Appendix 13.2: Obtaining Project Performance Information from MS Project 2010 or 2015

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Chapter 13 Progress and Performance Measurement and Evaluation 497



Status Report: Ending Period 4

Task

1

Cumulative Totals



($00)



%Complete

Finished



EV

——

——



  AC

  10

  10



PV

——

——



CV

——

——



Status Report: Ending Period 6

Task

1

2

3

4

Cumulative Totals



($00)



%Complete

Finished

25%

33%

0%



EV

——

——

——

——

——



  AC

  10

  15

  12

  0

 37



PV

——

——

——

——

——



CV

——

——

——

——

——



Status Report: Ending Period 8

Task

1

2

3

4

Cumulative Totals



EV

——

——

——

——

——



  AC

  10

  20

  25

  0

  55



PV

——

——

——

——

——



CV

——

——

——

——

——



Status Report: Ending Period 10



SV

——

——

——

——

——

($00)



%Complete

Finished

60%

Finished

50%

0%

30%



EV

——

——

——

——

——

——

——



  AC

  10

  30

  40

  20

  0

  24

124



PV

——

——

——

——

——

——

——



CV

——

——

——

——

——

——

——



Status Report: Ending Period 12

Task

1

2

3

4

5

6

Cumulative Totals



SV

——

——

——

——

——

($00)



%Complete

Finished

30%

60%

0%



Task

1

2

3

4

5

6

Cumulative Totals



SV

——

——



SV

——

——

——

——

——

——

——

($00)



%Complete

Finished

Finished

Finished

Finished

50%

50%



EV

——

——

——

——

——

——



Period



SPI



CPI



PCIB



2

4

6

8

10

12



——

——

——

——

——

——



——

——

——

——

——

——



——

——

——

——

——

——



  AC

 10

  50

  40

  40

  30

  40

210



PV

——

——

——

——

——

——

——



SPI = EV/PV

CPI = EV/AC

PCIB = EV/BAC



CV

——

——

——

——

——

——

——



SV

——

——

——

——

——

——

——



www.downloadslide.net

498 Chapter 13 Progress and Performance Measurement and Evaluation

Summary Graph



Indexes Periods 2–12



260

1.60



220



1.40



200



1.20



180



1.00



Index



240



160

Dollars



140



.60



PV



120



.80



.40



100



.20



80



0



60



0



2



4



6



8



10



12



14



Time periods



40

20

0



0



2



4



6



8



10 12 14 16

Time periods



18



20 22 24



8. *Part A. You are in charge of the Aurora Project. Given the following project network, baseline, and status information, develop status reports for periods 1–8 and

complete the performance indexes table. Calculate the EACf and VACf. Based on

your data, what is the current status of the project? At completion?

Legend

2



B



0

2

0



A



0

0



2



3



5



7



0



0



5



7



2



7



F



10



3



2



5



0



0

5



2

2



C



5



D



E



9



9



0



0



9



9



7



G



11



2



11



0



ES



ID



SL



EF

SL



LS DUR LF



0

2



7

11



H



13



2



0



0



1



1



0



0



2



5



8



11



11



13



3



* The solution to this exercise can be found in Appendix 1.



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Chapter 13 Progress and Performance Measurement and Evaluation 499



ID



Budget

($000)



0



1



2



3



4



5



6



7



8



9



A



100



B



250



100



50



C



450



150



150 150



D



200



E



300



200 100



F



300



100



G



200



H



200



Total



2000



Cumulative



50



10



11



12



13



50

100



100 100



50



150

150



250 200 250 100



100 300 150 300



50



50



100



100



100



100



50



50



50



100 350 550 800 900 1000 1300 1450 1750 1800 1900 2000



Status Report: Ending Period 1

Task

A

Cumulative Totals



% Complete

  25%



($000)

EV

——

——



AC

  50

  50



PV

——

——



CV

——

——



Status Report: Ending Period 2

Task

A

Cumulative Totals



% Complete

  50%



($000)

EV

——

——



AC

100

——



PV

——

——



CV

——

——



Status Report: Ending Period 3

Task

A

B

C

Cumulative Totals



% Complete

100%

  0%

    0%



% Complete

100%

  60%

  50%



SV

——

——

($000)



