Analyze project costs

PPM provides useful interfaces for visualizing project cost data. The primary visualization tools are discussed in the following sections.

Project Cumulative Cost Metrics

Use the Analyze Cumulative Cost Metrics page to evaluate a project's performance in terms of different cost variables over time. Project Management calculates the Projected Actual Cost field for the project as baseline cost / CPI, and the value is displayed above the graph.

Note: The Pending Cost EV Update Service must be enabled for the data in the Analyze Cumulative Cost Metrics page to be made current and kept current.

To view the Analyze Cumulative Cost Metrics page for a project, do one of the following:

In the menu bar, select Open > Financial Management > Analyze Costs > Project Cumulative Cost Metrics and select a project using the filter criteria.
If the project is open and has been set as a baseline, on the Project Summary tab, in the EV Summary section, click Analyze.

Field Name	Description
Project	Project to be analyzed.
Summary Task	Summary tasks to be analyzed.
Period	Period to be used in the graph's time axis. Possible values: Fiscal Week, Fiscal Month, or Fiscal Year.
From Date	Date at which to start the graph.
To Date	Date at which to end the graph.
Include in graph:
Planned Value (PV)	Graphs the portion of the Baseline Cost planned to be spent between the project's start date and each data point.
Earned Value (EV)	Graphs the portion of the Baseline Cost for the entire project that has theoretically been spent by each data point. See for the applicable formula.
Actual Costs (AC)	Graphs the total dollar cost (Actual Labor Cost + Actual Non-Labor Cost) for the project.
Financial Summary Forecast	Graphs the financial summary forecast values for the project at each data point.
Financial Summary Actuals	Graphs the financial summary actual values, if any have been entered, at each data point.

Project Current Cost Metrics

Use the Analyze Current Cost Metrics page to compare the sizes and cost health of one or more projects.

Note: This feature is not supported if your PPM runs on a PostgreSQL database.

To view the Analyze Current Cost Metrics page for projects, in the menu bar, select Open > Financial Management > Analyze Costs > Project Current Cost Metrics.

Field Name	Description
Projects
Projects	Projects to be included on the page
Summary Tasks
Project	Project to be included on the page
Summary Task	Summary task within the project you specified
Other Criteria
Project Manager	Project managers whose projects are to be included
Program	Programs from which projects are to be included
Work Plan Status	Projects with work plans having the statuses you specify
Actual Costs exceed Earned Value by	Projects with a cost variance greater than the amount you specify
Planned Value exceeds Earned Value by	Projects with a schedule variance greater than the amount you specify
CPI Less Than	Projects with a CPI less than the value you specify
SPI Less Than	Projects with an SPI less than the value you specify
Forecast Cost Greater Than	Projects with a forecast cost greater than the amount you specify
Baseline Costs Greater Than	Projects with baseline costs greater than the amount you specify
Budget Actuals Greater Than	Projects with actual costs (from the financial summaries) greater than the amount you specify
Include Level 1 and Level 2 Summary Tasks?	Option to include summary tasks of level 1 or 2 within the work plan hierarchy
Size of bubble indicates
Forecast from Financial Summary	Option for bubbles representing projects to vary in size based on the size of their associated forecasts from the financial summary
Actual Costs from Financial Summary	Option for bubbles representing projects to vary in size based on the size of their actual costs from the financial summary, if any have been entered
Work plan baseline costs	Option for bubbles representing projects to vary in size based on the size of their last work plan baseline costs
Projected Actual Cost at Completion	Option for bubbles representing projects to vary in size based on the size of their projected actual cost (baseline cost / CPI) at completion