Define earned value settings

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Define earned value settings

The behavior of the Settings tab depends upon the level you selected on the General tab.

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If you selected Summary, you can add detail EV sheets to the summary EV sheet. This allows you to compare data such as baselines from multiple detail-level earned value sheets.

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If you selected Detail, you can add a cost curve from a cost sheet or a schedule sheet to an EV sheet.

To add a detail schedule sheet to the Summary EV sheet

On the Settings tab, click Add. The Earned Value log opens and displays all the available detail-level EV sheets.

Highlight the sheet(s) you want to add to the summary sheet.

Click Open.

Click OK

To add a cost curve to an EV sheet

On the Settings tab, click Add. The Select a Type window opens.

Click the Type pull-down and select the curve to add.

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BCWS: Budgeted Cost of Work Scheduled. If you choose this, you must specify where the budget comes from.

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BCWP: Budgeted Cost of Work Performed. If you choose this, Primavera Unifier identifies the progress source (if you are using the Schedule Manager as a source).

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ACWP: Actual Cost of Work Performed. This is independent of source. If you choose this, you must specify the cash flow curve or cost sheet column.

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EAC: Estimate at Completion.(Available when the source is the Schedule Manager) If you choose this, you must include cost and start/finish information from the schedule manager.

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Custom: If you choose this, you will have to specify curve parameters in a Properties window. (See the descriptions below for details.)

Click OK. The entry will be added to the Settings tab of the earned value Properties window.

Note: Adding settings will update the earned value sheet. This can take a few moments. The Last Update column on the earned value log will display an In Progress message while the sheet is being updated, and the sheet will not be accessible until the update is complete.

BCWS (Source = Cost Sheet)

If you choose BCWS as the Type, and your Source is Cost Sheet, then you will define BCWS based on a cash flow curve.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is BCWS
Budget	Click the pull-down. Select a cash flow curve defined in the Cash Flow module. The choices will include only those curves with the same Time Scale setting as that selected on the General tab of the EV sheet.

BCWS (Source = Schedule Manager)

If you choose BCWS as the Type, and your Source is Schedule Manager, Sheet, then you will define BCWS based on a one or more schedule sheets.

In this field

Do this

Name

Name must be unique

Description

Enter an optional description

Type

Type is BCWS

Budget

You can add any number of active schedule sheets from the project or shell.

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To add schedule sheets: Click the Add button. The Schedule Sheet picker opens. The list displays all active schedule sheets in the Schedule Manager for this project or shell. Select one or more sheets and click Open.

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To remove a schedule sheet from the list: Select the sheet(s) to be deleted from the Budget list, and click the Remove button.

BCWP: (Source = Cost Sheet)

When the source is cost sheet, define BCWP based on a percent (%) column from the project/shell cost sheet.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is BCWP
Progress	Click the pull-down. The list displays columns on the project/shell cost sheet that are percent (%) columns.

BCWP: (Source = Schedule Manager)

When source is schedule manager, define BCWP based on activity and resource progress captured in a schedule sheet.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is BCWP
Progress	There is one option: Activity and Resource Progress.

ACWP (Source = Cost Sheet or Schedule Manager)

The setup is the same when the source is cost sheet or schedule manager. You can define ACWP based on a cash flow curve or a cost sheet column.

In this field

Do this

Name

Name must be unique

Description

Enter an optional description

Type

Type is ACWP

Source

Choose one of the following:

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Cash Flow Curve: The pull-down displays the cash flow curves in the project/shell that have the same granularity as defined for this EV sheet.

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Cost Sheet Column: The pull-down displays cost sheet columns that have actual cost data derived from cost business processes, including formula columns that include business records in the formula.

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You can also specify a cut-off date, which will be used to filter data retrieved from the column selected.

EAC (Source = Schedule Manager)

Estimate at Completion (EAC) is available when the source is Schedule Manager. When you import schedule activities from an external source, such as Primavera P6, Primavera Unifier needs to determine the spread for the EAC curve. By selecting Import Distribution data from external source in the Default Budget and Progress Method Setup window, Activity Budget Distribution Profile block, Primavera Unifier will use a linear distribution profile to generate the EAC curve.

In this field

Do this

Name

Name must be unique

Description

Enter an optional description

Type

Type is EAC

Start Point

Choose the following (from the schedule manager activity attribute form):

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Cost: Choose a data element that has been associated with the starting cost of the forecast.

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Schedule: Choose the start date element from the schedule manager that is associated with your forecast information (e.g., Forecast Start Date). This date will be used if the calculation if the activity has not yet started. Once the activity starts, the calculation will default to the “progress as of date” if provided, or the actual start date.

End Point

Choose the following (from the schedule manager activity attribute form):

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Cost: Choose a data element that can provide estimated completion cost value.

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Schedule: Choose the finish date element from the schedule manager that is associated with your forecast information (e.g., Forecast Finish Date).

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