EV

——

——

——

——



AC

200

  0

  0

——



PV

——

——

——

——



CV

——

——

——

——



Status Report: Ending Period 4

Task

A

B

C

Cumulative Totals



SV

——

——



SV

——

——

——

——

($000)



EV

——

——

——

——



AC

200

100

200

500



PV

——

——

——

——



CV

——

——

——

——



SV

——

——

——

——



www.downloadslide.net

500 Chapter 13 Progress and Performance Measurement and Evaluation



Status Report: Ending Period 5

Task

A

B

C

Cumulative Totals



($000)



% Complete

100%

100%

100%



EV

——

——

——

——



AC

200

200

400

800



PV

——

——

——

——



CV

——

——

——

——



Status Report: Ending Period 6

Task

A

B

C

D

Cumulative Totals



($000)



% Complete

100%

100%

100%

  75%



EV

——

——

——

——

——



AC

200

200

400

100

900



PV

——

——

——

——

——



CV

——

——

——

——

——



Status Report: Ending Period 7

Task

A

B

C

D

E

F

Cumulative Totals



SV

——

——

——

——

——

($000)



% Complete

100%

100%

100%

100%

  20%

    5%



EV

——

——

——

——

——

——

——



AC

200

200

400

150

100

  50

1100  



PV

——

——

——

——

——

——

——



CV

——

——

——

——

——

——

——



Status Report: Ending Period 8

Task

A

B

C

D

E

F

Cumulative Totals



SV

——

——

——

——



SV

——

——

——

——

——

——

——

($000)



% Complete

100%

100%

100%

100%

100%

  10%



EV

——

——

——

——

——

——

——



AC

200

200

400

150

350

100

1400  



PV

——

——

——

——

——

——

——



CV

——

——

——

——

——

——

——



SV

——

——

——

——

——

——

——



Performance Indexes Summary

Period

1

2

3

4

5

6

7

8



EV

——

——

——

——

——

——

——

——



EACf = ____________



AC

——

——

——

——

——

——

——

——



PV

——

——

——

——

——

——

——

——

VACf = ____________



SPI

——

——

——

——

——

——

——

——



CPI

——

——

——

——

——

——

——

——



PCI-B

——

——

——

——

——

——

——

——



www.downloadslide.net

Chapter 13 Progress and Performance Measurement and Evaluation 501



Part B. You have met with your Aurora project team and they have provided you

with the following revised estimates for the remainder of the project:

∙ Activity F will be completed at the end of period 12 at a total cost of 500.

∙ Activity G will be completed at the end of period 10 at a total cost of 150.

∙ Activity H will be completed at the end of period 14 at a total cost of 200.

Calculate the EACre and VACre. Based on the revised estimates, what is the expected

status of the project in terms of cost and schedule? Between the VACf and the VACre,

which one would you have the greatest confidence in?

EACre = _________________



References



VACre = _________________



Abramovici, A., “Controlling Scope Creep,” PM Network, vol. 14, no. 1 (January

2000), pp. 44–48.

Anbari, F. T., “Earned Value Project Management Method and Extensions,” Project

Management Journal, vol. 34, no. 4 (December 2003), pp. 12–22.

Bowles, M. “Keeping Score,” PMNetwork, May 2011, pp. 50–59.

Brandon, D. M., Jr., “Implementing Earned Value Easily and Effectively,” Project

Management Journal, vol. 29, no. 3 (June 1998), pp. 11–17.

Christensen, D. S., “The Cost and Benefits of the Earned Value Management

Process,” Acquisition Review Quarterly, vol. 5 (1998), pp. 373–86.

Christensen, D. S., and S. Heise, “Cost Performance Index Stability,” National

Contract Management Association Journal, vol. 25 (1993), pp. 7–15.

Fleming, Q., and Joel M. Koppelman, Earned Value Project Management, 4th ed.

(Newton Square, PA: Project Management Institute, 2010).

Kerzner, H., “Strategic Planning for a Project Office,” Project Management Journal, vol. 34, no. 2 (June 2003), pp. 13–25.

