Skip to content

EV against Cost Account

Neil WigmoreMember for 21 years 9 months
Created
5
2
0
Does anyone know of a way to report Earned Value against Cost Accounts?

Currently we have multiple expenses against activities with mulitiple cost accounts. It appears that P5 will only allow EV to be calculated at activity level. Our cost system collects actual costs against cost accounts and we need to be able to compare one with the other.

Any suggestions?

5 replies

Oldest first
  1. 0
    Mark Chapman ·
    Hi Neil,

    Resources and Activities are the bottom level and this is where all the calculations start. WBS, OBS and CA are used for reporting levels. So its just the case of chnaging the reports from WBS to CA. If you go to Group you can select CA there.

    I hope this helps and puts you back on track.

    Mark
  2. 0
    Neil Wigmore ·
    Thanks Mark,

    but unfortunately that doesn’t work properly with multiple Cost Accounts. Where an activity has multiple accounts, the summary bands contain multiple accounts as well.

    Using the expense or resource views doesn’t work either as EV is not an available field at that level, only at activity level.

    Any other thoughts?
  3. 0
    Mark Chapman ·
    I would have thought an activity could only have 1 CA. If you are going to use P5 then you will have to break your activities down per CA.

    CA is available against resources.
  4. 0
    Steven Oliver ·
    Neil,

    Earned Value in P3e is computed at activity level from the Performance Percent Complete and the activity budget.

    The best workaround would be to create a User Defined Fields to calculate a Resource Percent Complete and Earned Value from the Resource Budget (or do it in Excel)
  5. 0
    Neil Wigmore ·
    Hi Steve!

    Tried the UDF route as well, but that doesn’t have the desired effect either, due to not being able to set resource fields equal to the value in an activity field. Going to try excel next, but really wanted to avoid doing that as it adds another few steps to the process where errors can appear.

    Primavera have suggested using the SDK, but I think that is one for when we have a bit more time.

    thanks for the input though

Log in or join to reply

ProjectControls.com is free to join. Members can post questions, reply, vote and follow discussions.

Existing members: your original username and password still work. Forgot password?