Use this report to determine whether cost versus schedule is improving over time. The vertical axis represents cost (CPI) and the horizontal axis represents schedule (SPI).
If all of the points are in a horizontal line along the center of the graph, then everything is tracking well. If points are above or below the horizontal line, their trend should be that they are moving toward the center line.
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).
For reports that support master projects, if you select a master project in Project Search (<Report> Search dialog box), when the report runs, data for all subprojects related to the selected master project displays on the report.
The cost sets that are used (displayed on the Table Columns tab of the Options dialog box) are from the master project. You don't need to define the cost sets in each subproject. When you run the report, only the classes in the master project for the cost sets you have selected will be retrieved from each subproject. For example, if you select a cost set on the Table Columns tab that includes a budget class, when you run the report, it only retrieves the budget class data from each subproject.
Reports using master projects use the master calendar.
To display the data by project, group by Project on the Sorting/Grouping tab.
You can use the Options dialog box to customize the report. Click
in the Options column to display the Cost vs. Schedule Performance Index
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 Graph tab to create a graph to display on the report.
Use the Table Columns tab to select the cost sets that the project uses to be displayed 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.
You can generate this report from the following areas:
Reports » Cost Analysis » Cost vs. Schedule Performance Index
Review the report procedures (use, modify, edit, format, sort, and archive reports)