Creating an Earned Value Analysis Report

Click Create in the Earned Value Analysis Reports log window to open the Earned Value Analysis Report window.

  1. In the Name field, enter a descriptive name.
  2. In the Description field, enter description.
  3. From the Earned Value Analysis Scenario field, select a scenario. The drop-down menu lists all of the earned value scenarios that have been defined in the project. You can select one scenario, only. Also:
    • For format1 to format3, the cost-based earned value scenarios are available to select.
    • For format4 you can select a unit-based earned value scenario.
  4. From the Report Template field, select a template from the drop-down lists all of available templates:
    1. CONTRACT PERFORMANCE REPORT - FORMAT 1 (Based on WBS)

      Format 1 defines cost and schedule performance data by product-oriented Work Breakdown Structure (WBS).

    2. CONTRACT PERFORMANCE REPORT - FORMAT 2 (Based on OBS)

      Format 2 defines cost and schedule performance data by the contractor's organizational structure.

    3. CONTRACT PERFORMANCE REPORT - FORMAT 3 (Baseline Changes)

      Format 3 defines changes to the Performance Measurement.

      Baseline (PMB).

    4. CONTRACT PERFORMANCE REPORT - FORMAT 4 (Staffing Forecasts)
    5. Format 4 provides staffing forecasts for correlation with the budget plans, cost, and schedule estimates.
    6. CONTRACT PERFORMANCE REPORT - FORMAT 5 (Analysis report)

      Format 5 is a narrative report used to provide the required analysis of data contained in Formats 1-4

  5. If you want to include additional parameters in your report, click to select the Set Parameters field and proceed to select additional parameters from the options provided. When you select a period type, Unifier displays the last 10 periods, starting from the current period, for you to select.
  6. When finished, click one of these options:
    1. Create to create the report and run it later.
    2. Create & Run Report to create the report and run it immediately after.

      Note: The staffing numbers are rounded to the closest decimal; however, the total is calculated per actual value (the numbers before being rounded).


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Last Published Tuesday, April 27, 2021