Calculating Financial Management Data

This section describes additional information about calculating Financial Management data items.

For more information about calculating Financial Management data, see .

Cost Performance Index (CPI)

CPI is calculated as follows:

• If EV is null, CPI is null

• If Actual Cost != 0, CPI = EV / Actual Cost

• If Actual Cost = 0, and

  • If EV = 0, CPI = 1

  • If EV != 0, CPI = 0

Schedule Performance Index (SPI)

SPI is calculated as follows:

• If EV is null, SPI is null

• If PV != 0, SPI = EV / PV

• If PV = 0, and

  • If EV = 0, SPI = 1

  • If EV != 0, SPI = 0

Earned Value (EV)

If a task is the summary task, its EV is calculated as Sum (EV of all its child tasks).

If a task is the leaf task, its EV is calculated as follows:

• If there is no task baseline, EV is null

• If the EV_ALLOW_PRORATING server configuration parameter is set to true, EV = Baseline Cost * % Complete

• If the EV_ALLOW_PRORATING server configuration parameter is set to false, and

  • If % Complete = 100, EV = Baseline Cost

  • If % Complete < 100, EV = 0

Planned Value (PV)

Calculating Schedule Start and Schedule Finish Dates

If the PV_USE_ACTIVE_BASELINE_DATES server configuration parameter is set to true and task baseline exists,

• Schedule start is the schedule start date of the task baseline

• Schedule finish is the schedule finish date of the task baseline

Otherwise,

• Schedule start is the schedule start date of the task

• Schedule finish is the schedule finish date of the task

Calculating PV

For all tasks,

• If there is no task baseline, PV is null.

• If task baseline exists, in one of the following cases, PV = 0:

  • The task status is cancelled, or

  • The schedule start date of the task is null, or

  • Schedule start is later than the current system date

If a task is the summary task, its PV is calculated as Sum (PV of all its child tasks).

For leaf tasks, if task baseline exists and

• If schedule end is earlier than the current system date, PV = Baseline Cost

• Otherwise, PV = Baseline Cost * (passed days / total days)

  In this formula, passed days is calculated as follows:

  • If schedule start is the current system date, passed days = 1.

  • If the PV_USE_ACTIVE_BASELINE_DATES server configuration parameter is set to true, passed days = Today's Date - Baseline Start Date]

  • Otherwise, passed days = Today’s Date - Start Date

  Total days is calculated as follows:

  • If the PV_USE_ACTIVE_BASELINE_DATES server configuration parameter is set to true, total days = Baseline Finish Date - Baseline Start Date

  • Otherwise, total days = Finish Date - Start Date