End User - Edit Task Manager -Earned Value Techniques

Modified on Fri, 25 Sep at 1:09 PM

Earned Value Techniques (EVT) in Cora PPM is the mechanism by which each task (work package) in a project's Gantt schedule is assigned a specific mathematical method for calculating how much budgeted work has actually been earned (the EV, or Earned Value) at any point in time. This is a core part of the Earned Value Management (EVM) module.

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Every task in a project requires an EVT to participate in EVM performance reporting (BCWP, Schedule Variance, Cost Variance, etc.). The EVT determines how the system translates a task's physical progress into a financial/schedule "earned" percentage. Different task types (milestones, fixed-cost activities, materials-only tasks, etc.) are best measured by different techniques.

Available EVT Methods

The system supports twelve distinct techniques (defined as a system-wide enum):

Technique

Description

Percentage Complete (default)

EV follows the task's raw % complete value entered by the project manager

50/50

50% of the budget is earned when the task starts; the remaining 50% when it finishes

0/100

0% earned until the task is fully complete, then 100% earned immediately — used for milestones (zero-duration tasks are only offered this technique)

Units Complete

EV is driven by physical units of material delivered; only valid if the task has only material resources

Apportioned Effort

EV percentage automatically mirrors one or more other "base" tasks selected in the panel; the task inherits the chosen tasks' earned percentage

Level of Effort (LOE)

EV tracks actual time elapsed relative to the schedule; used for support/overhead tasks where effort is time-dependent

XX/YY

A configurable split: XX% is earned at task start, YY% at task finish; XX + YY must equal 100

Incremental (Weighted) Milestones*

EV is earned in discrete steps as internal milestones/activities are completed; requires the task to have an Activity Group assigned

Percent Complete with QBD

EV follows % complete but linked to a Quality Breakdown (QBD); also requires an Activity Group

Weighted Percent Complete (Effort)

EV is a weighted average based on each resource's individual effort contribution

PERT

Uses a probabilistic estimate (optimistic/most likely/pessimistic) for schedule measurement

No Earned Value

The task is excluded from all EVM calculations

*Incremental Milestone (formerly ID 6) is a special system-generated variant — when a task is configured as an incremental milestone child, it is flagged internally and the EVT panel shows only an informational message; the EVT dropdown and action buttons are hidden entirely.*

Where to Find It

  1. Open a project's Gantt view.

  2. Click on any task row to open the Task Manager side panel (or double-click to open the task detail dialog).

  3. In the Task Manager's tab strip, expand the "Earned Value Techniques" tab.

  4. The "Earned Value Technique (EVT):" dropdown and the CANCEL / UPDATE buttons are displayed inside this tab.

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