PRINT EARNED VALUE

Use this screen to print the earned value report for each project node or for a total project. Total budget, ITD budget, ITD actuals, % complete, schedule variances, backlog, and earned value are printed.

Use this screen any time to print the earned value of selected project budgets. To ensure the most current project budgeting data, run the Update Incurred Costs for Project Budgets screen (Projects » Advanced Projects Budgeting » Project Budget and ETC Master) and then the Create PSR Budget Report Tables screen (Projects » Advanced Projects Budgeting » Project Budget and ETC Master) before printing this report.

Primary Grouping

Use the fields in this group box to select the primary grouping for the report.

Group By

Use this drop-down list to select this report's primary grouping. Valid options are:

• Project

• Project Manager

• Owning Organization

Select

Use the options in this group box to select the information that should be included on the report and the sorting order of that information.

Performing Organization

Select this check box to include the earned value by performing organization on the report.

Account

Select this check box to include the earned value by account on the report.

Sort Order

Enter the order in which the performing organization and account will display on the report.

Budget Type

Use the options in this group box to select the budget type for the report.

Baseline

Select this option to print the baseline project budget.

Workplan

Select this option to print the workplan project budget.

Percent Complete

Use the options in this group box to estimate the percent complete.

Enter Optional Percent Complete

Enter up to 100% as the percentage to complete for the selected project budgets.

Select Project

Use the fields in this group box to limit the projects that will be included on the report.

Range

Use this drop-down list to select the range of projects to be included in the report. Valid options are

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the beginning project of the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.

To

Enter, or use to select, the ending project of the range you want to include in the report. If you select All or To End in the Range field, this field will be inactive.

Include Level ____ and below

Identify the highest project level that you want printed on the report. Balances will be rolled up to this project level.

The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter a zero.

Select Performing Organization

Use the fields in this group box to limit the organizations that will be included on the report.

Range

Use this drop-down list to select the range of performing organizations to be included in the report. Valid options are

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the beginning performing organization of the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.

To

Enter, or use to select, the ending performing organization of the range you want to include in the report. If you select All or To End in the Range field, this field will be inactive.

Include Level ____ and below

Identify the highest performing organization level that you want printed on the report. Balances will be rolled up to this organization level.

The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter a zero.

Select Account

Use the fields in this group box to limit which accounts will be included on the report.

Range

Use this drop-down list to select the range of accounts to be included in the report. Valid options are

• All

• One

• Range

• From Beginning

• To End

The default for this field is All.

From

Enter, or use to select, the beginning account of the range you want to include in the report. If you select All or From Beginning in the Range field, this field will be inactive.

To

Enter, or use to select, the ending account of the range you want to include in the report. If you select All or To End in the Range field, this field will be inactive.

Include Level ____ and below

Identify the highest account level that you want printed on the report. Balances will be rolled up to this account level.

The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter a zero.

Report Columns

• Total Budget - The amounts in this column of the report are summarized by account or org from the data in the TOT_BUD_AMT column of the PROJ_BUDGET_SUM table.  The amount shown will include cost and associated burden.

• ITD Budget - This column summarizes, by account or org, the inception-to-date budget up to and including the fiscal year/period/subperiod in the PROJ_BUDGET_SUM table. The fiscal year, period, and subperiod that are in the PROJ_BUDGET_SUM table are determined when you run the Create PSR Budget Report Tables screen (Projects » Advanced Projects Budgeting » Project Budget and ETC Master).

• Incurred Costs - The amounts in this column are the inception-to-date incurred costs. The system gets these amounts from the PROJ_ETC_SUM table. To obtain the most recent incurred costs, you must run the Update Incurred Costs for Project Budgets screen (Projects » Advanced Projects Budgeting » Project Budget and ETC Master) before printing this report.

• Percent Complete - The percentage of completion shown in this column is from the COMPL_RT of the PROJ_ETC_SUM table. The COMPL_RT column is populated by the Revise Estimate to Complete process (Projects » Advanced Projects Budgeting » Project Budget and ETC Master). If the amount in this column is zero, the system will calculate the percentage of completion by dividing the Incurred Costs column by the ITD Budget column.

• ITD Earned Value - The system calculates the value in this column by multiplying the Percent Complete by the ITD Budget amount for the row. 

• Percent Expended - The system calculates this value by dividing the Incurred Costs column by the ITD Budget column. You can compare this percentage to the Percent Complete percentage to evaluate the performance of the project.

• ITD Variance - The system calculates the value in this column by subtracting the inception-to-date Incurred Costs from the ITD Budget amount.  The rows are grouped by account or org, depending on your selection in this screen.

• Inception to Date Scheduled Variance - The system calculates the value in this column by subtracting the ITD Earned Value from the ITD Budget. The rows are grouped by account or org, depending on the your selection in this screen.

• Remaining Effort - The system calculates the value in this column by subtracting the ITD Earned Value from the ITD Budget. The rows are grouped by account or org, depending on the your selection in this screen. This column represents the work remaining on the project

• Backlog - The system calculates the value in this column by subtracting the inception to date costs from the ITD Budget.  This amount represents the remaining budget dollars on the project.  The rows are grouped by account or org, depending on your selection in this screen.

Source Tables

PROJ_ETC_SUM

PROJ_BUDGET_SUM

PROJ_BUDGET_INFO