Earned Value Management Calculator All the formulas are based on the PMBOK® Guide 4th Edition, and

uide 4th Edition, and the PMI Practice Standard for Earned Value Management (2005)
You need to fill in at least the data in the blue table "Basic data points". (Duration in months is optional) v2.1 - 02 June 2011 - If you find an error or have a suggestion, you can contact me: xavier@lescalier.eu

Data Value Measurement Formula Explanation/Remark

Basic data points:

Budget at Completion (BAC) € 10,000.00 Monetary Planned total project budget
Actual Cost (AC) € 8,000.00 Monetary Actual Cost of Work Performed (ACWP)
Planned Duration in months 36 Months (for EACt calculation in months)
Percent completed 67.00% Percentage Actual percentage of work completed
Percentage planned 70.00% Percentage How much % should the project be completed

Status:
Earned Value (EV) € 6,700.00 Monetary BAC * percentage completed Budgeted Cost of Work Performed (BCWP)
Planned Value (PV) € 7,000.00 Monetary BAC * percentage planned Budgeted Cost of Work Scheduled (BCWS)
% Completed (inverted calculation) 67.00% Percentage EV/BAC
% Planned (inverted calculation) 70.00% Percentage PV/BAC
% Spent (inverted calculation) 80.00% Percentage AC/BAC

Performance:
Cost Performance Indicator (CPI) 0.84 Indice EV/AC How efficiently are we using our resources? (Less than 1 is over budget)
Schedule Performance Indicator (SPI) 0.96 Indice EV/PV How efficient are we using time? (Less than 1 is behind schedule)
To Complete Performance Index (TCPI BAC) 1.65 Indice (BAC-EV)/(BAC-AC) How efficient must we use our remaining resources? (if we want to reach our original BAC)
To Complete Performance Index (TCPI EAC) 0.84 Indice (BAC-EV)/(EAC-AC) How efficient must we use our remaining resources? (if we want to reach the currently calculated EAC)
Cost Schedule Index (CSI) 0.80 Indice CPI * SPI

Variance:
Cost Variance (CV) -€ 1,300.00 Monetary EV-AC Are we under or over budget?
Schedule Variance (SV) -€ 300.00 Monetary EV-PV Are we ahead or behind Schedule?
Cost Variance (CV%) -19.40% Percentage CV/EV Are we under or over budget?
Schedule Variance (SV%) -4.29% Percentage SV/PV Are we ahead or behind Schedule?
Variance at Completion (VAC) -€ 1,940.30 Monetary BAC-EAC Will we be under or over budget?
Variance at Completion (VAC%) -19.40% Percentage VAC/BAC Will we be under or over budget?

Forecast: What is theproject likely to cost?

Estimated Cost at Completion (EAC) - Typical variance € 11,940.30 Monetary BAC/CPI Assumes past performance to continue
Estimated Cost at Completion (EAC) - Atypical variance € 11,300.00 Monetary AC+(BAC-EV) Assumes future work to be performed as budgeted
Estimated Cost at Completion (EAC) - Based on new ETC Monetary AC+(new ETC) Assumes past estimates must be redone (and re-baselined)
Estimated Cost at Completion (EAC) - CPI*SPI € 12,116.73 Monetary AC+[(BAC-EV)/(CPI*SPI)] Considers both CPI & SPI indices
Time Estimate at Completion (EACt) 37.61 Months (BAC/SPI)/(BAC/Duration_in_months) When are we likely to finish work?
Estimated To Complete (ETC) - Typical variance € 3,940.30 Monetary (BAC-EV)/CPI Assumes past performance to continue
Estimated To Complete (ETC) - Atypical variance € 3,300.00 Monetary BAC-EV Assumes future work to be performed as budgeted
Estimated To Complete (ETC) EAC-AC € 3,300.00 Monetary EAC-AC EAC is Atypical, but orig. estimates were flawed

Performance Variance Forecast

1.00 € 0.00 14,000
-€ 200.00 12,000
0.95
-€ 400.00 10,000
0.90 -€ 600.00 8,000
0.85 -€ 800.00 6,000
-€ 1,000.00 4,000
0.80
-€ 1,200.00 2,000
0.75 -€ 1,400.00 0
 Earned Value Management Calculator All the formulas are based on the PMBOK® Guide 4th Edition, and the PMI Practice Standard for Earned Value Management (2005)
You need to fill in at least the data in the blue table "Basic data points". (Duration in months is optional) v2.1 - 02 June 2011 - If you find an error or have a suggestion, you can contact me: xavier@lescalier.eu

