Performance Measures and Graphs

This appendix describes the measures and graphs that are used in project performance reporting.

This appendix covers the following topics:

• Performance Measures
• Graphs in Performance Reports

Performance Measures

Oracle Projects Performance Reporting provides predefined measures for cost and profitability. All of these measures appear in the performance overview of the project. In addition, you can use these measures to create your own custom measures.

The following table describes all predefined project performance reporting measures and indicates the pages on which they are displayed. The table has the following columns:

• Measure: Indicates the name of the measure

• Description and Formula: Describes the value for the measure and includes, where applicable, the calculation used to determine values for the measure

• Project Overview: Indicates whether the measure is available on a project performance overview page

• Task or Resource: Indicates whether the measure is available when you view project performance amounts for tasks or resources

• To-Date: Indicates whether the measure is available when you view project performance amounts in a to-date view page and if available, for which specific to-date page

  For example, the Planned Value measure is available on the period-to-date and inception-to-date pages. Possible values for this column are:

  • PTD: indicates that you can view the measure on the period-to-date page

  • QTD: indicates that you can view the measure on the quarter-to-date page

  • YTD: indicates that you can view the measure on the year-to-date page

  • ITD: indicates that you can view the measure on the inception-to-date page

  • All: indicates that you can view the measure on all the to-date pages of PTD, QTD, YTD, and ITD

  • None: indicates that you cannot view the measure on any of the to-date pages

• Periodic: Indicates whether the measure is available when you view project performance amounts in a periodic view page

Values for Project Overview, Task or Resource, and Periodic columns in the tables can either be Yes or No.

