Control Account CPI and SPI Report Overview

Use the Control Account Cost Performance Index (CPI) and Schedule Performance Index (SPI) 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.

You can create a gauge report for individual control accounts or a list of several control accounts. You can also create a gauge report for aggregated control accounts belonging to a CAM or a project.

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).

Master Projects

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.

Report Options

You can use the Options dialog box to customize the report. Click in the Options column to display the Control Account CPI and SPI Options dialog box which includes the following tabs:

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

Report Layout

The header portion displays the title of the report, Control Account CPI and SPI. On the right side of the header is a date and time stamp for the report. Below the header are labels that shows information about the report parameters such as the project that is used and the status date.

The group label changes depending on the grouping selected. Markers display the range of values — the lower limit is 0.8 and the upper limit is 1.2. The color banding is based on the project settings. If color banding is turned off, the range is not available.

An arrow displays the CPI or SPI value.

The report table displays data related to the gauges and includes three columns from the control account and work package table (Budget, Actuals, and Earned) as well as CPI and SPI columns.

If the Display control account list check box is selected on the General tab, a list of control accounts with their respective CPI and SPI values displays.

Generate the Report

You can generate this report from the following areas:

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


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