Click on the Performance Vs. Baseline Performance group of the And Earned Value SSI Analysis Tools ribbon in Microsoft Project Enter c:\SSI_Tools\Class_ExampleEVM.mdb as shown below for the Name and Location for Metrics Records and Reporting Database Set the Project Status Date to 3/31/2015 by and entering the status Project Status Date date on the Project Information form Select for the reporting interval Example for Steps 6 - 8 User Defined Periods Use as the TSV_2015-4-4-5-FiscalCal.csv Defined Periods Table Select the period labeled which starts on 201503 and ends on for the reporting 02/23/2015 03/31/2015 period Click on the form Ok Select Defined Periods Steps Description / to the new database Post Current Period Data Make an report for the project Earned Complete the form Project Earned Value Reporting as shown by the example to the right and click Make EV Report Click the Excel Icon or activate Excel to see the Earned Value report created by SSI Tools Does your report look like this? Adding Subsequent Reporting Periods to the Database Whenever a database contains two or more record Project Performance and Earned Value Reporting sets from the same project, additional reporting options can be selected for Earned Value reports. The database keeps separate record sets for each project and for each project’s reporting periods. Having two or more record sets enables current period as well as cumulative earned value reporting and the Baseline data from the current and prior periods can be inspected for changes. shows planned value, earned value and actual value in the current Cumulative and Current Period EV period by subtracting cumulative values from the prior period from cumulative values in the current period. compares data from the prior reporting period to data from the current reporting Make Change Log period and finds Work Packages, Work Packages and Start Added Deleted Changes to the Baseline date, Finish Date and Baseline Resource Assignment values. Adds, Deletes and Changes are recorded in a change log Excel worksheet that is included with an Earned Value report.
Click Performance Vs. Baseline on the Performance And Earned Value group of the SSI Analysis Tools ribbon in Microsoft Project Enter c:\SSI_Tools\Class_ExampleEVM.mdb as shown below for the Name and Location for Metrics Records and Reporting Database Set the Project Status Date to 3/31/2015 by Project Status Date and entering the status date on the Project Information form Select User Defined Periods for the reporting interval Use TSV_2015-4-4-5-FiscalCal.csv as the Defined Periods Table Select the period labeled 201503 which starts on 02/23/2015 and ends on 03/31/2015 for the reporting period Click Ok on the Select Defined Periods form Example for Steps 6 - 8 Steps Description / Post Current Period Data to the new database Make an Earned report for the project Complete the Project Earned Value Reporting form as shown by the example to the right and click Make EV Report Click the Excel Icon or activate Excel to see the Earned Value report created by SSI Tools Does your report look like this? Adding Subsequent Reporting Periods to the Database Whenever a Project Performance and Earned Value Reporting database contains two or more record sets from the same project, additional reporting options can be selected for Earned Value reports. The database keeps separate record sets for each project and for each project’s reporting periods. Having two or more record sets enables current period as well as cumulative earned value reporting and the Baseline data from the current and prior periods can be inspected for changes. Cumulative and Current Period EV shows planned value, earned value and actual value in the current period by subtracting cumulative values from the prior period from cumulative values in the current period. Make Change Log compares data from the prior reporting period to data from the current reporting period and finds Added Work Packages, Deleted Work Packages and Changes to the Baseline Start date, Finish Date and Baseline Resource Assignment values. Adds, Deletes and Changes are recorded in a change log Excel worksheet that is included with an Earned Value report.
SSI-AnalysisToolsTrainingV12(SSI_EarnedValue).docx