Kim, E. H., W. G. Wells, and M. R. Duffey, “A Model for Effective Implementation

of Earned Value Methodology,” International Journal of Project Management, 

vol. 21, no. 5 (2003), pp. 375–82.

Naeni, L., S. Shadrokh, and A. Salehipour, “A Fuzzy Approach to the Earned Value

Management,” International Journal of Project Management, vol. 9, no. 6 (2011),

pp. 764–72.

Webb, A., Using Earned Value: A Project Manager’s Guide (Aldershot, UK: Gower

Publishing Co., 2003).



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502 Chapter 13 Progress and Performance Measurement and Evaluation



Case 13.1



Tree Trimming Project

Wil Fence is a large timber and Christmas tree farmer who is attending a project management class in the spring, his off season. When the class topic came to earned value,

he was perplexed. Isn’t he using EV?

Each summer Wil hires crews to shear fields of Christmas trees for the coming

Holiday season. Shearing entails having a worker use a large machete to shear the

branches of the tree into a nice, cone-shaped tree.

Wil describes his business as follows:

A. I count the number of Douglas Fir Christmas trees in the field (24,000).

B. Next, I agree on a contract lump sum for shearing with a crew boss for the whole

field ($30,000).

C. When partial payment for work completed arrives (5 days later), I count or estimate

the actual number sheared (6,000 trees). I take the actual as a percent of the total to

be sheared, multiply the percent complete by total contract amount for the partial

payment [(6,000/$30,000 = 25%), (.25 × $30,000 = $7500)].

1. Is Wil over, on, or below cost and schedule? Is Wil using earned value?

2. How can Wil set up a scheduling variance?



Case 13.2



Shoreline Stadium Status Report Case

You are an assistant to Percival Young, president of G&L Construction. He has asked

you to prepare a brief report on the status of the Shoreline Stadium project.

Shoreline stadium is a 47,000-seat professional baseball stadium. Construction

started on April 3, 2018, and the stadium is schedule to be completed on March 25,

2020. The project is estimated to cost $310,000,000. There is a $35 million management reserve to deal with unexpected problems and delays.

The stadium must be ready for the 2020 major league season. G&L would accrue a

$250,000 per day penalty for not meeting the April 3, 2020 deadline.

G&L expects to make more than $3 million on the project. The stadium is one of

several major projects G&L has under way in North America, including a professional

soccer stadium and another baseball stadium, which broke ground last month.

It is 8/8/2019 the day after the key milestone “Start Installing Seats” was to occur.

Tables C13.1 and C13.2 contain information submitted by your counterpart at the

Shoreline site from which you are to prepare your report. Use the appropriate indexes/

information to prepare a report informing Mr. Young on the overall status of the

Shoreline project in terms of costs and schedule. Note: Mr. Young is not interested in

specifics, but just how well the overall project is doing and if there is a need to take

corrective action.



