
01SEP92A 27MAY98
38668
25468
65.86 %
25468
65.86 %
4 2969
111.12 %
42969
111.12 %
======== ======== ========== ========== ========== = ========== ========== = ========= = ========== = ========== ========== =
01MAY92A 30JUN00
297000
212431
71.53 %
217420
73.21 %
24417 3
82.21 %
322560
108.61 %
PAGE 14
CPI/SPI TREND GRAPH
12 0
10 0
80
60
40
20
SPI
0
May J u n J u l Au g Sep Oct Nov Dec J an Feb Mar Apr May J u n J u l Au g Sep
SP I 1 0 0 7 0
85
91
95
97
98
95
93
91
91
92
91
92
92
93
94
CP I 1 0 0 1 2 4 9 3
87
85
82
80
78
75
71
72
72
75
74
72
70
68
SPI
CPI
PAGE 15
P3 & SureTrak Graphics
 Performance Layout - P3
 Performance Layout - SureTrak
 Performance Curves - P3
Performance Layout - P3
1992
+ FACILITIES
+ 11F
1993
1994
1995
1996
1997
1998
1999
2000
+ SYSTEMS
+ 12S
+ PROJECT
+ 15C
CONTROL
++
PROJECT
16A
ADMINISTRATION
+ SECTION
+ 2SD
DESIGNER
++
SPECIALTY
3SS
SUB CONSULTANT
++
OTHER
4OD DIRECT COSTS
x 100000
x 1000000
32
60
28
50
24
40
PAGE 16
20
16
30
12
20
8
10
4
1992
1993
1994
1995
1996
1997
1998
1999
2000
Resource/Cost Profile Legend
Current Estimate
Earned Value
Planned
Project Start
Project Finish
Data Date
Run Date
© Primavera Systems, Inc.
06/01/92
06/30/00
05/31/97
09/04/97
Early Bar
Progress Bar
Critical Activity
Detail scale (left):
X 100000
Cumulative scale (right): X 1000000
NF75
Sheet 1 of 1
ENGINEERING CONSULTANT
Date
Revision
D:\DATA\EVPRES\PRIMA
Checked
Approved
Performance Layout - SureTrak
PAGE 17
Performance Curves - P3
EST TO COMPLETE
100
90
PLANNED
80
ACTUAL EXPENDED
EARNED TO DATE
70
CREATE TARGET 2 FROM CURRENT
PERCENT
60
50
40
30
20
10
RUN GLOBAL CHANGE TO SET ACTUALS = TO EARNED
0
JUN NOV APR SEP
1992
1993
Pr oject Start
Pr oject Finish
Data Date
Plot Date
1JUN92
30JUN00
31MAY97
11AUG97
FEB JUL
1994
Schedule dates
Target 1 dates as of: 30MAR97
Target 2 Dates as of: 31MAY97
DEC MAY OCT
1995
MAR AUG JAN JUN
1996
1997
FEB JUL
1999
DEC MAY
2000
Sheet 1 of 1
Date
RC-Q1 PERFORMANCE CURVE # 1
(c) Pr imaver a Systems, Inc.
NOV APR SEP
1998
Revision
Checked
Approved
Summary
 Understand what Earned Value is and how
you can apply it to your project
 Performance Measurement must be based
on an accurate budget
 Use performance indices to provide
perspective to your forecasts
 Define Earned Value at lowest budget level
 Measure and report performance at a level
where responsibility can be recognized
 Communicate performance creatively