Review Earned Value Curves

With the proper setup, you can run earned value curve reports to measure and analyze project progress.

Earned Value Report Set Up

InEight Report contains several S-Curve reports for earned value:

• Manhour Curves

• Commodity Curves

• Earned Values

• Earned Values by Percent Complete

These reports show your planned, earned, and actual values on a graph over time.

• Your earned and actual values come from InEight Control.

• The planned values (with their respective dates) must be imported from your schedule.

The workflow below provides more detail on the process for importing your planned schedule values into InEight Report:

I. Set Up Groups for Reporting

Before exporting your schedule data, you’ll need to organize your data into groups so you can report on subsets of your data. You can do this by assigning labels or tags to your activities prior to exporting.

The following table lists the tags/fields used in the InEight software for earned value reports.

TAGS / FIELDS FOR EARNED VALUE

Account Code Commodities Man-Hours Plan Construction Commodity CBS tags 1-25 CBS user defined field 3

Whichever tag you use for grouping your data in InEight, you will need to make the same assignments to the corresponding data in your schedule.

Set up commodity groups in InEight Plan

For reporting on commodities, you need to define your commodities into groups and assign them to your components. Once your components have commodities assigned, you’ll be able to report by those commodity groupings.

Set up the same labels and values for your activities in your schedule (e.g., Primavera P6).

Set up cost item fields

You can use cost item tags or user-defined fields to group your data. For example, you may use CBS tag 3 to specify the discipline for each of your cost items. This would allow you to group by discipline on your earned value reports.

For organizing by discipline, you can use any CBS tag, or CBS user defined field 3.

If you want to change the displayed name of a CBS tag or a CBS user defined field:

Set up account codes

Your organization may use account codes for reporting purposes. An administrator with the right permissions, would stage and publish a set of account codes to assign to your cost items for grouping purposes. Account codes are configured under Master data libraries > Account codes.

II. Configure and Export from Schedule

Set up groups in your schedule

You will need to organize your schedule-related data by the same groups you’re using in the InEight Suite.

If your company uses Primavera P6 for scheduling, you can map whatever groups you use in the InEight Suite (e.g., commodity groups, tags, account codes) to a corresponding tag or label in your schedule.

Load man-hours and commodities into your schedule

Before you export data, your schedule must be “loaded” with commodities (quantities) and hours, so those planned values can be exported to use for earned value reports.

Below are a couple of options you may use to load quantities and hours into your schedule:

Option 1: Import into your schedule from InEight Plan

You may want to take advantage of the component data already in InEight Plan to make it quicker and easier to load man-hours and commodities into your schedule (e.g., Primavera P6 or other scheduling application).

Option 2: Load man-hours and commodities into schedule manually

The scheduler at your company may already work with your estimators to get your man-hours and commodities loaded into your schedule, as this is usually an owners’ requirement to have a man-hours loaded schedule.

Export your data

Once your data is loaded with hours and/or commodities, and assigned groups, you can export the data to a file for importing into InEight Report.

• If using Primavera P6, you can recreate the InEight Report .csv import template so that your data exports already in the proper format for import.

• For other scheduling tools, you can export to an Excel file and then copy it into the .csv import template.

• InEight Report also has a blank worksheet option built into the application you can add your information into manually. 

III. Import Schedule Data

Both the .csv template and the blank worksheet are accessed from the Report > Schedules tab, by clicking the Import icon.

When you import or select the worksheet, you will be prompted to fill out some key information for building your earned value reports. This includes selecting the data group to use:

Both the .csv template and blank worksheet have a specific format that must be followed as shown below:

Activity ID	Units	Dates
Based on the data group you selected (e.g., account code), these will be the values assigned to your schedule activities.	The import must follow this format of Cum Remaining Early, Cum Remaining Late and Cum Actual.	Dates must be daily. The values you enter will either be the cumulative man-hours for the activity ID or the cumulative quantities (if using the Plan Construction Commodity label).

IV. Run Earned Value Reports

With your schedule planned values imported, you can now run reports to compare them to your earned and actual values.

Follow these steps to run a report:

The report will include data based on the parameters you selected in the report properties.

• It will include the planned values imported from the Schedule Import file.

• Earned and actual values on the report come from InEight Control.

If the report you are running is one you plan to use regularly, you may want to click Save the view. Once you save the format of the view, it can be viewed and/or updated on the My Views tab.

If your company is looking for reports other than those shown within InEight Report, contact your Project Delivery team for further information on using APIs for building your own reports/dashboards in PowerBI.

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