This topic provides additional information about the formulas used to calculate the performance status metrics shown on the Portfolio Performance Status page. The Portfolio Performance Status page displays summarized schedule and cost or labor unit data based on one of three performance metrics you select:
- Schedule
- Earned Value (SV and CV)
- Index (SPI, CPI, and TCPI)
For each metric, to date and forecast data are provided at the group, project, and WBS levels. The values you specify in the Performance Threshold area of the My Preferences page Global tab determine which visual indicators apply to each metric.
Schedule
When you select Schedule, the page displays the following calculated data:
Schedule to Date
(Baseline Duration multiplied by Performance % Complete) minus (Baseline Duration multiplied by Schedule % Complete)
Performance % Complete = Earned Value divided by BAC
Schedule % Complete = Planned Value divided by BAC
Labor Units to Date
Earned Value Labor Units minus Actual Labor Units
threshold percentage calculation = Labor Units to date divided by Earned Value Labor Units
Cost to Date
Earned Value — Actual Cost
threshold percentage calculation = Cost to date/Earned Value
Schedule at Completion
Remaining Finish Date - Baseline Finish Date
Labor Units at Completion
BAC Labor Units - EAC Labor Units
threshold percentage calculation = Labor Units at Completion/BAC Labor Units
Cost at Completion
BAC- EAC
threshold percentage calculation = Cost at Completion/BAC
Earned Value
When you select Earned Value, the page displays the following calculated data:
Schedule to Date (SV)
Earned Value Labor Units - Planned Value Labor Units
threshold percentage calculation = Schedule to Date/Planned Value Labor Units
Labor Units to Date (CV)
Earned Value Labor Units - Actual Labor Units
threshold percentage calculation = Labor Units to Date/Earned Value Labor Units
Cost to Date (CV)
Earned Value - Actual Cost
threshold percentage calculation = Cost to Date/Earned Value
Schedule at Completion
BAC*SVI
SVI = SV/Planned Value Labor Units
threshold percentage calculation = Schedule at Completion/BAC
Labor Units at Completion
BAC Labor Units*CVI
threshold percentage calculation = Labor Units at Completion/BAC Labor Units
Cost at Completion
BAC*CVI
threshold percentage calculation = Cost at Completion/BAC
Index
When you select Index, the page displays the following calculated data:
SPI
SPI = bcwp / bcws
CPI
CPI = bcwp / ACWP
ACWP = act_equip_cost + act_expense_cost + act_work_cost
TCPI
TCPI = (BAC – bcwp) / (EAC – ACWP)
BAC = base_equip_cost + base_expense_cost + base_work_cost
EAC = (act_equip_cost + act_expense_cost + act_work_cost) + (remain_equip_cost + remain_expense_cost + remain_work_cost)
ACWP = act_equip_cost + act_expense_cost + act_work_cost