You can create an Earned Value (EV) sheet individually, or by copying an existing EV sheet, and as many as you need.
In a Project or Shell, the EV sheet can be based on a:
- Schedule Sheet
or
- Cost Sheet
Note: When an EV sheet is based on a schedule sheet, you can create a summary EV sheet to compare data (such as baselines) from multiple schedule sheets.
To create an earned value (EV) sheet:
- Open a project or shell and click Cost Manager > Earned Value in the left Navigator.
- Click the New button. The earned value Properties window opens.
- Use the information in the table below to complete the General tab.
- Click Apply. Once you click Apply, the Settings tab becomes available; however, the Source, Level, and Timescale fields on the General tab will no longer be editable.
- Click the Settings tab. The Settings window opens.
Depending on the level you have selected in the General tab, the Settings tab displays different options:
- If you selected Detail level, you can add the components (such as BCWP, BCWS, ACWP, Custom, and EAC curves) that will be used to calculate the earned value from a Schedule Sheet or a a Cost Sheet.
- If you selected Summary level, you can choose the schedule sheets for the EV sheet from a schedule sheet.
Details about defining these settings are in Defining EV Settings .
- Click OK.
In this field | Do this |
|---|---|
Name | Name the earned value sheet. |
Description | Enter an optional description. This description is searchable from the earned value sheet log. |
Level | This option defines the level of the EV sheet as either "detail" or "summary."
|
Source | This option determines the source of the data used to calculate earned value. The source of the calculations comes from schedule sheets. You can choose from any schedule sheet in the project or shell. |
Time Scale | This setting determines the granularity of EV data that will be calculated based on source data.
|