Calculating Financial Management Data

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

For more information about calculating Financial Management data, see Tracking and Analyzing Project Costs.

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