Measure	Description and Formula	Project Overview	Task or Resource	To-Date	Periodic
% Complete	Actual Cost to Date / (Actual Cost to Date + ETC)	Yes	Yes	All	Yes
% Spent	Burdened Cost / Current Budget Cost	Yes	Yes	All	Yes
% Spent Effort	People Effort / Current Budget Effort	Yes	No	All	No
% Spent Equipment Effort	Equipment Effort / Current Budget Equipment Effort	Yes	Yes	All	Yes
% Spent People Effort	People Effort / Current Budget People Effort	Yes	Yes	All	Yes
Accrued Revenue	Revenue recognized in GL	Yes	Yes	All	Yes
Actual Cost	ACWP or cost-distributed burdened cost	Yes	Yes	All	No
Additional Funding	Sum of funding amounts in all the funding lines with the funding classification of Additional	Yes	Yes	All	No
Average Daily Rate	Revenue / Days [Total Actual Hours + FTE (Full Time Equivalent)]	Yes	Yes	All	No
Backlog	Total net funding since inception to date - total revenue accrued since inception to date	Yes	No	All	No
Backlog % of Total Funding	Backlog / Total Net Funding	Yes	No	All	No
Backlog Days Remaining	(Backlog / ITD Revenue) * Days since Inception-to-Date	Yes	Yes	ITD	No
Billable Cost	Total cost for all billable expenditure items in a contract project	Yes	Yes	All	Yes
Billable Cost % of Total Cost	(Billable Cost / Burdened Cost) * 100	Yes	No	All	No
Billable Equipment Effort	Total hours from distributed actual cost entered with Billable flag checked	Yes	Yes	All	Yes
Billable People Effort	Total hours from distributed timecards with Billable flag checked	Yes	Yes	All	Yes
Billable Equipment Effort %	(Billable Equipment Effort / Equipment Effort) * 100	Yes	No	All	No
Billable People Effort %	(Billable People Effort / People Effort) * 100	Yes	No	All	No
Billed Amount	Total invoiced amount interfaced to AR	Yes	No	All	No
Burden Cost	Distributed burden cost	Yes	Yes	All	No
Burdened Cost	Total distributed cost	Yes	Yes	All	Yes
Burdened Cost + Committed Cost	Burdened Cost + Total Committed Cost	Yes	Yes	All	Yes
Capital Cost % of Total Cost	Capitalizable Cost / Burdened Cost	Yes	Yes	All	Yes
Capitalizable Cost	Total cost for all expenditure items in a capital project that can be capitalized	Yes	Yes	All	Yes
Cash Paid	Value of cash receipts for the project derived from AR	Yes	No	All	No
Cost Performance Index	CPI or Earned Value / Actual Cost	Yes	Yes	ITD	No
Cost Variance	Burdened Cost - Current Budgeted Cost	Yes	Yes	All	Yes
Cost Variance %	(Burdened Cost - Current Budget) / Current Budget	Yes	Yes	All	Yes
Cost Variance from Original Budget	Burdened Cost - Original Budget	Yes	Yes	All	Yes
Credit Memos	Total value of the credit memos issued	Yes	No	All	No
Current Budget 2 Burdened Cost	Current baseline budget cost from secondary budget	Yes	Yes	All	Yes
Current Budget 2 Equipment Effort	Equipment hours entered in secondary cost budget	Yes	Yes	All	Yes
Current Budget 2 Margin	Current Budget 2 Revenue - Current Budget 2 Cost	Yes	Yes	All	Yes
Current Budget 2 Margin %	Current Budget 2 Margin / Current Budget 2 Revenue	Yes	Yes	All	Yes
Current Budget 2 People Effort	Labor hours entered in the secondary cost budget	Yes	Yes	All	Yes
Current Budget 2 Raw Cost	Current baseline budget raw cost from secondary budget	Yes	Yes	All	Yes
Current Budget 2 Revenue	Current baseline budget 2 revenue	Yes	Yes	All	Yes
Current Budget Burdened Cost	Current baseline budget cost	Yes	Yes	All	Yes
Current Budget Cost Variance from Original Budget	Current Budget Cost - Original Budget Cost	Yes	Yes	All	Yes
Current Budget Cost Variance % from Original Budget	Current Budget - Original Budget	Yes	Yes	All	Yes
Current Budget Equipment Effort	Equipment hours entered in current baseline cost budget	Yes	Yes	All	Yes
Current Budget Margin	Current Budget Revenue - Current Budget Cost	Yes	Yes	All	Yes
Current Budget Margin %	Current Budget Margin / Current Budget Revenue	Yes	Yes	All	Yes
Current Budget Margin % Variance from Original Budget	Current Budget Margin % - Original Budget Margin %	Yes	Yes	All	Yes
Current Budget Margin Variance from Original Budget	(Current Budget Margin - Original Budget Margin) / Original Budget Margin	Yes	Yes	All	Yes
Current Budget People Effort	Labor hours entered in current baseline cost budget	Yes	Yes	All	Yes
Current Budget Raw Cost	Current baseline budget raw cost	Yes	Yes	All	Yes
Current Budget Revenue	Current baseline budget revenue	Yes	Yes	All	Yes
Current Budget Revenue Variance from Original Budget	Current Budget Revenue - Original Budget Revenue	Yes	Yes	All	Yes
Current Budget Revenue Variance % from Original Budget	(Current Budget Revenue Variance - Original Budget Revenue) / Original Budget Revenue	Yes	Yes	All	Yes
Current Forecast Cost Variance from Prior Forecast	Variance between forecast burdened cost based on current forecast and the forecast burdened cost based on prior published forecast [(Current Forecast - Prior Forecast) / (Prior Forecast)]	Yes	Yes	All	No
