Earned Value Performance Dashboard

Who is this product designed for? Project managers, planners, cost controllers, PMO and portfolio leaders and sponsors who need cost and schedule performance and forecasts in one view.

What are PV, EV and AC? Planned value is the budgeted value of work scheduled to date; earned value is the budgeted value of work actually completed; actual cost is what that completed work cost.

How are CPI and SPI calculated? CPI = EV ÷ AC and SPI = EV ÷ PV. For a portfolio they are ΣEV ÷ ΣAC and ΣEV ÷ ΣPV - project indices are never averaged.

Which EAC formulas are included? BAC ÷ CPI; AC + (BAC − EV); AC + (BAC − EV) ÷ (CPI × SPI); AC + bottom-up ETC; plus an approved EAC override. Methods 1 and 3 fall back to method 2 when an index is undefined, and method 4 falls back to method 1 when no bottom-up ETC exists.

Which EAC method should I select? Match the method to your belief about the remaining work: method 1 if current efficiency will continue, method 2 only if past variance was a one-off that has been fixed, method 3 for late projects where cost and schedule pressure persist, and method 4 after a credible re-plan. "Project Default" lets each project use its own method or approved override.

What is TCPI? The to-complete performance index: the cost efficiency the remaining work must achieve to finish at BAC, (BAC − EV) ÷ (BAC − AC), or at the selected EAC, (BAC − EV) ÷ (EAC − AC). Above 1.10 is labelled High Risk by default.

Can I analyse several projects? Yes. The workbook is pre-wired for 40 projects, 5,000 EVM rows, 500 milestones and 300 actions, with filters for project, program, region, project manager and contract type.

Can different currencies be used? Yes. Each project has a currency and an FX rate to the base currency; all monetary values are converted before any sum, and a base-currency mismatch is flagged.

Does the workbook accept period and cumulative values?Yes - choose Cumulative or Period mode on the input sheet. In Period mode cumulative values are built by summing period values. Mixed or inconsistent rows are flagged, not silently used.

Is only one Excel sheet used for input? Yes. All recurring data goes into EVM_Input (four clearly separated Excel Tables). The other three sheets are formulas and guidance.

Can Excel data be uploaded into the HTML app? Yes. Upload the blank template, the workbook itself (EVM_Input is read directly) or CSV files. The app validates sheet names, headers, IDs, dates, currencies, numbers, duplicates, decreasing cumulative values, mixed data and values above budget, shows a preview with row-level errors, and imports nothing until validation passes.

Are macros required? No. The workbook has no VBA; the HTML app is a single offline file.

Which Excel versions were tested? The workbook is designed for Excel 2016 or later (Windows and Mac, including Microsoft 365) and uses only long-standing functions. Every formula was recalculated and verified with LibreOffice during the build, with zero formula errors; it was not opened in each desktop Excel version, so please confirm on yours.

Can the branding and thresholds be customized? Yes. Replace the logo images, change theme colours, and edit CPI/SPI and TCPI thresholds on the control panel or per project.

Is the sample data real? No. Northstar Infrastructure Solutions, its projects, people and figures are fictional and illustrative.

Does the tool replace professional cost-control judgment? No. EVM outputs depend on baseline quality, progress-measurement rules and source-data accuracy. The toolkit supports - it does not replace - professional judgment.

What guidance is included? A Start Here sheet, a premium PDF guide, presenter notes on every content slide, an in-app help line on every view, and a Power BI build and verification guide.