Like the Preview tab in the log, the Cumulative tab displays an upper graph and a bottom summarized table in the Cumulative Values and Indices section. It shows data as of the last Data Date.
Note: All other tabs display a graph only.
As you move the cursor across the curves in the graph, a flagged indicator displays the curves, dates and values at the selected point in a curve. The indicator is color-coded for specific curves as per the legend. The tool-tips provide the expanded form of acronyms. The last data date is represented by a vertical blue bar. If available, data dates preceding the last data date are displayed. After the last data date, weekly intervals are indicated along the X-axis for the duration of a year.
The zoom control is enabled by using the mouse wheel; values on X- and Y-axes remain static. You can also drag the zoomed area along the X-axis; the X-axis intervals remain constant.
The Cumulative Values and Indices section toolbar has Export, Find on Page, and a toggle Expand or Collapse buttons. While the columns present values for earned value metrics and derivatives, the rows list the projects for the selected data date in separate rows.
Depending on the selection that you have made in the filter, the grid that is displayed follows theses scenarios:
Scenario One:
If you select Project with CBS filter:
The Summary (filtered) shows the actuals in the activity sheet that corresponds to the P6 project and the CBS selected from the filter.
The Summary (P6) displays the actuals that corresponds to CBS across all the P6 projects (from the activity sheet) until the Data Date that has been set or selected in the filter.
The Summary (Unifier & P6) displays consolidated amount from actuals (summary p6) and the sum of cost sheet actuals for CBS corresponding to the column selected during the EV creation until the data date selected in the filter.
Scenario Two:
If you select Project with WBS filter:
No additional summary row.
Period based graph
EVA Graph (Cumulative, At Completion, Indices & Variance)
If a user selects Graph Type as "Period based" for a particular Earned Value analysis scenario then:
The data date drop-down does not appear in the graph. Instead, a new drop-down is displayed (Periods) with the following options:
- Weekly
- Monthly
- Quarterly
- Yearly
- <Financial period name> selected in shell details tab (if applicable)
If the graph type is Periods, you can select multiple projects with same or different data date. Any Actual value of other projects, after the least data date among the projects, will be presented as Forecast.
For the existing users, when plotting the graph based on periods, the old financial period data, using the current baseline, is displayed.
Note: The data for each project is locked until the project data date.
Also, the data which is being displayed in the graph will be updated according to the financial period that is selected.
Note: The graph shows weekly data points on x-axis and filters the project with same data date.
If you have selected the period type as financial period, then the data for all, or filtered, projects will be consolidated and plotted in the graph. The Data points on the x-axis will be the period end date.
The following two scenarios explain the results of your selections:
Scenario One:
If the user selected weekly, monthly, quarterly, or yearly from the drop-down, then the start date of the first sub period will be the least project start date across all projects. The last sub period will be determined based on the last data date across all projects. In other words, the end date of last sub period should be greater than the last data date across all projects.
Scenario Two:
If the user has selected a financial period defined under Standards & Libraries, then the graph will only display the data between the first sub period and the last sub period. Everything else will be filtered out of the graph.