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CAPM/PMP Exam: Key Formulas Explained

The document outlines important formulas used in Earned Value Analysis including Budget at Completion, Planned Value, Earned Value, Actual Cost, Cost Variance, Schedule Variance, Cost Performance Index, Schedule Performance Index, Estimate at Completion, Estimate to Complete, Variance at Completion, Cumulative CPI, and To-Complete Performance Index. Definitions are provided for each formula.

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0% found this document useful (0 votes)
32 views3 pages

CAPM/PMP Exam: Key Formulas Explained

The document outlines important formulas used in Earned Value Analysis including Budget at Completion, Planned Value, Earned Value, Actual Cost, Cost Variance, Schedule Variance, Cost Performance Index, Schedule Performance Index, Estimate at Completion, Estimate to Complete, Variance at Completion, Cumulative CPI, and To-Complete Performance Index. Definitions are provided for each formula.

Uploaded by

frankhlam
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© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd

CAPM/PMP Test Prep

Important Formulas

 Earned Value Analysis - EVA compares the performance measurement baseline to the
actual schedule and cost performance.
 Combines variables of cost and time
 Compares tasks actually completed with original plan
 Provides performance indexes to gauge progress
 Performed at any point in time
 Attributes frequently added to a graph to provide a graphical representation of
data

 Budget at Completion – BAC is the sum of all budgets established for the work to
be performed

 Planned Value – PV is the authorized budget assigned to scheduled work.


 PV is how much work was planned for this point in time
 PV is expressed in dollars
 PV = Planned % Complete x BAC
 Planned % Complete is the amount of time spent compared to estimated
time needed

 Earned Value – EV is the measure of work performed expressed in terms of the


budget authorized for that work
 Based on the assumption that as work is completed on the project you are
adding value.
 EV is expressed in dollars
 EV = Actual % Complete x BAC
 Actual % Complete is the percentage of work completed relative to total
work to be completed.

 Actual Cost – AC is the realized cost incurred for the work performed on an
activity during a specific time period.
 AC is simply total amount that has actually been spent up to that point

 Cost Variance – CV is the amount of budget surplus of deficit at a given point in


time, expressed as the difference between the earned value and actual cost.
 CV is how much actual cost varies from planned cost.
 CV = EV – AC
 Positive is under budget
 Negative is over budget
 Schedule Variance – SV is a measure of schedule performance expressed as the
difference between the Earned Value and the Planned Value
 SV is how much our schedule differs from plan.
 SV = EV – PV
 Positive is ahead of schedule
 Negative is behind schedule

 Cost Performance Index – CPI is a measure of the cost efficiency of budgeted


resources expressed as the ratio of earned value to actual cost.
 CPI = EV/AC
 Greater than 1, under budget
 Less than 1, over budget

 Schedule Performance Index – SPI is a measure of schedule efficiency expressed


as the ratio of earned value to planned value.
 SPI indicates how fast the project is progressing compared to plan
 SPI = EV/PV
 Greater than 1, ahead of schedule
 Less than 1, behind schedule

 Estimate at Completion – EAC is the expected total cost of completing all work
expressed as the sum of the actual cost to date and the estimate to complete.
 EAC is the amount we expect the project to cost relative to cost and schedule
 EAC = BAC/CPI

 Estimate to Complete – ETC is the expected cost to finish all of the remaining
project work from this point to the end of project
 ETC = EAC – AC

 Variance at Completion – VAC is a projection of the amount of budget deficit or


surplus expressed as the difference between the budget at completion and the estimate
at completion.
 VAC us the difference of what we originally budgeted and what we expect to
spend
 VAC = BAC – EAC
 Positive is currently under budget
 Negative is currently over budget

 Cumulative CPI – CPIC is the CPI for all EVs and ACs across all periods
 CPIC – Evs/ACs (all EVs and ACs across all periods)
 Greater than 1, under budget
 Less than 1, over budget
 To-Complete Performance Index – TCPI is a measure of the cost performance
that is required to be achieved with the remaining resources in order to meet a
specified management goal, expressed as the ratio of the cost to finish the outstanding
work to the remaining budget.
 TCPI = (BAC – EV)/(BAC – AC)

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