www.downloadslide.net

Chapter 13 Progress and Performance Measurement and Evaluation 503



TABLE C13.1 Shoreline Project Earned Value Table as of 8/7/2019

Baseball Stadium

Clear stadium site

Demolish building

Set up construction site

Drive support piling

Pour lower concrete bowl

Pour main concourse

Install playing field

Construct upper steel bowl

Install seats

Build luxury boxes

Install jumbotron

Stadium infrastructure

Construct steel canopy

Light installation

Build roof supports

Construct roof

Install roof tracks

Install roof

Inspection



Shoreline Stadium



   PV



   EV



   AC



   CV



   SV



209,000,000

10,000,000

2,000,000

2,000,000

40,000,000

50,000,000

15,000,000

5,000,000

60,000,000

10,000,000

25,000,000

2,000,000

22,000,000

20,000,000

5,000,000

10,000,000

15,000,000

10,000,000

5,000,000

2,000,000



200,600,000

10,000,000

2,000,000

2,000,000

40,000,000

50,000,000

15,000,000

5,000,000

51,600,000



210,500,000

9,000,000

2,000,000

1,500,000

41,000,000

55,000,000

18,000,000

5,000,000

55,000,000



−9,900,000

1,000,000

0

500,000

−1,000,000

−5,000,000

−3,000,000

0

−3,400,000



−8,400,000

0

0

0

0

0

0

0

−8,400,000



10,000,000

15,000,000



10,000,000

14,000,000



0

1,000,000



0

0



BAC



EACf



VAC



310,000,000



325,299,103



−15,299,103



TABLE C13.2 Variance Table for Shoreline Project as of 8/7/2019

Task Name

Greendale Stadium Project

Clear Stadium Site

Demolish Building

Set up Construction Site

Drive Support Pilings

Pour Lower Concrete Bowl

Pour Main Concourse

Install Playing Field

Construct Upper Steel Bowl

Install Seats

Build Luxury Boxes

Install Jumbotron

Stadium Infrastructure

Construct Steel Canopy

Light Installation

Build Roof Supports

Construct Roof

Install Roof Tracks

Install Roof

Inspection



Start

Mon 7/3/17

Mon 7/3/17

Wed 10/11/17

Wed 11/22/17

Mon 2/26/18

Thu 8/23/18

Fri 2/22/19

Fri 2/22/19

Fri 2/22/19

Wed 8/21/19

Wed 8/21/19

Wed 8/21/19

Wed 8/21/19

Thu 3/12/20

Thu 3/12/20

Mon 2/26/18

Tue 7/3/18

Fri 6/26/20

Tue 11/3/20

Fri 3/12/21



Finish

Thu 4/8/21

Tue 10/10/17

Tue 11/21/17

Fri 2/23/18

Wed 8/22/18

Thu 2/21/19

Fri 8/2/19

Fri 6/28/19

Tue 8/20/19

Wed 3/11/20

Mon 12/30/19

Wed 10/2/19

Wed 2/12/20

Thu 6/25/20

Wed 4/22/20

Mon 7/2/18

Tue 4/14/20

Mon 11/2/20

Thu 3/11/21

Thu 4/8/21



Baseline Start

Mon 7/3/17

Mon 7/3/17

Wed 10/11/17

Wed 11/22/17

Wed 3/7/18

Fri 8/24/18

Mon 2/18/19

Mon 2/18/19

Mon 2/18/19

Wed 8/7/19

Wed 8/7/19

Wed 8/7/19

Wed 8/7/19

Thu 2/27/20

Thu 2/27/20

Wed 3/7/18

Fri 7/13/18

Fri 6/12/20

Tue 10/20/20

Fri 2/26/21



Baseline Finish Start Var. Finish Var.

Thu 3/25/21

Tue 10/10/17

Tue 11/21/17

Tue 3/6/18

Thu 8/23/18

Fri 2/15/19

Tue 8/6/19

Mon 6/24/19

Tue 8/6/19

Wed 2/26/20

Thu 12/12/19

Wed 9/18/19

Wed 1/29/20

Thu 6/11/20

Wed 4/8/20

Thu 7/12/18

Thu 4/23/20

Mon 10/19/20

Thu 2/25/21

Thu 3/25/21



0 days

0 days

0 days

0 days

−7 days

−1 day

4 days

4 days

4 days

10 days

10 days

10 days

10 days

10 days

10 days

−7 days

−7 days

10 days

10 days

10 days



10 days

0 days

0 days

−7 days

−1 day

4 days

−2 days

4 days

10 days

10 days

10 days

10 days

10 days

10 days

10 days

−7 days

−7 days

10 days

10 days

10 days



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504 Chapter 13 Progress and Performance Measurement and Evaluation



Case 13.3



Scanner Project

You have been serving as Electroscan’s project manager and are now well along in

the project. Develop a narrative status report for the board of directors of the chain

store that discusses the status of the project to date (see Table C13.3) and at completion. Be as specific as you can using numbers given and those you might develop.

Remember, your audience is not familiar with the jargon used by project managers

and computer software personnel; therefore, some explanation may be necessary.

Your report will be evaluated on your detailed use of the data, your total perspective of the current status and future status of the project, and your recommended

changes (if any).



TABLE C13.3

Electroscan, Inc.

