Depending on the level you have selected, 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 earned value from a schedule sheet.
If you selected Summary level, you can choose the schedule sheets for the EV sheet from a schedule sheet.

Adding Detail Schedule Sheet to Summary EV Sheet

To add a detail schedule sheet to the Summary EV sheet:

On the Settings tab, click Add. The Earned Value log opens and displays all the available detail-level EV sheets.
Highlight the sheet(s) you want to add to the summary sheet.
Click Open.
Click OK.

Adding Cost Curve to an EV Sheet

To add a cost curve to an EV sheet:

On the Settings tab, click Add. The Select a Type window opens.
Click the Type drop-down list, and select the curve to add.
- BCWS: Budgeted Cost of Work Scheduled.
  If you choose this option, you must specify where the budget comes from.
- BCWP: Budgeted Cost of Work Performed.
  If you choose this option, Unifier identifies the progress source (if you are using the Schedule Manager as a source).
- ACWP: Actual Cost of Work Performed.
  If you choose this option, you must specify the cost sheet column.
- Custom
  If you choose this option, you will have to specify curve parameters in a Properties window. See the next section, Creating Custom EV Curves for details.
- EAC: Estimate at Completion. (Available when the source is the Schedule Manager)
  If you choose this option, you must include cost and start/finish information from the schedule manager.
Click OK. The entry will be added to the Settings tab of the earned value Properties window.
Note: Adding settings updates the earned value (EV) sheet. This can take a few moments. The Last Update column on the earned value log displays an "In Progress" message while the sheet is being updated. The EV sheet will not be accessible until the update is complete.

BCWS: Source = Cost Sheet

If you choose BCWS as the Type, and your Source is Cost Sheet, then you will define BCWS based on a cash flow curve.

Note: If you want to retain the data from previous curve, retain the values of Spread, Budge, and Apply Form.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is BCWS
Budget	Shell Schedule Type = Duration Based This drop-down list enables you to: Select a Cash Flow curve that must be used as basis to draw the BCWS curve. The system lists all of the family curves (Detail Level = CBS). Select a Cash Flow curve in the Cash Flow module. The curve is used as a basis for drawing the BCWS curve. All family curves (Detail Level = CBS), from the Project or Shell, appear in the list. You can select any Cash Flow curve that you prefer (Example: Earned Value curve family). The Cash Flow curve receives data from a P6 Summary Sheet. The choices are curves with the same Time Scale settings as the curves selected on the General tab of the EV sheet. Shell Schedule Type = Resource Loaded or Cost Loaded This drop-down list enables you to select the P6 Summary Sheet that contains the data needed to draw the BCWS curve, directly.
Curve	Shell Schedule Type = Duration Based The Curve drop-down list enables you to select one Cash Flow curve from Baseline or Custom type curves within the selected family. By default, this drop-down list is disabled (greyed out), but if you select a family Cash Flow curve from the Budget, then the Curve drop-down list is enabled and Required.
Spread	Note: The following applies when the Shell Schedule Type = Resource Loaded or Cost Loaded. Select the relevant cost spread from a P6 Summary Sheet.
Apply From	Note: The following applies when the Shell Schedule Type = Resource Loaded or Cost Loaded. Select the date that you want to pull the spread data from P6 Summary Sheet

BCWS: Source = Schedule Manager

If you choose BCWS (Budgeted Cost of Work Scheduled) as the Type, and your Source is Schedule Manager Sheet, then you define BCWS based on one or more schedule sheets.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is BCWS
Budget	You can add any number of active schedule sheets from the project or shell. To add schedule sheets, click Add. The Schedule Sheet picker opens. The list displays all active schedule sheets in the Schedule Manager for this project or shell. Select one or more schedule sheets and click Open. To remove a schedule sheet from the list: Select the schedule sheets that you want to delete from the Budget list and click Remove.

