The Earned Value Analysis log lists the earned value analysis. To access the Earned Value Analysis log, go to the shell (User mode), click to expand the Earned Value Manager module, and click Earned Value Analysis.
Note: The location may differ in your implementation based on the Project/Shell User Mode Navigator configuration.
You can use the Earned Value Analysis log to:
- See a list of analysis.
- Review the following information (on the right-hand pane of the log) about a selected analysis:
- Preview
- General
- Properties
- Schedule
- History
The Earned Value Analysis log has the following toolbar options:
- Create (see below for details)
- Data Refresh
Use this option to manually update the summarized values retrieved from the shell activity sheet. The values in the scenario are not updated automatically if there are changes in the associated activity sheet.
- Delete
Use this option to delete the analysis.
The Earned Value Analysis log has the following columns:
- Name
- Description
- Activity Sheet
- Cost Sheet Column
- Graph Type
- Performance Measurement Technique
- Created By
- Created Date
- Last Refreshed
- Last Modified
The Earned Value Analysis log lists the analysis and each analysis has a gear menu (
) that can be used to:
- Open
To open and view the select EVA.
- Open Grid Indicators
To open the Grid Performance Indicators window and color-code the grid values corresponding to the variances and indexes. Depending on the options that you have selected, you can define the range to color-code Project, WBS, or CBS performances. The settings will be applied to all of the sheets in the log. Currently, there is only one EVA sheet and color-code settings apply only to the existing sheet.
This option is available to all users who have the Create permission.
The Grid Performance Indicator window has the following toolbar options:
- Add: To add a new color indicator.
- Find on page
- Save
- Cancel
The Grid Performance Indicator window has the following columns:
Error (indicator labeled with an x icon)
- No.
- EV Metrics: This is a value selected for the Select Metrics drop-down field. It allows you to select the metrics that you want to color-code. There are no restrictions on the number of scenarios that you can create. The following options are available when you double-click in the cell and activate the drop-down field:
- Schedule Variance
- Cost Variance
- Variance at Completion
- Cost Performance Index
- Schedule Performance Index
- Index
- Cost Schedule Index
- TCPI (EAC)
- TCPI (BAC)
- Condition: This enables you to select the following conditions or values for users who can create criteria for color-coding (double-click in the cell to activate the drop-down field):
- equals
- greater than
- greater than or equals
- less than
- less than or equals
- between
To prevent overlapping of conditions or values, the following priority order is used:
Equals will override any other defined condition.
Between will override any other defined condition, except equals.
In case of less than and less than or equals, the lower value will override the higher value.
In case of greater than and greater than or equals, the higher value will override the lower value.
In case of conflict between a value which comes under less than/less than or equals and greater than or greater than or equals, Unifier displays the message: Overlap in the conditions defined.
- Text box: This field (Value 1 and Value 2) can be a single text box or two text boxes (condition = between), depending on the condition selected.
- Color: This is a drop-down field that allows you to select the color corresponding to the criteria that you have created. The following are the values (double-click in the cell to activate the drop-down field):
- Black
- Red
- Purple
- Orange
- Yellow
- Green
- Blue
The gear menu (
) option Delete enables you to delete the color indicators.
- Open Performance % Completion
To open and view the historical performance percentage completion values of a project activities against data dates. Unifier uses the values to calculate earned value metrics.
- Delete
To delete the analysis.
The Earned Value Analysis log displays the analysis properties on the right-hand pane within the following tabs:
- Preview
- General
- Properties
- Schedule
- History
Tip: Click the expand icon, in the right pane, to better view the tab details.
The following explains each tab in details.