Earned Value Management (EVM)

earned-value-management1.xlsx

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Report

[Project Title]	[Company Name / Logo]
Earned Value Analysis Report
Earned Value Management Template
Prepared By:	[Manager's Name]	© 2012-2017 Vertex42 LLC
Date:	[Report Date]
[42]
For Period:	Week 7
Summary:
[Use this space to write a brief summary or to record specific observations or notes]
Planned Value (PV) or Budgeted Cost of Work Scheduled (BCWS)
WBS Vertex42: Work Breakdown Structure (WBS)	Task Name	TBC Vertex42: Total Budgeted Cost (TBC)	1	2	3	4	5	6	7	8	9	10	11	12	← You can change the labels for the periods (e.g. Week 1/2/3, Jan/Feb/Mar, etc.)
1.1	Task 1	3500	1000	500	2000	← Enter or edit values in the light-blue cells.
1.2	Task 2	4200	500	800	900	2000
1.3	Task 3	4500	700	2000	1000	800
1.4	Task 4	3300	200	600	1000	1500
1.5	Task 5	3000	700	500	1000	800
1.6	Task 6	6700	700	2000	1000	2000	1000
0
0
0
0
0
0
Insert new rows above this one	← To add more tasks, insert rows above this one. You can or delete this row after you are done adding tasks.
Total Budgeted Cost	25200	1000	1000	3700	3500	4700	2800	1000	1500	2000	1000	2000	1000
Cumulative Planned Value (PV)	1000	2000	5700	9200	13900	16700	17700	19200	21200	22200	24200	25200
Actual Cost and Earned Value
Cumulative Actual Cost (AC)	800	1950	4550	6550	10800	13600	14500	← Enter the Actual Costs as calculated from the AC worksheet.
Cumulative Earned Value (EV)	525	2800	5885	7820	9725	15170	20770	← Enter the Earned Value as calculated from the EV worksheet.
Project Performance Metrics
Cost Variance (CV = EV - AC)	-275	850	1335	1270	-1075	1570	6270	-	-	-	-	-
Schedule Variance (SV = EV - PV)	-475	800	185	-1380	-4175	-1530	3070	-	-	-	-	-
Cost Performance Index (CPI = EV/AC)	0.66	1.44	1.29	1.19	0.90	1.12	1.43	-	-	-	-	-
Schedule Performance Index (SPI = EV/PV)	0.53	1.40	1.03	0.85	0.70	0.91	1.17	-	-	-	-	-
Estimated Cost at Completion (EAC)	38400	17550	19483	21107	27986	22592	17593	-	-	-	-	-

Planned Value (PV) 1 2 3 4 5 6 7 8 9 10 11 12 1000 2000 5700 9200 13900 16700 17700 19200 21200 22200 24200 25200 Earned Value (EV) 1 2 3 4 5 6 7 8 9 10 11 12 525 2800 5885 7820 9725 15170 20770 Actual Cost (AC) 1 2 3 4 5 6 7 8 9 10 11 12 800 1950 4550 6550 10800 13600 14500

Period

https://www.vertex42.com/ExcelTemplates/earned-value-management.html

EV

Earned Value Worksheet
This worksheet is used to help calculate the Earned Value (EV) or Budgeted Cost of Work Performed (BCWP).	Earned Value Management Template
Make sure that the WBS, Task Name, and TBC are identical to the table in the Report worksheet.	© 2012-2017 Vertex42 LLC
Enter the % Complete for each task to calculate the cumulative earned value.
Cumulative Earned Value (EV)
WBS	Task Name	TBC	Wk 1	Wk 2	Wk 3	Wk 4	Wk 5	Wk 6	Wk 7	Wk 8	Wk 9	Wk 10	Wk 11	Wk 12
1.1	Task 1	3500	15%	50%	100%	100%	100%	100%	100%
1.2	Task 2	4200	25%	30%	60%	75%	90%	100%
1.3	Task 3	4500	25%	40%	50%	100%	100%
1.4	Task 4	3300	25%	80%	90%
1.5	Task 5	3000	25%	75%
1.6	Task 6	6700	50%
-	-	0
-	-	0
-	-	0
-	-	0
-	-	0
-	-	0
Insert new rows above this one
Cumulative EV	525	2800	5885	7820	9725	15170	20770	0	0	0	0	0

https://www.vertex42.com/ExcelTemplates/earned-value-management.html

AC

Actual Cost Worksheet
Use this worksheet to help calculate the Actual Cost (AC) of Work Performed (ACWP) by entering the costs incurred each period.	Earned Value Management Template
Make sure that the WBS, Task Name, and TBC are identical to the table in the Report worksheet.	© 2012-2017 Vertex42 LLC
Transfer the Cumulative Actual Cost to the Report worksheet.
Actual Cost (AC) of Work Performed
WBS	Task Name	Wk 1	Wk 2	Wk 3	Wk 4	Wk 5	Wk 6	Wk 7	Wk 8	Wk 9	Wk 10	Wk 11	Wk 12
1.1	Task 1	800	250	1500
1.2	Task 2	900	700	1200	1700
1.3	Task 3	300	300	1250	1500
1.4	Task 4	100	500	900	700	400
1.5	Task 5	400	600	500
1.6	Task 6
-	-
-	-
-	-
-	-
-	-
-	-
Insert new rows above this one
Total Actual Cost	800	1150	2600	2000	4250	2800	900	0	0	0	0	0
Cumulative Actual Cost (AC)	800	1950	4550	6550	10800	13600	14500	14500	14500	14500	14500	14500

https://www.vertex42.com/ExcelTemplates/earned-value-management.html

©

Earned Value Management (EVM) Template

By Vertex42.com

https://www.vertex42.com/ExcelTemplates/critical-path-method.html

This spreadsheet, including all worksheets and associated content is a copyrighted work under the United States and other copyright laws.

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Do not delete this worksheet.

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