Overview
Use this portlet to view Schedule Performance Index (SPI), Cost Performance Index (CPI), and To Complete Performance Index (TCPI) calculations. SPI indicates whether you are meeting earned and planned values within your schedule; CPI indicates whether you have spent money over the budget to date; TCPI enables you to determine the level of performance needed to achieve the cost or time objectives. Status indicators help you gauge whether these index values are within an acceptable range or whether you will need to take corrective action, based on thresholds you define.
Screen Elements
Legend
Key to performance threshold indicators. Use these visual indicators to quickly scan values based on thresholds you define:
Critical: Indicates that a WBS, project, or portfolio requires significant corrective action.
Warning: Indicates that a WBS, project, or portfolio needs attention and is performing below expectations.
Acceptable: Indicates that a WBS, project, or portfolio is performing within an expected range.
Exceptional: Indicates that a WBS, project, or portfolio is exceeding expectations.
Projects list
The available projects. Selecting a project allows the user to view the index performance for each project and WBS within the project.
Schedule Performance Index field
A measure of the work accomplished as a percentage of the work scheduled.
Schedule Performance Index (SPI) indicates whether you are meeting earned and planned values within your schedule. You can set performance thresholds for SPI calculated values to determine whether you need to take corrective action.
Calculated as Earned Value of Cost or Quantity divided by Planned Value of Cost or Quantity.
The variance percentage is calculated as Earned Value divided by Planned Value.
Cost Performance Index (CPI) field
A measure of the value of work accomplished as a percentage of the actual costs of a project.
Cost Performance Index (CPI) indicates whether you have spent money over the budget to date.
On the My Preferences page, you can set performance thresholds for CPI calculated values to determine whether you need to take corrective action.
Calculated as Earned Value Cost divided by Actual Cost. A value less than 1 indicates that the actual cost has exceeded the planned value.
To Complete Performance Index field
A measure of the value of the project work that is remaining.
To Complete Performance Index (TCPI) is essentially a ratio of the remaining work to the remaining funds. It helps determine the level of performance that must be achieved on the remaining work to meet recognized business goals, such as the Budget at Completion (BAC) or the Estimate at Completion (EAC).
You can set performance thresholds for calculated TCPI values to display visual indicators that help you determine whether you need to take corrective action.
Calculated as (BAC minus Earned Value) divided by (EAC minus Actual Units or Cost). Where BAC equals Base Equipment Cost plus Base Expense Cost plus Base Work Cost plus Base Material Cost; EAC equals (Actual Equipment Cost plus Actual Expense Cost plus Actual Work Cost plus Actual Material Cost) plus (Remaining Equipment Cost plus Remaining Expense Cost plus Remaining Work Cost plus Remaining Material Cost); Actual Cost equals Actual Equipment Cost plus Actual Expense Cost plus Actual Work Cost plus Actual Material Cost.
Tips
- The Index Performance portlet calculates and displays data in cost or labor units based on the option selected on the Global tab in My Preferences.
- You can click a project name in the portlet to display the Index details page or the associated project; the page displayed depends on your module access.
- On the Dashboards page, if a dashboard's Filter by option is set to a portfolio or project code, the portlet lists each project included in the portfolio or project code filter and displays each project's index performance data.
Getting Here
- Click Dashboards.
- On the Dashboards page, select a dashboard.
- On the dashboard, expand the Index Performance portlet.