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Create an earned value sheet

You can create as many earned value sheets as you need. They can be based on the cost sheet or a schedule sheet in the project or shell. If based on a schedule sheet, you can create a summary EV sheet to compare data, such as baselines, from multiple schedule sheets. You can create earned value sheets individually or by copying existing ones.

To create an earned value sheet

1 Open a project or shell and click Cost Manager > Earned Value in the left Navigator.
2 Click the New button. The earned value Properties window opens.

3 Use the information in the following table to complete the General tab.

In this field

Do this

Name

Name the earned value sheet.

Description

Enter an optional description. This description is searchable from the earned value sheet log.

Level

This option defines the level of the EV sheet as either “detail” or “summary.”

• Use Detail for cost sheets or individual schedule sheets
• Use Summary to compare values, such as baselines, from multiple earned value sheets

Source

This option determines the source of the data used to calculate earned value. If the level is summary, then the source will automatically be Schedule Manager.

• Cost Sheet: The data source will be the project/shell cost sheet and cash flow curves.
• Schedule Sheet: The source of the calculations comes from schedule sheets. You can choose from any schedule sheet in the project or shell.

Time Scale

This setting determines the granularity of EV data that will be calculated based on source data.

• By: The choices are Year, Quarter, Month and Week.
• Format: Choose the format. The choices are determined by the By setting chosen.
4 Click Apply.

Once you click Apply, the Settings tab becomes available; however, the Source, Level, and Timescale fields on the General tab will no longer be editable.

5 Click the Settings tab. The Settings window opens.

This tab behaves differently, depending on the level you selected.

• If you selected Detail level, you can add the components (such as BCWP, BCWS, ACWP, and custom curves) that will be used to calculate earned value.
• If you selected Summary level, you can choose the schedule sheets for the EV sheet.

Details about defining these settings are in Define earned value settings .

6 Click OK.

 

 

 

 

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