BCWP and BCWS

[JulieS]

Hi Anna,

I was able to get Task Earned Value information from the Earned Value
Over Time Visual Reports but it requires a bit of tweaking.

To recap:
You have fixed costs added to tasks
You have resources without costs assigned to tasks
You've saved a baseline
You've entered a status date
You've tracked data through the status date.

Choose Report > Visual Reports.
Single click Earned Value over Time Report
Set the appropriate usage data (weeks may be appropriate for the
tracking level)
Click the Edit Template Button to open the Field Picker
Click the Remove All button to remove all fields from the Selected
Fields List

Add back:

Actual Cost
Task AC (which is ACWP)
Task Earned Value (which is BCWP)
Task Planned Value (which is BCWS)
Task SPI (Schedule Performance Index)
Task CPI (Cost Performance Index)

You can also add Task SV, Task SV%, Task CV, Task CV%, Task TCPI as
you wish

Click the Edit Template button to close the field Picker and generate
the report.

Once in Excel, add the Actual Cost to the Sum Values.
Move the Tasks from the Report Filter to the Row Labels
Click the + to expand and see all tasks
Right click on any task name and from the shortcut menu choose "Show
Properties in Report". In the list of properties should be all of the
Task Earned Valued information you added. Choose "Show All
Properties" to add all.

The data in the report should match the timescaled earned value data
you see in the Task Usage view at the task row as of the status date.

You can of course, also just print the Task Usage view with the
additional fields added. If you users do not need the data to
manipulate, I'd most likely just print the Task Usage view with the
fields you'd like added to the right side.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Anna]

Julie,

I will be out of the office all day tomorrow. I will work on this over the
weekend and let you know. I really appreciate you taking the time to work on
this for me. You are a true asset!

 

[JulieS]

Thanks Anna. Let us know how things progress.

Julie

 

[Anna]

Hi Julie,

The data is set up in the database and stored in temporary tables. I found
out that either the OLAP cube or Excel 2007 may not be set-up correctly in
order to read the values in the visual earned value over time report through
the last steps that you provided me.

By any chance, do you know or does someone else know what my excel settings
should be set to or how the cube should read in order to read the values by
editing the report and inserting Actual Costs, Tacks AC, Task CPI, Task
Earned Value, Task Planned value, Task SPI? Please let me know.

 

[JulieS]

Hello Anna,

We'll I've got to say you've lost me. I don't understand "the data is
set up in the database and stored in temporary tables." Did you save
the cube data to Access?

Where did you discover that Excel 2007 may not be set-up correctly?
Can you be more specific? I'm not aware that there are excel specific
settings that you need to set.

When you followed the directions below, what happened?

Julie

 

[Anna]

I was working on MS Project 2007 and trying to convert the information that
you gave me into Excel 2003. I found out yesterday that I needed Excel 2007
in order to pull that information you gave me (Actual Cost, Task AC, etc) to
pull into the Field Picker List. Excel 2007 was installed in my computer
yesterday then it seemed to work. I was able to get the field picker list and
the pivot table. Then I followed the steps that you gave me again.

When I got to the part where you said to right click on any task and choose
show menu, I didn't have that option. The option that I got was to add to
Report Filter, add to ROW Labels and Add to Column Labels.

So I called on a co-worker for support.

 

[Anna]

I figured that I missed something, so we walked through the steps again and
the same thing happened and we were still getting 0 vales. So he started
looking around in temporay files and found where we had data set-up in the
tables but the cube information looked a little strange. He said that it
didn't look like it had all the information in it to read the values
correctly and asked if I could contact you to see if you had any suggestions.

 

[JulieS]

Hi Anna,

Instead of me guessing without seeing the file, if you'd like to, zip
it up and send it to me by email. Send to prjng AT maine.rr.com

I'll take a look.

Julie

 

[JulieS]

Hi Anna,

Were you able to add the Tasks to Row labels in Excel? Were you able
to view the Task properties?

Julie

 

[JulieS]

Hello Anna,

I did receive your file. You have no earned value data on any task
previous to your "Construction" phase because you have no costs
assigned to any task before Construction. Therefore, all earned value
data from task 1 through task 23 is all zero. However, starting at
task 24 "Construction" I was able to show:

Task AC (which is ACWP)
Task Earned Value (which is BCWP)
Task Planned Value (which is BCWS)
Task SPI (Schedule Performance Index)
Task CPI (Cost Performance Index)

in the Excel pivot table report. I also saw the same values at the
Project summary task line.

I'm sending the Excel 2007 file back to you by email.

Try stepping through my instructions again.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

 

[Dean]

Julie, I have a similar problem as Anna, so I am trying your suggestion, but
when I attempt to create a new template, I get the following error:
Excel is Busy, please try again. Excel works file when I use the provided
visual report templats. I am running MS Project Pro 2007 with Excel 2003 via
Citrix. Any idea what might be causing this problem?
Thanks
Dean

 

[JulieS]

Hi Dean,

I'm sorry, I don't. It may be that the place where the templates is
stored is in a place you cannot write to. I'm not familiar with
Citrix. You might try posting some additional information to the
Excel newsgroup, they may be able to assist further.

Also, try reposting you specific details (which operating system,
which template are you trying to edit etc) as a new post. It's likely
this post may be lost in the shuffle.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

Julie, I have a similar problem as Anna, so I am trying your
suggestion, but
when I attempt to create a new template, I get the following error:
Excel is Busy, please try again. Excel works file when I use the
provided
visual report templats. I am running MS Project Pro 2007 with Excel
2003 via
Citrix. Any idea what might be causing this problem?
Thanks
Dean

<snip>

 

[Allan Long]

I'm picking up on an old thread, but I have the same problem that Ann was having in 2008. BCWS and BCWP are showing all zero's in the earned value reports.

However, my file was working fine in April. I've added some tasks and deleted some tasks since then, but I don't think that should affect every instance of these numbers. I had no problem up to now, and I've certainly edited the tasks many times since the project was started.

I am a new user of MS Project 2003 (yes, 2003).

 

[Rohit K]

Is it necessary to have a fixed cost assigned to tasks to get the EV. I have a baseline saved with resource loaded and assigned standard rates per hour and tracked/ updated. When viewing EV cost and schedule indicators my BCWP & BCWS are showing a value of 0 ( table-more views- EV cost & schedule indicators).

Rohit