Performance Analyzer Formulas. Assumptions. Current Month Adjustments

Transcription

1 User's Guide for PA for Windows Error! No text of specified style in document. 1 Performance Analyzer Formulas Assumptions Current Month Adjustments Current Period values (BCWS, BCWP, ACWP) are derived by subtracting prior month cumulative values from current month cumulative values. The derived current period values for BCWS, BCWP, and ACWP are then used in the following formulas: three month EAC, six month EAC, current CPI EAC, linear regression EAC, and schedule variance in weeks. Your paper CPR current-month values may contain adjustments due to accounting corrections, or mistakes (which should be explained in your Format 5). Therefore, the current period values from your CPR may not match the current-period values derived by PA.

2 2 Error! No text of specified style in document. User's Guide for PA for Windows Management Reserve Users have the option to specify (in the Recalculation Module) whether forecasts at complete and calculations such as % complete, % spent, % schedule, and tocomplete performance indices are generated at completion can be performed at the total contract level (e.g., PMB + MR) or at the PMB (without MR). When forecasts are generated at the total contract level it is assumed that MR will be consumed in accordance with prior performance. If forecasts are generated at the PMB it is assumed that MR will not be automatically consumed. If you wish to identify utilization of MR you may input the MR usage in the SPO input screen.

3 User's Guide for PA for Windows Error! No text of specified style in document. 3 Sum Yes Vs Sum No PA will generate forecasts for each element (all levels) independently or generate forecasts at the lowest level and summarize the lowest levels up the WBS/Functional tree. When sum forecast is set to "YES", and you recalculate your data, you will not be able to use the forecasts in this Appendix to calculate the values for summary level elements. There are three cases below that illustrate the different values that can be generated based on the sum forecast "YES" or "NO". Note that in these cases the differences between sum forecast "YES" and "NO" range from 11.64% to -9.60% All of the cases assume that element 5100 and 5200 are children of element Elements 5100 and 5200 are also lowest level elements. The formula used to calculate the EACs in the cases is EAC = /CPI.

4 4 Error! No text of specified style in document. User's Guide for PA for Windows Analysis Formulas Current 1. Current Period Schedule Variance $ = BCWP (CUR) - BCWS (CUR) 2. Current Period Schedule Variance % = Schedule Variance (CUR) BCWS (CUR) 3. Current Period SPI = BCWP (CUR) BCWS (CUR) 4. Current Period Cost Variance $ = BCWP (CUR) - ACWP (CUR) 5. Current Period Cost Variance % = Cost Variance (CUR) BCWP (CUR) 6. Current Period CPI = BCWP (CUR) ACWP (CUR)

5 User's Guide for PA for Windows Error! No text of specified style in document. 5 Cumulative 1. Cumulative Schedule Variance $ = - 2. Cumulative Schedule Variance % = Schedule Variance (CUM) 3. Cumulative SPI = 4. Cumulative Cost Variance $ = - 5. Cumulative Cost Variance % = Cost Variance (CUM) 6. Cumulative CPI =

6 6 Error! No text of specified style in document. User's Guide for PA for Windows Completion 1. To Complete Performance Index () - Management Reserve - - Management Reserve To Complete Performance Index (LRE) - Management Reserve - LRE - Management Reserve LRE - - LRE - 3. Contractor Variance-At-Completion (VAC) $ = - LRE 4. Contractor Variance-At-Completion (VAC) % = - LRE 5. % Scheduled () -MR 6. % Complete () = - MR 7. % Spent () - MR 8. Schedule Slip in Weeks = $SV (CUM) 3 Month Average of (CUR) BCWS $ 4.3

7 User's Guide for PA for Windows Error! No text of specified style in document. 7 Other Formulas 1. % Spent (LRE) LRE - MR (Other Level) = LRE 2. MR as % Budgeted Cost of Work Remaining (BCWR) = MR - BCWP 3. Tolerance Band High = 4. Tolerance Band Low = ( BCWP ( ACWP ) BCWP ) 100 ( BCWP ( ACWP ) + BCWP )