WORK PERFORMANCE REPORT
Project Name/Number:
Prepared by:
Date:
Customer/End User Group:
Contact Name:
Project Type (S/M/L):
Business Unit:
Project Manager:
Project Sponsor:
The performance reporting process involves the periodic collection and analysis of baseline versus actual data to understand and communicate the project
progress and performance as well as to forecast the project results.1
PERFORMANCE ANALYSIS
Responsible Task Manager
Completes
Project Manager Completes
Cost/Schedule Data
WBS
Task
Percent
Complet
e
Weeks
to
Compl
ete
Expens
e
$/Week
Planned
Value (PV)
Earned
Value
(EV)
Actual Cost
(AC)
Cost Performance
Cost
Variance
(CV)
Cost
Variance
Percenta
ge (CVP)
Cost
Performan
ce Index
(CPI)
Schedule Performance
Schedule
Variance
($) (SV)
Schedule
Variance
Percenta
ge (SVP)
Schedule
Performa
nce
Index
(SPI)
1
A Guide to the Project Management Body of Knowledge (PMBOK® Guide) Fiftth Edition. This content is copyrighted material of, and owned by, the Project Management Institute, Inc.
(PMI), copyright 2013. This content has been reproduced with the permission of PMI. Unauthorized reproduction of this material is strictly prohibited.
©2013 UPMM™ templates are owned and copyrighted by International Institute for Learning, Inc. (IIL). Templates are used with the permission of IIL.
1
Responsible Task Manager
Completes
Project Manager Completes
Cost/Schedule Data
WBS
Task
Percent
Complet
e
Weeks
to
Compl
ete
Expens
e
$/Week
Planned
Value (PV)
Earned
Value
(EV)
Actual Cost
(AC)
Cost Performance
Cost
Variance
(CV)
Cost
Variance
Percenta
ge (CVP)
Cost
Performan
ce Index
(CPI)
Schedule Performance
Schedule
Variance
($) (SV)
Schedule
Variance
Percenta
ge (SVP)
Schedule
Performa
nce
Index
(SPI)
Totals
Estimate at Completion
(EAC):
Task Manager:
Budget at Completion
(BAC):
Project Manager:
©2013 UPMM™ templates are owned and copyrighted by International Institute for Learning, Inc. (IIL). Templates are used with the permission of IIL.
2
Responsible Task Manager
Completes
Project Manager Completes
Cost/Schedule Data
WBS
Task
Percent
Complet
e
Weeks
to
Compl
ete
Variance at Completion
(VAC):
Expens
e
$/Week
Planned
Value (PV)
Earned
Value
(EV)
Actual Cost
(AC)
Cost Performance
Cost
Variance
(CV)
Cost
Variance
Percenta
ge (CVP)
Project Office Use
Only:
Cost
Performan
ce Index
(CPI)
Schedule Performance
Schedule
Variance
($) (SV)
Schedule
Variance
Percenta
ge (SVP)
Schedule
Performa
nce
Index
(SPI)
Date:
Time:
Analysis and Discussion
In the space provided below, discuss the current cost and schedule variances and the effects of those variances on the project baseline. Use the revised EAC to
show the impact of current variance on total estimated project budget and project completion date.
©2013 UPMM™ templates are owned and copyrighted by International Institute for Learning, Inc. (IIL). Templates are used with the permission of IIL.
3