View Earned Value Metrics
Earned value fields on the Activities page provide a variety of metrics for measuring current project performance against the project's earned value baseline. Add earned value fields to the table as columns so that their values can be displayed at the project, WBS, and activity levels. For a full breakdown of the fields used for earned value management, see Understanding Earned Value Fields.
Before you can view the most up-to-date earned value metrics, you should do each of the following:
- Schedule the project to ensure all dates, durations, and units are updated. Fields such as Schedule Percent Complete and Performance Percent Complete will be used in earned value calculations.
- Recalculate costs to ensure all earned value fields are updated. While many earned value fields are automatically recalculated, fields such as Budget At Completion and Schedule Percent Complete must be manually recalculated using the Recalculated Costs service.
- Configure the earned value baseline so that earned value fields can reference baseline values in their calculations.
To view earned value metrics:
- Navigate to the Activities page
- In the object selector, select a project or program.
- In the sidebar, hover over Schedule, and select Activities.
- Select the Open Column Selector icon in the column header or the Settings icon in the page toolbar.
- In the column dropdown or Manage Views panel, on the Columns tab, choose from the following fields, separated by category, used in earned value calculations:
- Earned Value: All of the fields in this category are used for earned value. You may choose to include all fields in a single view or create multiple views for different purposes, such as one view for cost fields and another for labor unit fields.
- Financial: Actual Total Cost
- Percentages: Performance Percent Complete, Schedule Percent Complete
- Units: Actual Labor Units
- All changes made to this page are saved automatically.
Tips
- If baselines do not exist for the project, all earned value calculations will equal 0.
- Schedule health checks use the baseline that is set as the Earned Value baseline for consistency with costs and earned value calculations.
- All fields in the Earned Value category are read-only.
- View the activity usage histogram to see certain earned value metrics in a time-phased view of activity usage.
- At the program level, each project uses its designated earned value baseline to calculate earned value.
- When working in the current schedule, a baseline, or a scenario, all earned value calculations will use the data of the schedule, baseline, or scenario that is open.
- Activities in the current schedule that do not exist in the earned value baseline, such as copied activities and activities added after the baseline was set, do not have earned value data. However, copied activities may maintain Estimate To Complete and Estimate At Completion values, as these fields represent your remaining work and your at completion value in the current schedule. You can add activities to the earned value baseline if you have the necessary privileges.
Last Published Tuesday, May 21, 2024