Current Forecast Effort Variance from Prior	Current Forecast Effort - Prior Forecast Effort	Yes	No	All	No
Current Forecast Margin Variance from Prior Forecast	Variance between current forecast margin and margin based on prior published revenue and cost forecasts	Yes	Yes	All	No
Current Forecast Revenue Variance from Prior Forecast	Variance in current forecast and the prior published forecast revenue	Yes	Yes	All	No
Current Forecast to Prior Forecast Effort Variance	Current Forecast Effort - Prior Forecast Effort	Yes	No	All	No
Days Sales Outstanding	Total billed receivables / (invoiced amount / number of days in the period)	Yes	No	ITD	No
Earned Value	BCWP (Budget Cost x Physical % Complete for a task)	Yes	Yes	ITD	No
Earned Value Cost Variance	CV or Earned Value - Actual Cost	Yes	Yes	ITD	No
Earned Value Schedule Variance	SV or Earned Value - Planned Value	Yes	Yes	ITD	No
Effective Labor Multiplier	Earned Revenue / Direct Labor Cost	Yes	Yes	All	Yes
Equipment Burdened Cost	Burdened cost for equipment	Yes	Yes	All	Yes
Equipment Effort	Billable Equipment Hours + Non-billable Equipment Hours	Yes	Yes	All	Yes
Equipment Effort Variance %	(Forecast Equipment Effort - Current Equipment Effort) / Current Equipment Effort	Yes	Yes	All	Yes
ETC	Forecast Burdened Cost - Burdened Cost	Yes	Yes	ITD	Yes
ETC Equipment Effort	Estimate Equipment Hours At Complete - Total Equipment Hours	Yes	Yes	ITD	Yes
ETC People Effort	Estimate Hours At Complete - Total Labor Hours	Yes	Yes	ITD	Yes
ETC Raw Cost	ETC based on raw cost	Yes	Yes	ITD	Yes
ETC Revenue	Revenue based on ETC figure	Yes	Yes	ITD	Yes
Forecast Burdened Cost	Forecast Burdened Cost	Yes	Yes	All	Yes
Forecast Cost Variance	Forecast Burdened Cost - Current Budget Cost) / Current Budget Cost	Yes	Yes	All	Yes
Forecast Cost Variance %	(Forecast Burdened Cost - Current Budget Cost) / Current Budget Cost) * 100	Yes	Yes	All	Yes
Forecast Cost Variance from Original Budget	(Forecast Burdened Cost - Original Budget Cost) / Original Budget Cost	Yes	Yes	All	Yes
Forecast Cost Variance to Prior Forecast	Variance between forecast burdened cost based on current forecast and the forecast burdened cost based on prior published forecast [(Current Forecast - Prior Forecast) / (Prior Forecast)]	Yes	Yes	All	No
Forecast Equipment Effort	Total Equipment Hours + Forecast Equipment Hours	Yes	Yes	All	Yes
Forecast Equipment Effort Variance %	(Equipment Effort - Current Budget Equipment Effort) / Current Budget Equipment Effort	Yes	Yes	All	Yes
Forecast Margin	Forecast Revenue - Forecast Cost	Yes	Yes	All	Yes
Forecast Margin %	Forecast Margin / Forecast Revenue	Yes	Yes	All	Yes
Forecast Margin % Variance	Forecast Margin % - Current Budget Margin%	Yes	Yes	All	Yes
Forecast Margin % Variance from Original Budget	Forecast Margin % - Original Budget Margin %	Yes	Yes	All	Yes
Forecast Margin % Variance from Prior Forecast	Current Forecast Margin % - Margin % (based on prior published forecast revenue and cost)	Yes	Yes	All	No
Forecast Margin Variance	(Forecast Margin - Current Budget Margin) / Current Budget Margin	Yes	Yes	All	Yes
Forecast Margin Variance %	(Forecast Margin - Current Budget Margin) / Current Budget Margin	Yes	Yes	All	Yes
Forecast Margin Variance from Original Budget	(Forecast Margin - Original Budget Margin) / Original Budget Margin	Yes	Yes	All	Yes
Forecast People Effort	Total Labor Hours + Forecast Labor Hours	Yes	Yes	All	Yes
Forecast People Effort Variance %	(Forecast People Effort - Current People Effort) / Current People Effort	Yes	Yes	All	Yes
Forecast Revenue	Baseline forecast revenue for the entire project	Yes	Yes	All	Yes
Forecast Revenue at Risk	Forecast revenue - Total Net Funding = 0 or > 0	Yes	No	ITD	No
Forecast Revenue Variance	Forecast Revenue - Current Budget Revenue	Yes	Yes	All	Yes
Forecast Revenue Variance %	(Forecast Revenue - Current Budget Revenue) / Current Budget Revenue	Yes	Yes	All	Yes
Forecast Revenue Variance from Original Budget	(Forecast Revenue - Original Budget Revenue) / Original Budget Revenue	Yes	No	All	No
Funding Adjustments	Sum of funding amounts in all the funding lines with the funding classification of Correction or Transfer	Yes	No	All	No
Funding Cancellations	Sum of funding amounts in all the funding lines with the funding classification of Cancellation	Yes	No	All	No
Invoice Write-offs	Total value of the project invoice write-offs issued	Yes	No	All	No
Margin	Revenue - Cost	Yes	Yes	All	Yes
Margin %	Margin / Revenue	Yes	Yes	All	Yes
Margin % Variance	Actual Margin % - Current Budget Margin %	Yes	Yes	All	Yes
Margin Variance	Actual Margin - Current Budget Margin	Yes	Yes	All	Yes
Margin Variance %	(Actual Margin - Current Budget Margin) / Current Budget Margin	Yes	Yes	All	Yes
