Project - Earned Value Tab - Screen Description

The Earned Value tab allows you to analyze revenue and variance, adjust percent complete, effort at completion or cost at completion (depending on a project’s Revenue Basis) and provision (if that feature is engaged) and, in some cases, budget values on organizations responsible for variance. It also displays posted effort and other information useful for tracking the health of a project. Posted effort values include transactions posted through a particular date (Timesheets Through date) which can be found by hovering over the information icon near the right end of the toolbar.

The tab is divided into two panes, including a task and organization hierarchical structure and budget details. Although a project's task hierarchy may be defined up to 10 levels deep, the task structure on the Earned Value tab displays only to the variance level established on the Project: Info tab. This is the level at which the project will be managed from a revenue and variance perspective.

The information available from the Earned Value tab is tied to the budget details entered on the Project Budgets tab or the Budgets split pane available from the Project - Tasks tab. For more information, see Project - Tasks Tab: Budgets and Project - Budgets Tab.

Several project level control settings determine how projects may be budgeted and how the Earned Value tab will behave. For projects with Variance Budget Method, budgets are only entered on tasks at the established Variance Level, only for responsible organizations as dictated by the Organization Variance Responsibility setting and only for responsible budget categories as defined by the Budget Category Variance Responsibility. For more information, see Project Budgeting Overview.

Since there is a one-to-one relationship between budgeted and responsible organizations when Budget Method is Variance, budgets may be entered on the Earned Value tab in addition to the Budgets tab and the Budgets Split on the Tasks tab.

For projects with Detail Budget Method, any organization (valid for the project) and any active budget category may be budgeted on the Budgets tab or Budgets Split at the lowest task level regardless of the variance level and responsibility settings. However, the variance settings will be observed in the Earned Value tab for revenue and variance purposes. The Earned Value tab will always show tasks only down to the variance level, only responsible organizations and only responsible budget categories. Therefore, since the Earned Value tab may reflect a roll-up of detailed budgets, budget values are read-only on this tab when Budget Method is Detail.

Display Options

Show Tasks

The Show Tasks button displays specific rows for tasks that match the selected option(s) and also includes the subtasks and organizations that fall below your selections. Rows not selected are available but hidden and summation values and calculations include all rows.

Clicking Show Tasks displays a list of drop down filter options:

Active Tasks: Selects all tasks that have an Active status for display. Once selected, Active displays as the caption to the left of the icon.
Cost Plus (CP): Selects all tasks with Fee Types that have a CP revenue rule for display. Once selected, CP displays as the caption.
Cost Plus Max (CPM): Selects all tasks with Fee Types that have a CPM revenue rule for display. Once selected, CPM displays as the caption.
Lump Sum (LS): Selects all tasks with Fee Types that have an LS revenue rule for display. Once selected, LS displays as the caption.
Non-chargeable (NC): Selects all tasks with Fee Types that have an NC revenue rule for display. Once selected, NC displays as the caption.
With Effort TD: Selects tasks for display with any organizations that have an Effort TD value. Once selected, With Effort TD displays as the caption.
Apply: Saves the currently selected filter options and updates the grid display. Selecting Apply when no options are selected clears all filters.

Any combination of options can be selected for display. If two or more options are selected, they will display together for the caption. For example, LS and With Effort TD displays as:
LS I With Effort TD

Structural changes to the project will automatically clear all filter options upon returning to the Earned Value tab.

Show LevelS

The Show Levels button quickly expands or collapses the task structure to a particular task level.

The number of levels listed depend on the node levels displayed on the pane. Selecting one of the other levels expands or collapses the pane to that specific level.

The Show All Levels option displays all tasks, linked tasks, and subtasks.

The Show Levels drop down adjusts if you use the Show Tasks button to display specific rows. This action hides rows and changes the number of levels available in Show Levels for display in the grid.

Tasks and Organizations Pane

The Tasks and Organizations pane displays a hierarchical list of tasks and budgeted organizations for the project. The task structure cannot be edited from this tab.

