Formulas

OPTRAN
IT Management and Governance

Frmulas para la Administracin de Proyectos

By Dagoberto Chacn
dchacon@optran.com.mx

BAC (presupuesto)

100.00

Planed value

$100.00
BAC

Earned Value

$100.00
BAC

$50.00
EV

Schedule Variance
SV

$50.00
EV

Cost Performance Index

CPI

$50.00
EV

Cost variance
CV
Forecast of most likely total project costs based on projects performance
Earned at completion
EAC=AC +(bottom-up ETC)

$50.00
EV

$80.00
AC

Earned at completion
EAC= AC+BAC-EV

$80.00
AC

$100.00
BAC

Schedule Performance Index

SPI

Earned at completion
EAC=BAC/(cumulative CPI)
Earned at completion
EAC=AC+((BAC-EV)/(cumulative CPI * cumulative SPI))

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$80.00
AC

+(

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Earned to complete
ETC
VAC

TCPI = BAC-EV / BAC-AC

$128.00
EAC

100.00
BAC

$100.00 BAC

TCPI = BAC-EV / EAC-AC

PERT
(P+4M+O) / 6

Pessimist

PERT SD
(P - O) / 6

Pessimistic

Communication lines
( N * ( N -1 ) / 2

Communication lines
( N * ( N -1 ) / 2

Valor present neto NPV

Tasa

0
Periodo

Revenue

0
1
2
3
4
5
6

$
$
$
$
$
$
$

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Cost

$
$
$
$
$
$
$

Net Value

0
0
0
0
0
0
0

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Actual Cost

$80.00

0.8
% Planned complete

$80.00

0.5
(% Actual Complete)

$50.00

$80.00

0.6250

$80.00

-$30.00

$80.00

0.6250

$80.00

-$30.00

$40.00

$100.00

$50.00
EV

0.6250

$160.00

$100.00

$50.00
EV

PV

PV

AC

AC

ETC

BAC

120.00
EAC

$130.00

) /

0.6250
CPI

CPI

BAC

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0.625 =
SPI

$128.00
EAC

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$80.00

48.00

= -$

28.00

AC
$128.00
EAC
$50.00

EV

4 * Most

Optimistic

$100.00 $80.00 =
2.5
BAC
AC
TCPI
$130.00 $80.00 =
1.0000
Cuanto trabajo presupuestado queda entre cuanto dinero presupuesto (BAC) qu
EAC
AC
TCPI
For example, Carl and his siblings are working on restoring a car. The BAC is $5
calculated an EAC of $2050 using the bottom-up method to replace the BAC. So
that the car needs
0 done, they believe that they have 80% of it completed at this p
is $400, the EV, the value of the work completed, is $400.
Optimist
EAC has been calculated to replace BAC, so the TCPI formula using EAC will be
our values into the formula, TCPI = ($500 $400) / ($2050 $450) = $100 / $16
0
Index (CPI) must not fall below .0625, or it must immediately improve in order to
$400/$450 = 0.89.

n-1

n-1

Present Value

$
$
$
$
$
$
$
$

NPV

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cuanto dinero presupuesto (BAC) queda.

ng on restoring a car. The BAC is $500, but they clearly are going to spend more, so they
m-up method to replace the BAC. So far they have spent $450, which is the AC. Of all the work
ey have 80% of it completed at this point. Since the work is 80% complete, and 80% of the BAC
eted, is $400.
o the TCPI formula using EAC will be used, which is TCPI = (BAC EV ) / (EAC AC). Placing
$400) / ($2050 $450) = $100 / $1600 = .0625. So the projects cumulative Cost Performance
must immediately improve in order to meet the cost goal. CPI is calculated by EV/ AC =

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