EVM Report

Location on ribbon: Tab DVD Cons → Group Schedule → Menu Reports & Snapshot

Command ID: btnEvmReport

PRO feature

This command is part of the PRO plan. STANDARD accounts activated before 01/07/2026 keep access until their licence expires; other Standard accounts get an upgrade prompt when they click it.

What it does

Runs an Earned Value Management analysis from three things already on the schedule sheet: each activity's budget (BAC), actual cost (AC) and percent complete. It writes a new sheet with the standard PMI metric table plus a three-line S-curve chart (PV / EV / AC). Use it when you have to answer the owner's classic questions: are we behind or ahead, are we over or under budget, and what will this package finally cost.

How to use

1. Open a schedule sheet that has the BAC column (column N in the 20-column template). If it is missing, run Upgrade Sheet in the Setup group first.
2. Fill in actual cost (AC) and bring percent complete up to your data date.
3. Go to Tab DVD Cons → group Schedule → menu Reports & Snapshot → click EVM Report.
4. The command runs immediately — no dialog. A new report sheet is created and activated.
5. Read the metric table: BAC, PV, EV, AC, SV, CV, SPI, CPI, EAC, ETC, VAC. SPI/CPI cells are colour-coded green when ≥ 1, yellow between 0.9 and 1, red below 0.9.
6. Scroll down for the weekly cumulative table and the S-curve chart: PV as a blue dashed line, EV in green, AC in red.

Example

Superstructure package on an apartment project, total BAC 12.5 bn VND, data date end of June:

Metric	Value	Meaning
BAC	12.50 bn	Total package budget
PV	7.20 bn	Planned value at the data date
EV	6.48 bn	Value actually earned
AC	7.10 bn	Money actually spent
SPI	0.90	Yellow cell — roughly 10% behind
CPI	0.91	Red cell — running over budget
EAC	13.73 bn	Forecast cost at completion

The S-curve shows EV separating from PV in week 9 — exactly when rebar deliveries slipped, which is enough evidence for the delay notification letter.

Notes

• The BAC column is mandatory; without it the command cannot compute and reports an error.
• If AC is left empty, CPI, CV and EAC are meaningless — only the schedule side (SPI/SV) can be trusted.
• EV is derived from percent complete, so update status before running to keep the report tied to your data date.
• Each run regenerates the report; Ctrl+Z will not undo the created sheet and chart.
• The S-curve is a native Excel chart — you can restyle it, retitle it or paste it into Word/PowerPoint.

Related

• Variance Dashboard — folds EVM and schedule variance into one management page.
• Cash-flow — spreads the same BAC over time for disbursement planning.
• Update Status — refresh percent complete before EV is calculated.
• Snapshot — store this week's SPI/CPI so trends can be tracked later.