You can create custom curves to generate other earned value calculations such as forecast or EAC. You must create a BCWS (Budgeted Cost of Work Scheduled) entry before you can create a custom curve. This is applicable when the source is either Cost Sheet or Schedule Manager.
This following sections describe:
- Custom Curves (Source = Schedule Manager)
- Custom Curves: Source Details
Follow the procedure Defining EV Settings as the Type.
Custom Curves (Source = Cost Sheet or Schedule Manager)
Use the information in the following table to complete the fields for Custom Curves:
In this field | Do this |
---|---|
Name | Name must be unique |
Description | Enter an optional description |
Type | Type is Custom |
Curve Properties | This determines the shape of the curve that will be generated. Choose one of following options:
|
Start Point | This determines the start point of the curve. You define the starting value (Data), and when the curve should start (Schedule). Data: Choose an option:
Schedule: Choose an option:
|
End Point | This determines of the end point of the curve. You define the end value (Data) and when the curve should end (Schedule). Data: Choose an option:
Schedule: Choose an option:
|
Source Details | This allows you to enter any manual information required to generate the curve. Click Details. The Source Details window opens. The Source Details window is based on the other options selected in the Properties window. See the following section for more information about the Source Details. |
Custom Curves: Source Details
Data displayed on the window is based on several options chosen during setup of the sheet:
- The source chosen on the General tab (Cost Sheet or Schedule Sheet)
Cost Sheet: All CBS Codes on the Cost Sheet are listed.
Schedule Manager: Depending on which schedule sheets are selected for BCWS calculation, and whether any schedule sheet is linked to a work package, the CBS codes may be filtered by the CBS codes on the work package.
- The budget option selected for BCWS entry.
- Options selected on the custom entry.
Fields on this sheet may be editable depending on the options you chose in the Properties window.
Note: When you click Details, on the Properties window, the system saves the curve even if you click Cancel to exit the Properties window.
Column | Description |
---|---|
CBS Code | All CBS codes on the project/shell cost sheet are displayed, with one exception: If the schedule sheet(s) in the BCWS entry are associated with work packages, rather than the cost sheet, then only those CBS codes within those work packages will be displayed here. If at least one schedule sheet in the BCWS entry is associated with the cost sheet, then this window displays all cost sheet CBS codes. |
CBS Item | The item, as defined on the cost sheet, displays for each code. |
Cost | The details presented in this column depends on what you select in the Properties window for End Point, on the Custom Curves Details window: Data
Cost Sheet The data that is in the column for each CBS code displays here. Schedule Each activity on the schedule sheet can be associated with one or more CBS codes, and distributed based on % entered there. |
Start | The details presented in this column depends on what you select in the Properties window for Start Point, on the Custom Curves Details window:
|
Finish | The details presented in this column depends on what you select in the Properties window for the End Point Schedule, on the Custom Curves Details window:
|
To enter data in the Source Details window:
- Open the custom curve Source Details window:
For the earned value sheet, open the EV Properties window, Settings tab. Select a custom curve and click Modify, or create a new custom curve. In the custom curve Properties window, click the Details button.
- Depending on the options defined in the custom curve Properties window, the Cost, Start and/or Finish Date fields may be editable across the CBS codes. Add this information as needed.
- Start is the starting date of the curve.
- End is the end date of the curve.
- If you enter a value in the Cost column, the value automatically appears in the last column of the incremental view of the worksheet for the custom curve. You can then open the worksheet and distribute this cost amount across the other columns (and the other time periods) in the worksheet. (See View and work with worksheets.)
To import cost data into the Source Details window:
- Open the custom curve Source Details window:
For the earned value sheet, open the Properties window, Settings tab. Select a custom curve and click Modify, or create a new custom curve. In the custom curve Properties window, click the Details button.
- Click the Export button and download the CSV file. Save the file to your local drive or open the file directly.
- Enter the cost or date information in editable Start, End and/or Cost fields as applicable, depending on the entry settings you specified in the custom curve Properties window.
- Save the CSV file.
- In the Source Details window, click Import, and import the CSV file.