In Unifier, you can generate the earned value analysis graph based on the data date corresponding to a P6 Project. The graph shows the EV and Actuals data from project start date until the most recent data date, and every data date which lies in between.
You can also plot the graph based on periods.
EVA Graph (Incremental)
If you select Graph Type as "Period based" (for a particular Earned Value analysis scenario), then an additional tab for incremental graph will be displayed along with other graphs. The tab for Incremental graph will show the incremental curves for planned value, earned value, actual cost, and forecast for the filters selected in the pickers. In other words, each X-axis data point shows the consolidate data since last data point. The Y-axis displays the amount (in hundreds, thousands, millions, etc.), and the value is determined by the graph dynamically showing the best possible representation based on the data available. The maximum and minimum values are determined by the maximum or minimum values as explained above.
Pre-requisites
You must have at least one Financial Period defined under Standards & Libraries (Company Workspace > Standards & Libraries > Period Structure).
You must have selected the relevant financial period in the shell options (Shell Details > Options > Financial Period).
Once you have performed the steps above you will be able to select the Financial Period from a newly created drop down “Period” in EVA graph if they select graph type as "Period based" screen as follows:
Create
Click Create and select the Graph type.
Properties
In the Properties tab, click on the Graph Type drop-down menu and select your option:
- Data Date Based
Enables you to continue using the data date to filter projects.
- Period Based
Enables you to see the graph in Earned Value Analysis based on the financial period selected in the shell details tab (weekly, monthly, quarterly, or yearly).
EVA Graph (Cumulative, At Completion, Indices & Variance)
If you select the Graph Type as "Period based" for a particular Earned Value Analysis scenario, then:
- Except a custom financial period, the x-axis points for any period will be the period start date.
- The start point will be the earliest project start date.
- The end point will be the farthest project end date.
- For custom financial period, the start and end points are period start and end points.
- Data date drop-down menu will not appear in the graph. Instead, the Periods drop-down menu is displayed that contains the following options:
- Weekly
- Monthly
- Quarterly
- Yearly
- <Financial period name> selected in shell details tab (if applicable)
- If the graph type is Periods, then you can select multiple projects with the same or different data date. The Actual value of other projects (after the least data date among the projects) will be treated as Forecast.
- For existing users, when plotting the graph based on periods. The old financial period data is generated through using the current baseline. Unifier freezes the data for each project until the project data date. Also, the data which is being displayed in the graph will be updated according to the financial period selected. The graph shows weekly data points on x-axis, and the graph filters the project with same data date.
If you select the period type as financial period, then the data for all or filtered projects will be consolidated and plotted in the graph. Data points on the x-axis will be the period end date. The following two scenarios explain your selections:
Scenario one
If you have 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. 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 you have selected a financial period define under Standards & Libraries, then the graph will only displays the data between the first sub period and last sub period. Everything else will be filtered out of the graph.
EVA Graph (Incremental)
If you select the Graph Type as "Period based" for a particular Earned Value Analysis scenario, then an additional tab for Incremental graph is displayed along with the other graphs. A new tab for Incremental graph displays the incremental curves for planned value, earned value, actual cost, and forecast for the filters selected in the pickers. In other words, each x-axis data point displays the consolidate data since last data point. The y-axis displays the amount (in hundreds, thousands, millions, etc.), and the amount is determined by the graph dynamically to show the best possible representation based on the data available. The maximum and minimum value is determined by the maximum or minimum values as explained above.