Next Invoice Date	Next invoice date derived from the billing setup	Yes	No	No	No
Nonbillable Cost	Total cost for all expenditure items in a contract project that are nonbillable	Yes	Yes	All	Yes
Nonbillable Cost % of Total Cost	(Nonbillable Cost / Burdened Cost) * 100	Yes	Yes	All	Yes
Nonbillable Equipment Effort	Total hours from distributed actual costs with Billable flag checked	Yes	Yes	All	Yes
Nonbillable People Effort	Total hours from distributed timecards with Billable flag unchecked	Yes	Yes	All	Yes
Noncapitalizable Cost	Total cost for all expenditure items in a capital project that cannot be capitalized	Yes	Yes	All	Yes
Number of Cash Applications	Number of times cash has been allocated to the project	Yes	No	All	No
Number of Invoices Issued	Number of customer invoices generated by the project. This figure can be used to calculate the average invoice value	Yes	Yes	All	No
Original Budget 2 Burdened Cost	Original baseline budget cost from secondary budget	Yes	Yes	All	Yes
Original Budget 2 Equipment Effort	Budget equipment hours based on secondary original budget	Yes	Yes	All	Yes
Original Budget 2 Margin	Original Budget 2 Revenue - Original Budget 2 Cost	Yes	Yes	All	Yes
Original Budget 2 Margin %	Original Budget 2 Margin / Original Budget 2 Revenue	Yes	Yes	All	Yes
Original Budget 2 People Effort	Budget labor hours based on secondary original budget	Yes	Yes	All	Yes
Original Budget 2 Raw Cost	Original baseline budget cost from secondary budget	Yes	No	All	No
Original Budget 2 Revenue	Original baseline budget 2 revenue	Yes	Yes	All	Yes
Original Budget Burdened Cost	Original baseline budget cost	Yes	Yes	All	Yes
Original Budget Equipment Effort	Budget equipment hours based on original baseline budget	Yes	Yes	All	Yes
Original Budget Margin	Original Budget Revenue - Original Budget Cost	Yes	Yes	All	Yes
Original Budget Margin %	Original Budget Margin / Original Budget Revenue	Yes	Yes	All	Yes
Original Budget People Effort	Budget labor hours based on original baseline budget	Yes	Yes	All	Yes
Original Budget Raw Cost	Original baseline budget cost	Yes	No	All	No
Original Budget Revenue	Original baseline budget revenue	Yes	Yes	All	Yes
Original Funding	Sum of funding amounts in all the funding lines with the funding classification of Original	Yes	Yes	All	No
Other Committed Cost	Cost from commitments other than supplier invoices, purchase orders, or purchase requisitions	Yes	Yes	ITD	Yes
Outstanding Receivables	Total invoiced amount without receipts	Yes	No	All	No
Past Due Receivables	Receivables amount due for more than the threshold number of days	Yes	No	ITD	No
People Burdened Cost	Total cost from cost-distributed timecards	Yes	Yes	All	Yes
People Effort	Billable Labor Hours + Non-billable Labor Hours	Yes	Yes	All	Yes
People Effort Variance %	(People Effort - Current Budget People Effort) / Current Budget People Effort	Yes	Yes	All	Yes
People Raw Cost	Raw cost of labor	Yes	Yes	All	Yes
Physical % Complete	Equals work done on a task (from percent complete value entered against financial plan or calculated from the workplan)	Yes	Yes	ITD	No
Planned Value	Current baseline budget cost from secondary budget (earned value or BCWS)	Yes	Yes	ITD	No
Planned Value 2	Current baseline budget cost from secondary budget (earned value or BCWS)	Yes	Yes	ITD	No
Purchase Orders Committed Cost	Total cost from purchase order commitments	Yes	Yes	All	Yes
Purchase Requisitions Committed Cost	Total cost from purchase requisition commitments	Yes	Yes	All	Yes
Raw Cost	Distributed raw cost	Yes	Yes	All	Yes
Revenue at Risk	ITD revenue - Total Net Funding = 0 or > 0	Yes	No	ITD	No
Revenue Variance	Actual Revenue - Current Budget Revenue	Yes	Yes	All	Yes
Revenue Variance %	(Actual Revenue - Current Budget Revenue) / Current Budget Revenue	Yes	Yes	All	Yes
Revenue Write-offs	Total value of the revenue write-offs issued	Yes	Yes	ITD	No
Schedule Performance Index	SPI or Earned Value / Planned Value	Yes	Yes	ITD	No
Supplier Invoices Committed Cost	Total cost from supplier invoice commitments	Yes	Yes	ITD	Yes
To Complete Performance Index	(Current Budget - Earned Value) / (Current Budget - Actual Cost)	Yes	Yes	ITD	No
Total Committed Cost	Cost from supplier invoices, purchase orders, purchase requisitions, and other commitments	Yes	Yes	ITD	Yes
Total Net Funding	Original funding + additional funding + adjustments + cancellations	Yes	No	All	No
Total Receivables Days Outstanding	(Total Billed Receivables / (Invoiced Amount / Number of Days in the period)	Yes	No	ITD	No
Unbilled Cost	Total cost of billable expenditure items not billed	No	No	No	No
Unbilled Receivables	Revenue recognized in GL for which invoice has yet to be generated and Billed flag set	Yes	No	All	No
Unearned Revenue	Billed Amount - ITD Revenue	Yes	No	All	No

