Schedule Traceability Progress Report Overview

Use the Schedule Traceability Progress report to compare progress data between the cost and schedule systems with progress data that falls outside the cost progress data. Differences in progress data are highlighted in red.

Conditions Under Which Progress is Highlighted

• If the Schedule Actual Start date is less than the Cost Actual Start date.

• If the Schedule Actual Start date is blank and the Cost Actual Start date is not blank.

• If the Schedule Actual Start date is not blank and the Cost Actual Start date is blank.

How % Complete is Highlighted

It is very difficult to compare the actual % complete due to the various EVTs and the difference in the calculation of Earned Value in the schedule. Differences in the % complete are highlighted only when one has value and the other does not. For example:

• When one group level progress column is at 100% and the other is not, that progress pair is highlighted.

• When one group level progress column is at 0% and the other is not, that progress pair is highlighted.

• When the detail level schedule progress column is not 0% but the paired cost progress column is at 0%, that pair is highlighted.

Filtering the Data

You can specify either specific records or criteria when you define the filter that the system uses when creating the report. Click in the Selection column to display the Control Account Search Dialog Box.

For more information, see Modify Standard Reports and Specifying Criteria vs. Specific Records (Values).

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Schedule Traceability Progress Options dialog box which includes the following tabs:

• Use the General tab to rename a report and select workflow to display.

• Use the Sorting/Grouping tab to specify the sequence in which data displays on the report.

• Use the Layout tab to set the font, margins, orientation, page size, and other formatting options for the report.

All tabs on the Options dialog box share some common options and buttons.

Generate the Report

You can generate this report from the following areas:

• Reports » Cost Analysis » » Schedule Traceability Progress

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Review the report procedures (use, modify, edit, format, sort, and archive reports)

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