555 Acorn Street, Suite 5

Boston, Massachusetts



Name



29 In-store Scanner Project

(thousands of dollars)

Actual Progress as of January 1

PV



EV



AC



SV



CV



BAC



EACf



Scanner project



420



395



476



–25



–81



915



1103



H 1.0

Hardware

H 1.1

Hardware specifications (DS)

H 1.2 Hardware design (DS)

H 1.3 Hardware documentation (DOC)

H 1.4 Prototypes (PD)

H 1.5 Test prototypes (T)

H 1.6 Order circuit boards (PD)

H 1.7 Preproduction models (PD)

OP 1.0

Operating system

OP 1.1 Kernel specifications (DS)

OP 1.2

Drivers

OP 1.2.1 Disk drivers (DEV)

OP 1.2.2 I/O drivers (DEV)

OP 1.3

Code software

OP 1.3.1 Code software (C)

OP 1.3.2 Document software (DOC)

OP 1.3.3 Code interfaces (C)

OP 1.3.4 Beta test software (T)

U 1.0

Utilities

U 1.1

Utilities specifications (DS)

U 1.2 Routine utilities (DEV)

U 1.3 Complex utilities (DEV)

U 1.4 Utilities documentation (DOC)

U 1.5 Beta test utilities (T)

S 1.0

System integration

S 1.1

Architecture decisions (DS)

S 1.2 Integration hard/soft (DEV)

S 1.3 System hard/software test (T)

S 1.4 Project documentation (DOC)

S 1.5 Integration acceptance testing (T)



92

20

30

10

2

0

30

0

195

20

45

25

20

130

30

45

55

0

87

20

20

30

17

0

46

9

25

0

12

0



88

20

30

6

2

0

30

0

150

20

55

30

25

75

20

30

25

0

108

20

20

60

8

0

49

9

30

0

10

0



72

15

25

5

2

0

25

0

196

15

76

45

31

105

40

25

40

0

148

15

35

90

8

0

60

7

45

0

8

0



–4

0

0

–4

0

0

0

0

–45

0

10

5

5

–55

–10

–15

–30

0

21

0

0

30

–9

0

3

0

5

0

–2

0



16

5

5

1

0

0

5

0

–46

5

–21

–15

–6

–30

–20

5

–15

0

–40

5

–15

–30

0

0

–11

2

–15

0

2

0



260

20

30

10

40

30

30

100

330

20

70

40

30

240

100

50

60

30

200

20

20

100

20

40

125

10

50

20

15

30



213

15

25

8

40

30

25

100

431

15

97

60

37

336

200

42

96

30

274

15

35

150

20

40

153

8

75

20

12

30



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Chapter 13 Progress and Performance Measurement and Evaluation 505



Appendix 13.1

The Application of Additional Earned Value Rules

LEARNING OBJECTIVES

After reading this appendix you should be able to:

LO A13.1-1 Apply pseudo earned value rules to measure progress on a project.



LO A13.1-1

Apply pseudo earned

value rules to measure

progress on a project.



The following example and exercises are designed to provide practice in applying the

following three earned value rules:

∙ Percent complete rule

∙ 50/50 rule

∙ 0/100 rule

See the chapter for an explanation of each of these rules.



Simplifying Assumptions

The same simplifying assumptions used for the chapter example and exercises will

also be used here.

1. Assume each cost account has only one work package, and each cost account will

be represented as an activity on the network.

2. The project network early start times will serve as the basis for assigning the baseline values.

3. Except when the 0/100 rule or 50/50 rule is used, baseline values will be assigned

linearly, unless stated differently. (Note: In practice estimated costs should be

applied “exactly” as they are expected to occur so measures of schedule and cost

performance are useful and reliable.)

4. For purposes of demonstrating the examples, from the moment work on an activity

begins, some actual costs will be incurred each period until the activity is

completed.

5. When the 0/100 rule is used, the total cost for the activity is placed in the baseline

on the early finish date.

6. When the 50/50 rule is used, 50 percent of the total cost is placed in the baseline on

the early start date and 50 percent on the early finish date.



