The Earned Value component provides pre-configured presets for the standard earned value metrics used in project cost and schedule performance reporting. Rather than manually combining multiple series in a Combo Chart, the Earned Value component knows the relationships between PV, EV, AC, SPI, CPI, BAC, EAC, and ETC and applies them consistently across presets.
Presets
| Preset | Metrics shown |
|---|
| EV Trend | PV, EV, and AC cumulative lines on a single axis. |
| PV-EV-AC | The classic three-curve S-curve view (bar or line per series). |
| CPI-SPI | CPI and SPI performance indices plotted as lines with a 1.0 reference line. |
| Variance | Schedule Variance (SV) and Cost Variance (CV) as bars per period. |
| Forecast | EAC, BAC, and ETC lines with an actual cost area. Highlights the forecast completion cost. |
| Executive | Single KPI summary view: current CPI, SPI, EV%, and EAC in a combined chart-and-card layout. |
Data binding
| Property | Description |
|---|
| Period field | Reporting period or status date dimension. |
| Planned value (PV) | Budgeted cost of work scheduled (BCWS). |
| Earned value (EV) | Budgeted cost of work performed (BCWP). |
| Actual cost (AC) | Actual cost of work performed (ACWP). |
| BAC | Budget at completion. Used for EAC and percentage complete calculations. |
The component automatically computes derived metrics from the bound fields:
| Derived metric | Formula |
|---|
| SV (Schedule Variance) | EV − PV |
| CV (Cost Variance) | EV − AC |
| SPI (Schedule Performance Index) | EV / PV |
| CPI (Cost Performance Index) | EV / AC |
| EAC (Estimate at Completion) | BAC / CPI |
| ETC (Estimate to Complete) | EAC − AC |
| TCPI (To-Complete Performance Index) | (BAC − EV) / (BAC − AC) |
| VAC (Variance at Completion) | BAC − EAC |
Threshold bands
Add coloured threshold bands to CPI/SPI line charts to show performance zones:
| Property | Description |
|---|
| Green threshold | Minimum CPI/SPI value considered on-track (e.g., 0.95). |
| Amber threshold | Minimum CPI/SPI value in the warning zone (e.g., 0.80). |
| Red zone | Below the amber threshold. |
| Band opacity | Transparency of the zone fills (0–100%). |
Multi-level analysis
The component can calculate and display EV metrics at multiple WBS levels simultaneously:
- Set the Group by field to a WBS or phase dimension.
- The component renders one chart per group value or a side-by-side comparison in a grid layout.
- Configure the Comparison level to show how the selected group's performance compares to the project total.
Display options
| Option | Description |
|---|
| Show data date line | Vertical line at the status date. |
| Show forecast zone | Shaded area for the forecast period (beyond the data date). |
| Show BAC line | Horizontal reference at the Budget at Completion value. |
| Cumulative vs. periodic | Switch between cumulative running totals and per-period values. |
| Axis format | Currency, number, or abbreviated (K/M/B). |
| Legend position | Top, bottom, left, right, or hidden. |
Good practice
- Always define the reporting period clearly (monthly or weekly).
- Place the Earned Value component near a short narrative table showing current CPI, SPI, EAC, and the key variance drivers.
- Use the Executive preset for senior stakeholder pages and the PV-EV-AC preset for detailed project control reports.
- When CPI or SPI falls below 0.80, a RAG status flag on a KPI card beside the chart reinforces the message.