Use Cost Analysis reports to view account, work package, and resource variances. You can also identify the variances that exceed the established threshold criteria.
You can use aggregation analysis reports such as the Cost/Schedule Variance report, the Price/Usage Variance report, and the Control Account Analysis bubble chart to view project cost details. Use the two variance reports to view current period and cumulative to date variance information at the Control Account, Work Package, and/or Resource levels where the amounts are expressed in hours, direct, total dollars, and percentages. You can use the Control Account Analysis bubble chart to view cumulative to date variance data.
The Cost Analysis reports category contains the following reports:
Control Account Analysis: Use this report to view cumulative to date variance data. You can view the account, package and resource variances and identify those which exceed established threshold criteria.
Control Account CPI vs. SPI Gauge: Use this report to view the difference in a control account’s CPI and SPI in a graphical manner, with the option of rolling up the values to the project level or for CAs belonging to a CAM.
Control Account Plan (CAP): The CAP report is a combination of the Control Account (CA) and Work Package (WP) columns, with time phased resources below each CA and WP record.
Cost and Schedule Performance Index (CPI-SPI): Analyze how SPI and CPI change over time.
Cost and Schedule Variance (CV-SV): Use this report to analyze the selected criteria’s schedule and cost variance.
Cost and Schedule Variance Percent (CV%-SV%): Use this report to analyze the selected criteria’s schedule and cost variance.
Cost vs Schedule Performance Index (CPI vs SPI): Use this report to determine whether cost versus schedule is improving over time.
Curve: Select criteria and a number of cost sets.
Data Mining (Detail and Summary Reports): Data Mining is helpful to quickly find errors in large data sets. The majority of the rules are looking for poor project management processes such as negative earned value in the current period, or earned value increased with no actual costs, or TCPI greater than CPI. It helps project managers and executives analyze how they are performing and where to improve in their area of business. As a project manager, you can use Data Mining to analyze performance and suggest areas for improvement.
EAC Analysis: Use this report to determine the feasibility of your Estimate at Completion (EAC).
Curve: Use this report to view detailed analysis of how data is spread by cost set within the control accounts and work packages.
Earned Value Histogram: Use this report to analyze data by periods. You can select the criteria that indicates how to subtotal the data and generate a different graph for each subtotal.
Portfolio: Use this report to analyze the total or at complete values by cost set and/or result. You can use the Options dialog box to select the cost sets and results that display in the columns. The report is also useful when analyzing custom cost sets.
Price and Usage Analysis: Use this report to view the current period and cumulative to date variance at the control account, work package and / or resource level. Variance amounts are expressed in hours, direct and total dollars, as well as percentages of same.
Responsibility Assignment Matrix: This report displays costs at the intersection of two code fields, usually the Work Breakdown Structure (WBS) and the Organization Breakdown Structure (OBS). Other code fields may be used, depending on how the project is set up.
Schedule Traceability Dates: Use this report to compare dates between the cost and schedule systems with schedule dates that fall outside the cost dates.
Schedule Traceability Progress: Use this report to compare progress data between the cost and schedule systems with progress data that falls outside the cost progress data.
Schedule Traceability Resources: Use this report to compare the Budget Baseline from Open Plan with the Budgeted Cost of Work Scheduled (BCWS) in Cobra.
Time Phased: Use this report for detailed analysis of how data is spread within the control accounts and work packages and for reporting on hours and direct costs when you want to see the total hours and other selected results for each criteria selected.
Variance Analysis: Use this report to view current period and cumulative-to-date variance at the control account, work package, and/or resource level.
Scheduling a report to run at a certain date/time
Calculated field formulas and descriptions
Review the report procedures (use, modify, edit, format, sort, and archive reports)