Data Value Measurement Formula Explanation/Remark

Basic data points:

Budget at Completion (BAC) € 10,000.00 Monetary Planned total project budget
Actual Cost (AC) € 8,000.00 Monetary Actual Cost of Work Performed (ACWP)
Planned Duration in months 36 Months (for EACt calculation in months)
Percent completed 67.00% Percentage Actual percentage of work completed
Percentage planned 70.00% Percentage How much % should the project be completed

Status:
Earned Value (EV) € 6,700.00 Monetary BAC * percentage completed Budgeted Cost of Work Performed (BCWP)
Planned Value (PV) € 7,000.00 Monetary BAC * percentage planned Budgeted Cost of Work Scheduled (BCWS)
% Completed (inverted calculation) 67.00% Percentage EV/BAC
% Planned (inverted calculation) 70.00% Percentage PV/BAC
% Spent (inverted calculation) 80.00% Percentage AC/BAC

Performance:
Cost Performance Indicator (CPI) 0.84 Indice EV/AC How efficiently are we using our resources? (Less than 1 is over budget)
Schedule Performance Indicator (SPI) 0.96 Indice EV/PV How efficient are we using time? (Less than 1 is behind schedule)
To Complete Performance Index (TCPI BAC) 1.65 Indice (BAC-EV)/(BAC-AC) How efficient must we use our remaining resources? (if we want to reach our original BAC)
To Complete Performance Index (TCPI EAC) 0.84 Indice (BAC-EV)/(EAC-AC) How efficient must we use our remaining resources? (if we want to reach the currently calculated EAC)
Cost Schedule Index (CSI) 0.80 Indice CPI * SPI

Variance:
Cost Variance (CV) -€ 1,300.00 Monetary EV-AC Are we under or over budget?
Schedule Variance (SV) -€ 300.00 Monetary EV-PV Are we ahead or behind Schedule?
Cost Variance (CV%) -19.40% Percentage CV/EV Are we under or over budget?
Schedule Variance (SV%) -4.29% Percentage SV/PV Are we ahead or behind Schedule?
Variance at Completion (VAC) -€ 1,940.30 Monetary BAC-EAC Will we be under or over budget?
Variance at Completion (VAC%) -19.40% Percentage VAC/BAC Will we be under or over budget?

Forecast: What is theproject likely to cost?

Estimated Cost at Completion (EAC) - Typical variance € 11,940.30 Monetary BAC/CPI Assumes past performance to continue
Estimated Cost at Completion (EAC) - Atypical variance € 11,300.00 Monetary AC+(BAC-EV) Assumes future work to be performed as budgeted
Estimated Cost at Completion (EAC) - Based on new ETC Monetary AC+(new ETC) Assumes past estimates must be redone (and re-baselined)
Estimated Cost at Completion (EAC) - CPI*SPI € 12,116.73 Monetary AC+[(BAC-EV)/(CPI*SPI)] Considers both CPI & SPI indices
Time Estimate at Completion (EACt) 37.61 Months (BAC/SPI)/(BAC/Duration_in_months) When are we likely to finish work?
Estimated To Complete (ETC) - Typical variance € 3,940.30 Monetary (BAC-EV)/CPI Assumes past performance to continue
Estimated To Complete (ETC) - Atypical variance € 3,300.00 Monetary BAC-EV Assumes future work to be performed as budgeted
Estimated To Complete (ETC) EAC-AC € 3,300.00 Monetary EAC-AC EAC is Atypical, but orig. estimates were flawed

Performance Variance Forecast

1.00 € 0.00 14,000
-€ 200.00 12,000
0.95
-€ 400.00 10,000
0.90 -€ 600.00 8,000
0.85 -€ 800.00 6,000
-€ 1,000.00 4,000
0.80
-€ 1,200.00 2,000
0.75 -€ 1,400.00 0
Valor Acumulado (VA) - Earned Value (EV) Ms Project 2010 Ignacio Martín MVP www.epmconsultores.com

