PRINT EARNED VALUE REPORT
Use this screen to print the earned value report for each project node or for a total project. Total budget, ITD budget, ITD actuals, % complete, schedule variances, backlog, and earned value are printed.
Use this screen any time to print the earned value of selected project budgets. To ensure the most current project budgeting data, run the Update Incurred Costs for Project Budgets screen and then the Create PSR Budget Report Tables screen before printing this report.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use these fields to limit the projects that are included on the report.
Projects
Option
Use this drop-down list to select the range of projects to be included in the report. Valid options are
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All
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One
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Range
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From Beginning
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To End
The default for this field is All.
Start
Enter, or click 
to select, the beginning project of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending project of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.
Performing Organizations
Use these fields to limit the organizations that are included on the report.
Option
Use this drop-down list to select the range of performing organizations to be included in the report. Valid options are
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All
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One
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Range
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From Beginning
-
To End
The default for this field is All.
Start
Enter, or click to select, the beginning performing organization of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending performing organization of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.
Accounts
Use these fields to limit which accounts are included on the report.
Option
Use this drop-down list to select the range of accounts to be included in the report. Valid options are
-
All
-
One
-
Range
-
From Beginning
-
To End
The default for this field is All.
Start
Enter, or click to select, the beginning account of the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending account of the range you want to include in the report. If you select All or To End in the Option field, this field is inactive.
Sort By
Use these fields to select the primary grouping for the report.
Group By
Use this drop-down list to select this report's primary grouping. Valid options are:
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Project
-
Project Manager
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Owning Organization
1st Sort
Use the drop-down list to select the report's primary sort. Selections are:
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Performing Organization
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Account
2nd Sort
Use the drop-down list to select the report's secondary sort. Selections are:
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Performing Organization
-
Account
Options
Include
Project Level
Identify the highest project level that you want printed on the report. Balances are rolled up to this project level.
The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter a zero.
Performing Organization Level
Identify the highest performing organization level that you want printed on the report. Balances are rolled up to this organization level.
The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter a zero.
Account Level
Identify the highest account level that you want printed on the report. Balances are rolled up to this account level.
The larger the number entered here, the greater the level of detail included in the report; to show all levels of detail, enter a zero.
Budget Type
Use the options in this group box to select the budget type for the report.
Baseline
Select this option to print the baseline project budget.
Workplan
Select this option to print the workplan project budget.
Percent Complete
Use the options in this group box to estimate the percent complete.
Optional Percent Complete
Enter a maximum of 100% as the percentage to complete for the selected project budgets.
Report Columns
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Total Budget — The amounts in this column of the report are summarized by account or organization from the data in the TOT_BUD_AMT column of the PROJ_BUDGET_SUM table. The amount shown includes cost and associated burden.
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ITD Budget — This column summarizes, by account or organization, the inception-to-date budget up to and including the fiscal year/period/subperiod in the PROJ_BUDGET_SUM table. The fiscal year, period, and subperiod that are in the PROJ_BUDGET_SUM table are determined when you run the Create PSR Budget Report Tables screen.
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Incurred Costs — The amounts in this column are the inception-to-date incurred costs. Costpoint gets these amounts from the PROJ_ETC_SUM table. To obtain the most recent incurred costs, you must run the Update Incurred Costs for Project Budgets screen before printing this report.
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Percent Complete — The percentage of completion shown in this column is from the COMPL_RT of the PROJ_ETC_SUM table. The COMPL_RT column is populated by the Compute Estimate-to-Complete process. If the amount in this column is zero, Costpoint calculates the percentage of completion by dividing the Incurred Costs column by the ITD Budget column.
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ITD Earned Value — Costpoint calculates the value in this column by multiplying the Percent Complete by the ITD Budget amount for the row.
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Percent Expended — Costpoint calculates this value by dividing the Incurred Costs column by the ITD Budget column. You can compare this percentage to the Percent Complete percentage to evaluate the performance of the project.
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ITD Variance — Costpoint calculates the value in this column by subtracting the inception-to-date Incurred Costs from the ITD Budget amount. The rows are grouped by account or organization, depending on your selection in this screen.
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Inception to Date Scheduled Variance — Costpoint calculates the value in this column by subtracting the ITD Earned Value from the ITD Budget. The rows are grouped by account or organization, depending on the your selection in this screen.
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Remaining Effort — Costpoint calculates the value in this column by subtracting the ITD Earned Value from the ITD Budget. The rows are grouped by account or organization, depending on the your selection in this screen. This column represents the work remaining on the project
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Backlog — Costpoint calculates the value in this column by subtracting the inception to date costs from the ITD Budget. This amount represents the remaining budget dollars on the project. The rows are grouped by account or organization, depending on your selection in this screen.