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Planview Customer Success Center

Financial Summary PMI Metrics

Note: Must be using Financial Summary for these fields to be meaningful. Must be member of Internal Cost Visibility team to view these fields.

Planview provides a set of out-of-the-box fields to use in conjunction with the financial summary to provide standard metrics based on a project's financials. The fields can be displayed on a project's Details and Additional Details sections, and can be included in reports.

The fields consider values from the project's financial summary as well as the project's % Complete method when performing calculations.

Note that the metrics take into account cost only - revenue is excluded. As a result all calculations use positive values, although the results can be negative.

The following is the list of fields and their definitions.

PMI Metric Field Definition
Actual Cost (AC) Calculated as total Actuals up to the current date, based on financial summary structure rollup/representation
Budget at Completion (BAC) The total project budget (based on financial summary structure rollup/representation)
Cost Performance Index (CPI) Earned Value divided by Actual Cost, based on financial summary structure rollup/representation (a value less than 1 indicates that the project is over budget)
Cost Variance (CV) Earned Value – Actual Cost, based on financial summary structure rollup/representation
Earned Value (EV) The Budget at Completion (based on financial summary structure rollup/representation) multiplied by the % complete of the project
Estimate at Completion (ETC) Calculated based on selected settings. See Setting Up ETC/EAC/NPV Calculations.
Estimate to Complete (EAC) Calculated based on selected settings. See Setting Up ETC/EAC/NPV Calculations.
Net Present Value (NPV)

The difference between the present value of cash inflows and the present value of cash outflows over a period of time given a discount rate.

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Planned Value (PV) The total budgeted amount through the current date, based on financial summary structure rollup/representation
Return On Investment (ROI) (Forecasted Total Revenue – Forecasted Total Cost)/Forecasted Total Cost, expressed as a % and based on the financial summary structure.
Schedule Performance Index (SPI) Earned Value divided by Planned Value, based on financial summary structure rollup/representation (a value less than 1 indicates that the project is running behind schedule)
Schedule Variance (SV) Earned Value – Planned Value, summary structure rollup/representation
To Complete Performance Index (TCPI) (Budget at Completion – Earned Value)/(Budget at Completion – Actual Cost), based on financial summary structure rollup/representation

Example