EVM Report

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

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, add a column headed BAC (or Budget / Dự toán) to the header row, or start from Gantt Tpl — the old Upgrade Sheet button is no longer on the ribbon.
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 → click EVM Report.
4. An Excel input box asks for the Status Date for EVM analysis (dd/mm/yyyy) (pre-filled with the data date stored in the workbook, today if none) → OK. A new report sheet EVM Report + date (yyyy-MM-dd) 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.

Video tutorial

Narrated in Vietnamese, with Vietnamese subtitles. Báo cáo EVM · 7 min 27 s · 10 cases · Download the video · Practice workbook for the video

Chapters (14)

1. Giới thiệu
2. Mở lệnh
3. 1 · Báo cáo đầu tiên
4. 2 · PV được tính thế nào
5. 3 · Đọc các chỉ số
6. 4 · Tên cột và đơn vị tiền
7. 5 · Bảng có dòng tổng
8. 6 · Dòng không được tính
9. 7 · Cột % và ngày thực tế
10. 8 · Đo theo baseline
11. 9 · Chạy lại mỗi tuần
12. 10 · Khi có lỗi
13. Mẹo
14. Kết thúc

Illustrated walkthrough

Practice

Download this command's sample workbook — the data matches the pictures below (sheet Schedule), so you can follow each step right away.

Step 1. On the schedule sheet, update Complete (%) (1) and the actual cost AC up to the cut-off date; the BAC column (2) holds each activity's budget (no BAC column yet? add a BAC column to the table first).

Step 2. On the ribbon, open the DVD Cons tab → Schedule group → open Reports → choose EVM Report.

Step 3. Excel asks for a date in the EVM Report box: Status Date for EVM analysis (dd/mm/yyyy): — the box is pre-filled with the data date stored in the file (today if none). Type 28/09/2026 and click OK; the date is saved as the shared data date for the other schedule reports.

Step 4. The add-in creates the EVM Report 2026-09-28 sheet with 11 metrics: SPI 0.87 in red (< 0.9), CPI 0.93 in yellow (0.9–1) (1); EAC / ETC / VAC forecast the cost at completion (2). The PV / EV / AC S-curve chart sits to the right of the table (from column F) and the weekly cumulative table starts at row 18. A message box sums up the figures and says whether PV follows a baseline or the current Start/Finish.

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	Yellow cell — about 9% 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

• Measured against the baseline: when this sheet has a baseline, the plan comes from the current baseline (matched by Activity ID) instead of the current Start/Finish — CPM moves Start/Finish with the actuals, so measured against them delays "vanish" (a task started 10 days late still looks on time). Rows without an ID or missing from the baseline keep using the current Start/Finish. EVM PV follows the same convention as the Schedule % column of Update Status (calendar days).
• Shared data date: the date prompt is pre-filled with the data date stored in the workbook (name dvdDataDate, today if none) and saves the date you pick — the other schedule reports (EVM, Variance, Health Check, Lookahead, Snapshot, Update Status, Recovery) share it, so weekly reports no longer drift apart.
• 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 creates a new report sheet ( (2), (3)… on a name clash) rather than overwriting the old one; 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.