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# Calculating Financial Management Data

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

For more information about calculating Financial Management data, see Financial Management User Guide.

## 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

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