Graphs in Performance Reports

Project Performance Reporting provides a set of predefined graphs that analyze cost, profit, and earned value information on a project.

You can use page personalization to add or remove graphs from any project performance report. Oracle Projects uses the following predefined graph types on project performance reporting pages:

• Line Graphs: to display cumulative amounts over time or trends

• Horizontal Bar Graphs: to display amounts and their components in a hierarchical structure

• Vertical Bar Graphs: to compare amounts and percentage

Cost Graphs

The following table describes the graphs available on analysis reports for cost and the performance measures for each graph.

Graphs	Measures Included
Actual Cost by Period	Budget cost Total cost Forecast cost
Actual Cost by Task, Resource	Budget cost Total cost Forecast cost
Actual Effort by Period	Budget people effort Total people effort Forecast people effort
Actual Effort by Task, Resource	Budget people effort Total people effort Forecast people effort
Cost Billability by Period	Billable cost Non-billable cost
Cost Billability by Task, Resource	Billable cost Non-billable cost
Cumulative Actual Cost	Budget cost Total cost Forecast cost
Cumulative Billability Cost	Billable cost Non-billable cost
Cumulative Cost at Completion	Budget cost Total cost Forecast cost
Cumulative Effort	Budget people effort Total people effort Forecast people effort
Cumulative Effort at Completion	Budget people effort Total people effort Forecast people effort
Cumulative Effort Billability	Billable people effort Non-billable people effort
Effort Billability by Period	Billable people effort Non-billable people effort
Effort Billability by Task, Resource	Billable people effort Non-billable people effort
To-Date Actual Cost	Budget cost Total cost Forecast cost
To-Date Actual Effort	Budget people effort Total people effort Forecast people effort
To-Date Billable Cost	Billable cost Non-billable cost
To-Date Billable Effort	Billable people effort Non-billable people effort

Profit Graphs

The following table describes the graphs available on analysis reports for profit and the performance measures for each graph.

Graphs	Measures Included
Cumulative Margin	Budget margin Margin Forecast margin
Cumulative Margin %	Budget margin % Margin % Forecast margin %
Cumulative Margin % at Completion	Budget margin % Margin % Forecast margin %
Cumulative Margin at Completion	Budget margin Margin Forecast margin
Cumulative Revenue	Budget revenue Revenue Forecast revenue
Cumulative Revenue at Completion	Budget revenue Revenue Forecast revenue
Margin % by Period	Budget margin % Margin % Forecast margin %
Margin % by Task, Resource	Budget margin % Margin % Forecast margin %
Margin by Period	Budget margin Margin Forecast margin
Margin by Task, Resource	Budget margin Margin Forecast margin
Revenue by Period	Budget revenue Revenue Forecast revenue
Revenue by Task, Resource	Budget revenue Revenue Forecast revenue
To-Date Margin	Budget margin Margin Forecast margin
To-Date Margin %	Budget margin % Margin % Forecast margin %
To-Date Revenue	Budget revenue Revenue Forecast revenue

Earned Value Graphs

The following table describes the graphs available on analysis reports for earned value and the performance measures for each graph.

Graphs	Measures Included
% Spent and % Complete	% Spent % Complete
Cumulative Earned Value Variances	Schedule variance Cost variance Total cost (actual cost of work performed)
Cumulative Planned Value, Earned Value and Actual Cost	Planned value (budgeted cost of work scheduled) Earned value (budgeted cost of work performed) Burdened cost (actual cost of work performed)
Schedule and Cost Performance by Task	Earned value schedule variance Earned value cost variance