Column Name		Description
	Flag	Displays a red flag when one or more values have been edited for an organization row. In addition, a white flag will display for organizations that have transactions against them but have not been budgeted; for more information, see Derived Budget Rows.
	Name	Displays the task and organization hierarchy. For task rows, this displays the task name. For budgeted organizations, it displays the name of the organization.
	Fee Type	Displays the fee type of the task or organization.
	Budget Cost	Displays the total budget cost amount for the row which may include budgets for multiple budget categories.
	Budget Effort	Displays the total budget effort amount for the row which may include budgets for multiple budget categories.
	Calculated Budget Cost Change	Displays the total calculated budget cost change for the row which may include budgets for multiple budget categories.
	Calculated Budget Effort Change	Displays the total calculated budget effort change for the row which may include budgets for multiple budget categories.
	Calculated Revenue Change	Displays the amount that the revenue has changed from the original values when the screen was initially loaded. This is updated as values change.
	Calculated Revenue TD	Displays the month to date revenue. This is updated as values change. This is calculated as Initial Revenue MTD + Calculated Revenue Change.
	Company	Displays the related company. For task rows, this displays the task's assigned company. For organization rows, this displays the company associated with the organization responsible for variance.
	Initial Budget Cost	Displays the sum of Initial Budget Cost values in the right pane across budget categories for organizations on variance level tasks.
	Initial Budget Effort	Displays the total budget value for the row that exists in Final when the project is opened.
	Initial Revenue TD	Displays the total revenue up to the selected Posting Period. This value is calculated when the screen is loaded.
	Manager	Displays the manager assigned to the task or budget organization, i.e., task manager or budget manager. Initially, the budget manager comes from the task manager but may be changed.
	Organization	Displays the organization of the task or budget row.
	Task Status	Displays the status of the task as either Active or Inactive.

Budget Details Pane

The Budget Details pane displays the budget details for each task and organization row.

The initial values display as a reference point for values that can be changed on the screen; they reflect values currently stored in the Final state for the project.

Note: Cost columns, other than Budget Cost, are suppressed for users who are not authorized to see cost in the system.

The table displays the default columns marked with ().