Horas a la Fecha de estado

Ejemplo Tarea1 de 5d (8h/d) Fecha de estado
(incluida) Horas al Fin de la tarea
L M X J V Previstas Reales Totales
Hs previstas Línea de Base 8 8 8 8 8 32 40
Horas Reales 8 0 8 8 24
Asignación prevista Línea de Base Juan Juan Juan Juan Juan
Asignación real Línea de Base Juan -- Rosa Juan
Tasa recursos €/h Juan = 20 Rosa = 25
Campo Abreviaturas y fórmulas Valor Ej. Fórmula Acrónimo inglés
Costo Previsto al Final (Total) CPF CPF 800.00 € =+K4*E8 Baseline cost - BAC
VALORES

Valor Programado (Coste Presupuestado

del Trabajo Programado) VP CPTP 640.00 € =+I4*E8 Planned Value - PV (BCWS)
Valor Acumulado (Coste Presupuestado
del Trabajo Realizado) VA CPTR 480.00 € =+J5*E8 Earned Value - EV (BCWP)
Costo Real (Costo Real del Trabajo
Realizado) AC CRTR 520.00 € =16*E8+8*G8 Actual Cost -AC (ACWP)
TIEMPO

Variación Programación VP CPTR-CPTP - 160.00 € =+H12-H11 Schedule Variance - SV

%Variación de la Programación %VP (CPTR-CPTP)/CPTP -25% =+H14/H11 Schedule Variance % - SV%
Indice Rendimiento de la Programación IRP CPTR/CPTP 0.75 =+H12/H11 Schedule Performance Index - SPI
Variación de Costo VC CPTR-CRTR - 40.00 € =+H12-H13 Cost Variance - CV
%Variación de Costo %VC (CPTR-CRTR)/CPTR -8% =+H17/H12 Cost Variance % - CV%
COSTO

Indice Rendimiento del Costo IRC CPTR/CRTR (<1 = sobrepasado presupuesto) 0.92 =+H12/H13 Cost Performance Index - CPI
Indice de Rendimiento para Completar IRPC (CPF-CPTR)/(CPF-CRTR) 1.14 =+(H10-H12)/(H10-H13) To Complete Performance Index - TCPI
Costo Estimado a la Finalización CEF CRTR+(CRTR/CPTR)*(CPF-CPTR) 866.67 € =+H13+(H13/H12)*(H10-H12) Estimate At Completion - EAC
Variación al Finalizar VAF CPF-CEF - 66.67 € =+H10-H21 Variance At Completion - VAC
 Calculadora para Gerenciamen
IDP
Mortgage Information

VP - Valor Planejado (PV) 4,000.00 IDP

VA - Valor Agregado (EV) 2,550.00 0.64
CR - Custo Real (AC) 2,830.00
4,000.00
ONT - Orçamento no Término (BAC) IDC
% Concluído 64% 0.90
% Gasto 71%

Atividades Prazo % % ONT VP

# Macro Inicial Prazo Final Planejado Concluído Orçamento (Planejado)

1 Plano do proj 5/4/2015 5/8/2015 100% 100% 1,000.00 1,000.00

2 Especificação 5/11/2015 5/15/2015 100% 100% 1,000.00 1,000.00
3 Homologação 5/18/2015 5/22/2015 100% 50% 1,000.00 1,000.00
4 Especificação 5/25/2015 5/27/2015 100% 5% 1,000.00 1,000.00
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
a Gerenciamento do Valor Agregado
IDC
Mortgage Information

VC - Variação de Custos (CV)

VPR - Variação de Prazo
ENT - Estimativa para Término (EAC)
VNT - Variação no Término (VAC)
IDPT - Índice de Desempenho para Término (TCPI)
EPT - Estimativa paa Terminar (ETC)

www.radardeprojetos.com.br
VA VP CR VA
CR (Real) (Agregado) Acumulado Acumulado Acumulado IDC VC IDP

1,000.00 1,000.00 1,000.00 1,000.00 1,000.00 1.00 0.00 1.00

1,200.00 1,000.00 2,000.00 2,200.00 2,000.00 0.83 -200.00 1.00
600.00 500.00 3,000.00 2,800.00 2,500.00 0.83 -100.00 0.50
30.00 50.00 4,000.00 2,830.00 2,550.00 1.67 20.00 0.05
tion

-280.00
-1,450.00
4,280.00
-280.00
1.24
1450.00

ardeprojetos.com.br

VPR

0.00
0.00
-500.00
-950.00