Earned progress is a quantitative measurement to indicate how much has been earned on an activity over its duration. Earned progress can be represented by amount, quantity and a percentage value.
Earned progress is based on the progress entered on an activity. Activities can earn progress in when progress is entered, or by % of activity budget, when the activity is started and earn remaining the remaining percentage when that activity completes.
Primavera Unifier allows you to accumulate and calculate earned progress for an activity as well as resources assigned to an activity:
| • | Earned Progress is calculated at activity level and each resource assigned to that activity. |
| • | Earned Progress calculated under a schedule sheet for activity and assigned resources is used later in the Earned Value module (in the Cost Manager) to calculate Budgeted Cost of Work Performed (BCWP). |
| • | Earned Progress calculated at the activity level is used when BCWP needs to be represented by the cost. |
| • | Earned Progress calculated at resource assignment level is used when BCWP is represented by a unit of measure (for example, Hours). |
To select the % earned calculation method for activities at the schedule sheet level
| 1 | Open a schedule sheet. |
| 2 | Choose File > Budget and Progress Setup > Schedule Sheet. |
| 3 | Under the Default % Earned Calculation Method section, choose an option. This option will apply to all activities in the schedule sheet, unless it is overridden by the selection of a different option for an individual activity. |
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Use this Calculation Method |
To do this: |
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Manual activity % earned and resource % earned |
Enter earned progress of activity and resource independent of each other. Entering Activity earned progress will not update resource earned progress and entering resource earned progress will not update activity earned progress. |
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Manual activity % earned - updates resource % earned |
You can select this option only if Manual activity % earned and resource % earned is selected. Allows you to enter earned progress of an activity and resource earned progress will be updated automatically. |
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Resource updates Activity - weighted average of resource costs
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Enter earned progress for each resource independently. Activity earned progress will be read-only and will be automatically calculated based on weighted resource cost.
Following formula will be used.
(Sum of Resource Cost * Resource Earned Progress / Total Activity Work Hours) * 100
All resources will be considered in this calculation including hard booked resources. |
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Update Activity and all resources on activity start and finish % earned on Actual Start and Actual Finish
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Allow the system to calculate earned progress based on actual start and finish of the activity
If you select this option, earned progress is calculated based on Update Activity and all resources on activity start and finish of the activity. Primavera Unifier will automatically calculate earned progress for activity and assigned resources when actual start and finish dates are entered. |
To select the % earned calculation method for activities at the activity level
| 1 | Open a schedule sheet. |
| 2 | Choose File > Budget and Progress Setup > Activity. |
| 3 | Under the % Earned Calculation Method section, choose an option. This option will apply specifically to the selected activity, and will override any default entry method set up at the schedule sheet level. The behavior of these % Earned Calculation Method options at the activity level is the same as the default options at the schedule sheet level. The exception is Lead resource updates Activity and other resources, described in the next step. |
| 4 | Under the activity level, you can select Lead resource updates Activity and other resources, and choose resources (including hard booked) that are assigned to the activity on the Resource tab. This option allows you to select a resource as a key quantity or a Leader. If you select this option and a resource from the drop down menu, then you can enter progress on only that resource. |
For example:
Assume that there is an activity with Resource 1 and Resource 2, with the Earned Progress at 0%:
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Resource |
Work Hours |
% Complete |
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Resource 1 |
200 |
0 |
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Resource 2 |
500 |
0 (read-only) |
For a further example, assume that Resource 1 is the key quantity or Leader, with the Earned Progress at 30%:
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Resource |
Work Hours |
% Complete |
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Resource 1 |
200 |
30 |
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Resource 2 |
500 |
30 (read-only) |
You can change the Lead resource updates Activity and other resources drop down menu selection until there is progress or earned progress entries for the activity or resource. After progress or earned progress data is entered, the Budget and Progress Method Setup for the activity is disabled and you cannot delete the resource selected as Leader. If you find that you must change the settings for the activity, you must delete the activity and start over with new data and settings.
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.