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This Excel sheet performs the calculation for earned value and earned schedule analysis. The difference to most of the actually
values of fixed project status dates and not based on separate work packages. Separate planning (e.g., with MS-Project) is still r
The project status dates are always the end of the month and the planned project finish date.
The SPI is calculated as time-based schedule performance index [SPI t], as the SPIt is more accurate compared to the standard S
is already exceeded.
If the user separates internal and external costs, the CPI will be calculated for internal costs (CPI int), external costs (CPIext) and fo
Additionally to the SPI-t and CPI, a WPI (work performance index) is calculated. The WPI is very similar to the CPI-int but is base
The forecast resulting from all KPIs (SPIt, CPI, CPIint, CPI-ext and WPI) is calculated based on the different forecast methods prop
(PMBOK® Guide). The user can choose which method shall be used for each KPI.
Project Start
1. Step:
Fill out the blue cells in column "F". The data should come from the detailed planning, e.g. generated with MS Project. Cells "F5
Work Performance Index (WPI). The BAC in cell "F4" includes internal and external cost in every case.
2. Step:
Fill out the blue cells in column "D". The data should come from the detailed planning, e.g. generated with MS Project.
Start with Cell "D17" as the staring date, the planned value is always "0".
Proceed with Cell "D18" and enter the planned value for the first status date (end of the first month).
Proceed line by line. If you have planned a break leave the relevant cells empty.
Once the planned value is identical to the BAC of cell "F4" the date in column "C" will automatically change to the planned finis
Project Finish
1. Step:
Update the sheet as you did for each status date. Fill out the lines of the next planned status date, even if the finish date is not
31st, 2018).
2. Step:
Change the date in column "C" to the actual finish date (e.g. change March 31st, 2017 to March 18th, 2017).
Planning Data Forecast Methode
project number
Budget at Completion (BAC):
external project costs:
project starting date:
planned project finish date
planned project duration in days:
planned project duration in month:
planned amount of work in hours:
current project duration in month: 0.0 month
Earned Schedule: #N/A
Earned Value: $ -
1$
1$
1$
1$
project costs in $
1$
0$
0$
1.8
1.6
1.4
1.2
1.0
0.8
0.6
0.4
S
PIt
0.2 C
PI
0.0
99
, 18
30
ec
D
Forecast SPI
Forecast WPI
This method assumes what the project has experienced to date can be expected to continue in the future. The ETC
work is assumed to be performed at the same cumulative schedule performance index (SPI) as that incurred by the
project to date.
Forecast WPI
This EAC method accepts the actual project performance to date (whether favorable or unfavorable) as represented
by the actual costs, and predicts that all future ETC work will be accomplished at the budgeted rate. When actual
performance is unfavorable, the assumption that future performance will improve should be accepted only when
supported by project risk analysis.
This method assumes what the project has experienced to date can be expected to continue in the future. The ETC
work is assumed to be performed at the same cumulative work performance index (WPI) as that incurred by the
project to date.
This EAC method accepts the actual project performance to date (whether favorable or unfavorable) as represented
by the actual costs, and predicts that all future ETC work will be accomplished at the budgeted rate. When actual
performance is unfavorable, the assumption that future performance will improve should be accepted only when
supported by project risk analysis. Equation: EAC = AC + (BAC – EV)
This method assumes what the project has experienced to date can be expected to continue in the future. The ETC
work is assumed to be performed at the same cumulative cost performance index (CPI) as that incurred by the
project to date. Equation: EAC = BAC / CPI
EAC forecast for ETC work considering both SPI and CPI factors. In this forecast, the ETC work will
be performed at an efficiency rate that considers both the cost and schedule performance indices. This
method is most useful when the project schedule is a factor impacting the ETC effort.
Equation: EAC = AC + [(BAC – EV) / (CPI × SPI)]