BCWP: Source = Cost Sheet

When the source is cost sheet, define BCWP based on a percent (%) column from the Project or Shell cost sheet.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is BCWP
Progress	Note: The following applies when the Shell Schedule Type = Duration Based. Click the Progress drop-down list to display the columns on the Project or Shell cost sheet that are percent (%) columns. In addition to the percent (%) columns, you can select P6 Schedule. If you select P6 Schedule from the drop-down list, then the system uses the following to calculate the Progress Spread that is used for drawing the BCWP curve: % Complete is per CBS, from the master P6 Schedule Summary Sheet BAC is per CBS, from the BCWS curve The Progress Spread is maintained in Unifier as data is integrated into Unifier from P6. Note: You must define a BCWS curve type before creating a BCWP curve. Unifier processes the data acquired from the master P6 Schedule Summary Sheet % Complete to calculate the Progress Amount for each Data Date. Note: Data Date is a property in each P6 Summary Sheet. The system updates the Date each time data is integrated into Unifier from P6. Unifier calculates the Progress Amount each time the master P6 Summary Sheet data is updated, via P6, and Unifier maintains a Progress Spread by data date. Note: The following applies when the Shell Schedule Type = Resource Loaded or Cost Loaded. In addition to % columns from Cost Sheet, the Spread drop-down lists all P6 Summary Sheets.
Spread	Note: The following applies when the Shell Schedule Type = Resource Loaded or Cost Loaded. Select the Cost (Cost Spread) that you want to use to draw the BCWP curve. Use the Spread drop-down list to select the Cost spread that must be used to draw the BCWP curve. By default, this drop-down list is disabled (greyed out), but if you select a P6 Summary Sheet from the Progress drop-down list, then the Spread drop-down list is enabled and Required. (Dataset: Actual Cost)

BCWP: Source = Schedule Manager

If you choose BCWP (Budgeted Cost of Work Performed) as the Type, and your Source is Schedule Manager Sheet, then you define BCWP based on progress (activity and resource) captured in a schedule sheet.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is BCWP
Progress	There is one option: Activity and Resource Progress.

ACWP: Source = Cost Sheet or Schedule Manager

If you choose ACWP as the Type, the setup is the same when the Source is Cost Sheet or the Schedule Manager Sheet. You can define ACWP based on Cash Flow Curve or Cost Sheet Column.

The ACWP curve is drawn to scale per data from selected Cash Flow curve.

In this field	Do this
Name	Name must be unique
Description	Enter an optional description
Type	Type is ACWP
Source	Choose one of the following: Cash Flow and Curve The drop-down list displays all ‘Actual' or ‘Custom’ type curves within the selected family, in the Project or Shell, that have the same granularity as defined for the current EV sheet. Cost Sheet Column The drop-down list displays cost sheet columns that have actual cost data derived from cost business processes, including formula columns that include business records in the formula. Cut-off Date You can also specify a cut-off date, which will be used to filter data retrieved from the column selected.

Custom

See the next section, Creating Custom EV Curves for details.

EAC: Source = Cost Sheet

EAC (Estimate at Completion) is available when the source is Cost Sheet.

When you import schedule activities from an external source, such as Primavera P6, Unifier needs to determine the spread for the EAC curve. By selecting Import Distribution data (from external source in the Default Budget and Progress Method Setup window, Activity Budget Distribution Profile block), Unifier will use a linear distribution profile to generate the EAC curve.

The EAC curve is drawn to scale per data from selected Cash Flow curve.

Note: You can use At Completion data from P6 Summary sheets to draw EAC curves.

In this field	Do this
Name	Determine the name of the curve. Name must be unique.
Description	Enter an optional description
Type	Type is EAC
EAC	Schedule Type = Duration Based Lists all Cash Flow family curves from the Shell where the EAC curve has been created. Schedule Type = Resource Loaded or Cost Loaded Select the source for the EAC curve. A list of all P6 Summary Sheets included in the Project or Shell is displayed.
Curve	Enabled once you select a Cash Flow family curve from the EAC drop-down list. The Dataset includes Forecast or Custom type curves from the select family curves.
Spread	Select the Cost (Cost Spread) that you want to use to draw the EAC curve, per timescale on the curve (month, year, quarter, and week).

EAC: Source = Schedule Manager

EAC (Estimate at Completion) is available when the source is Schedule Manager.

If you choose EAC as the Type, and your Source is Schedule Manager Sheet, then you define EAC based on a start and end point..