Appendix Exercises

1. Given the information provided for development of a product warranty project for

periods 1 through 7, compute the SV, CV, SPI, and CPI for each period. Plot the EV

and the AC on the PV graph provided. Explain to the owner your assessment of the

project at the end of period 7 and the future expected status of the project at completion. Figure A13.1A presents the project network. Figure A13.1B presents the

project baseline noting those activities using the 0/100 (rule 3) and 50/50 (rule 2)

rules. For example, activity 1 uses rule 3, the 0/100 rule. Although the early start



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506 Chapter 13 Progress and Performance Measurement and Evaluation



time is period 0, the budget is not placed in the time-phased baseline until period 2

when the activity is planned to be finished (EF). This same procedure has been used

to assign costs for activities 2 and 7. Activities 2 and 7 use the 50/50 rule. Thus,

50 percent of the budget for each activity is assigned on its respective early start date

(time period 2 for activity 2 and period 11 for activity 7) and 50 percent for their

respective finish dates. Remember, when assigning earned value as the project is

being implemented, if an activity actually starts early or late, the earned values must

shift with the actual times. For example, if activity 7 actually starts in period 12

rather than 11, the 50 percent is not earned until period 12.



FIGURE A13.1-1A



2



2



6

8



5

6



3



11

11



0



1



0

0



2



2



0



0



2



2



2



3



5



7



7



0



0



7



7



5



11



0



0



11



7



14

0

14



3



11



4



Legend

2



4



1

3



4



6



6



1



3



7



9



6



ES



8



2



ID



3



SL



SL



11



LS DUR LF



FIGURE A13.1-1B

Schedule information

EV ACT/

DUR ES

Rule WP



Baseline budget needs



LF



SL



Total

PV



Time period

1



0



2



3



4



5



6



3



1



2



0



2



0



6



2



2



3



2



11



6



20



10



1



3



5



2



7



0



30



9



6



6



6



1



4



4



2



7



1



20



8



2



5



5



1



5



4



7



11



0



16



1



6



2



6



11



3



18



2



7



3



11



14



0



8



7



8



9



10



11



12



6



13



14



Rule



10



1 = %complete

2 = 50 ⁄ 50

3 = 0 ⁄ 100



3



4

9



4



4



4



9

4

13



EF



4



4



4



4



4



Total PV by period



0



6



27



8



21



11



12



0



4



Cumulative PV by period



0



6



33



41



62



73



85 98 102 106 110 114 114 118



www.downloadslide.net

Chapter 13 Progress and Performance Measurement and Evaluation 507



Status Report: Ending Period 1

Task

1

Cumulative Totals



%Complete

  0%



EV

——

——



AC

 3

 3



PV

0

0



CV

——

——



SV

——

——



EV

6

6



AC

 5

 5



PV

——

——



CV

——

——



SV

——

——



EV

6

——

——

——

——



AC

 5

 5

 7

 5

22



PV

——

——

——

——

——



CV

——

——

——

——

——



SV

——

——

——

——

——



EV

6

——

——

——

——



AC

 5

 7

10

 8

30



PV

——

——

——

——

——



CV

——

——

——

——

——



SV

——

——

——

——

——



EV

6

——

——

——

——



AC

 5

 8

12

10

35



PV

——

——

——

——

——



CV

——

——

——

——

——



SV

——

——

——

——

——



EV

6

——

——

——

——



AC

 5

10

16

15

46



PV

——

——

——

——

——



CV

——

——

——

——

——



SV

——

——

——

——

——



EV

6

——

——

——

——

——

——



AC

 5

14

20

15

 0

 9

63



PV

——

——

——

——

——

——

——



CV

——

——

——

——

——

——

——



SV

——

——

——

——

——

——

——



Status Report: Ending Period 2

Task

1

Cumulative Totals



%Complete

Finished



Status Report: Ending Period 3

Task

1

2

3

4

Cumulative Totals



%Complete

Finished

  0%

30%

25%



Status Report: Ending Period 4

Task

1

2

3

4

Cumulative Totals



%Complete

Finished

  0%

50%

50%



Status Report: Ending Period 5

Task

1

2

3

4

Cumulative Totals



%Complete

Finished

50%

60%

70%



Status Report: Ending Period 6

Task

1

2

3

4

Cumulative Totals



%Complete

Finished

50%

80%

Finished



Status Report: Ending Period 7

Task

1

2

3

4

5

6

Cumulative Totals



%Complete

Finished

Finished

Finished

Finished

  0%

50%