Column Name		Description
	% Complete	Enter a percent value to indicate how much progress has been made on the work to be done. A % Complete may be entered at an organization level or a task level. If entered at a task level, it will cascade down the hierarchy to child tasks and organizations.
	Budget Category	Displays the budget category name. The budget is based on the budget category.
	Budget Cost	Displays the current value for the organization row. For task rows, this value is read-only and is automatically calculated. For organization rows, the value is editable if the project's Budget Method is Variance and is read-only if the Budget Method is Detail.
	Budget Effort	Displays the current value for the organization row. For task rows, this value is read-only and is automatically calculated. For organization rows, the value is editable if the project's Budget Method is Variance and is read-only if the Budget Method is Detail.
	Calculated Backlog	Displays the calculated backlog. When there is an earned value history, this is calculated as Budget Effort - Calculated Revenue TD. This suppresses values on non-chargeable tasks since non-chargeable tasks cannot earn revenue.
	Calculated Backlog Variance	Displays the calculated backlog variance. This is calculated as Budget Effort - Calculated Revenue TD - Scheduled Effort To Complete.
	Calculated Budget Cost Change	Displays the amount the budget has changed (Budget Cost – Initial Budget Cost) from the initial budget value entered while the project has been in a Draft state. This is updated as values change and will display zero once the project has been submitted to a Final state.
	Calculated Budget Effort Change	Displays the amount the budget has changed (Budget Effort – Initial Budget Effort) from the initial budget value entered while the project has been in a Draft state. This is updated as values change and will display zero once the project has been submitted to a Final state.
	Calculated Cost % Complete	Displays the calculated cost percent complete. This is calculated as Cost TD / Budget Cost x 100.
	Calculated Effort % Complete	Displays the calculated effort percent complete. This is calculated as Effort TD / Budget Effort x 100.
	Calculated Provision Change	Displays the amount that the provision has changed from the original value when the screen was initially loaded. This is updated as values change.
	Calculated Revenue % Complete	Displays the calculated revenue percent complete. This is calculated as Calculated Revenue TD / Budget Effort x 100.
	Calculated Revenue Change	Displays the amount that the revenue has changed from the original values when the screen was initially loaded. This is updated as values change.
	Calculated Revenue MTD	Displays the month to date revenue. This is updated as values change. This is calculated as Initial Revenue MTD + Calculated Revenue Change.
	Calculated Revenue TD	Displays the calculated revenue to date. This is updated as the budget, percent complete, and effort at competition values change and allows you to evaluate the impact of changes before the changes are submitted. This is calculated as Initial Revenue TD + Calculated Revenue Change.
	Calculated Variance MTD	Displays the month to date variance. This is updated as values change. This is calculated as Initial Variance MTD + (Calculated Variance TD - Initial Variance TD).
	Calculated Variance TD	Displays the calculated variance to date. This is updated as values change. This is calculated as Calculated Revenue TD - Effort TD.
	Cost At Completion	Enter the current cost at completion for an organization row when Revenue Basis = Cost. If a value is entered and then deleted, the value is set back to the Initial Cost at Completion value. Additionally, when entered, any corresponding % Complete value will be cleared because both values cannot be entered for an organization.
	Cost MTD	Displays the total cost for the current month. This value is calculated when the screen is loaded.
	Cost Remaining	Displays the total cost remaining. This value is calculated as Budget Cost - Cost TD.
	Cost TD	Displays the Cost TD for the Project. This value is calculated when the screen is loaded, and includes all cost posted through the last timesheet Posting Date (of timesheets that include the project) in the earliest “Open” posting period in the Posting Calendar.
	Effort At Completion	Enter the current effort at completion for an organization row when Revenue Basis = Effort. If a value is entered and then deleted, the value is set back to the Initial Effort at Completion value. Additionally, when entered, any corresponding % Complete value will be cleared because both values cannot be entered for an organization.
	Effort MTD	Displays the total effort for the current month. This value is calculated when the screen is loaded.
	Effort Remaining	Displays the total effort remaining. This value is calculated as Budget Effort - Effort TD.
	Effort TD	Displays the Effort TD for the Project. This value is calculated when the screen is loaded, and includes all effort posted through the last timesheet Posting Date (of timesheets that include the project) in the earliest “Open” posting period in the Posting Calendar.
	Estimated Cost	Displays the estimated cost based on resource plan scheduling. This value is updated when estimates are entered on the Resources tab or the Tasks-Resources Split.
	Estimated Effort	Displays the estimated effort. This is based on resource plan scheduling. This value is updated when changes are made to scheduling on the Resources tab.
	Estimated Gross Profit	Displays the estimated gross profit. This is calculated as Estimated Effort - Estimated Cost. This value is updated when changes are made to scheduling on the Resources tab.
	Estimated Gross Profit %	Displays the estimated gross profit percent. This is calculated as Estimated Gross Profit / Estimated Effort x 100. This value is updated when changes are made to scheduling on the Resources tab.
	Initial % Complete	Displays the entered percent complete value from Final.
	Initial Budget Cost	Displays budget cost from Final for organizations by budget category on variance level tasks.
	Initial Budget Effort	Displays the budget effort value from Final.
	Initial Cost at Completion	Displays the entered cost at completion value from Final.
	Initial Effort at Completion	Displays the entered effort at completion value from Final.
	Initial Provision	Displays the revenue provision value from Final.
	Initial Revenue MTD	Displays the month to date revenue from Final. This value is calculated when the screen is loaded.
	Initial Revenue TD	Displays the total revenue from Final up to the selected Posting Period. This value is calculated when the screen is loaded.
	Initial Variance MTD	Displays the month to date variance from Final. This value is calculated when the screen is loaded.
	Initial Variance TD	Displays the total variance from Final up to the selected Posting Period. This value is calculated when the screen is loaded.
	Projected Cost At Completion	Displays the projected cost at completion. This is calculated as Cost TD + Scheduled Cost To Complete.
	Projected Effort At Completion	Displays the projected effort at completion. This is calculated as Effort TD + Scheduled Effort To Complete.
	Projected Gross Profit % At Completion	Displays the projected gross profit percent. When there is an earned value history, this is calculated as Projected Gross Profit / Budget Effort x 100.
	Projected Gross Profit At Completion	Displays the projected gross profit. When there is an earned value history, this is calculated as Budget Effort - (Cost TD + Scheduled Cost To Complete).
	Projected Variance At Completion	Displays the projected variance. When there is an earned value history, this is calculated as Budget Effort - Effort TD - Scheduled Effort To Complete.
	Provision	Displays the revenue provision, if the Use Revenue Provision option is selected on the Extended view of the Project Info tab. By default, this value is calculated based on the greater result of the following calculations: (Effort TD – Write-off) – Budget Effort This is only eligible if Effort TD – Write-off is greater than Budget Effort. Effort at Completion – Budget Effort This is only eligible if Effort at Completion > Budget Effort. However, if the Revenue Provision feature is engaged on the project, this field can be edited and a manual override can be entered. For additional information about how provisions work, see Provisions Overview.
	Release	Select to clear any previous % Complete, Cost at Completion, or Effort at Completion values for organization rows. Release may be selected on organization or task rows. If selected at the task level, it is propagated to all of the sub-tasks, if there are any, and budgeted organizations below.
	Resource % Complete	Displays the resource percent complete. This is calculated as Effort TD / (Effort TD + Scheduled Effort To Complete) x 100.
	Revenue Adjustment TD	Displays the revenue adjustment to date. This value is calculated when the screen is loaded.
	Scheduled Cost to Complete	Displays the total cost from resource assignments beyond the last posted cost. This value is updated as changes are made to resource assignments.
	Scheduled Effort to Complete	Displays the total effort from resource assignments beyond the last posted cost. This value is updated as changes are made to resource assignments.
	Write-off Cost TD	Displays the write-off cost to date. This value is calculated when the screen is loaded.
	Write-off Effort TD	Displays the write-off effort to date. This value is calculated when the screen is loaded.