SSI Tools for Microsoft Project

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Baseline Execution Index (DCMA Point 14 - "BEI" Assessment)

SSI Tools Counts:
The ratio of the total number of tasks that should be complete, through the project status date, per baseline finish dates vs. the the total number of tasks that did actually complete.  Therefore, if 100 tasks should be complete by the status date and 95 tasks actually finished by the same date, BEI = .95.  If 105 tasks finished and 100 should have finished, BEI would be 1.05.  The Pass threshold for this assessment is a BEI greater than .95 (95% of the projects tasks finished on time through the status date).
 
From DCMA-EA PAM 200.1 Paragraph 4.14 and 3.1.2.4
The Baseline Execution Index (BEI) metric is an IMS-based metric that calculates the efficiency with which tasks have been accomplished when measured against the baseline tasks. In other words, it is a measure of task throughput. The BEI provides insight into the realism of program cost, resource, and schedule estimates. It compares the cumulative number of tasks completed to the cumulative number of tasks with a baseline finish date on or before the current reporting period. BEI does not provide insight into tasks completed early or late (before or after the baseline finish date), as long as the task was completed prior to time now. See the Hit Task Percentage metric below for further insight into on-time performance. If the contractor completes more tasks than planned, then the BEI will be higher than 1.00 reflecting a higher task throughput than planned. Tasks missing baseline finish dates are included in the denominator. A BEI less than 0.95 should be considered a flag and requires additional investigation. The BEI is calculated as follows:
 
BEIcum = Total # of Tasks Complete Total / # of Tasks Completed Before Now +Total # of Tasks Missing Baseline Finish Date.
 
The BEI is always compared against the Hit Task Percentage. The Hit Task Percentage is a metric that measures the number of tasks completed early or on time to the number of tasks with a baseline finish date within a given fiscal month. This metric can never exceed a value of 1, since the metric assesses the status of tasks with a base finish date within a single fiscal month. The following are definitions to become familiar with when calculating the BEI metric:
 
• Total Tasks: The total number of tasks with detail level work associated to them
• Baseline Count: The number of tasks with a baseline finish date on or before the reporting period end
 
Begin by exporting or copying the IMS data to an MS Excel Worksheet. Include the Unique ID, Task Name, EV Method, Duration, Summary, Actual Finish, Baseline Finish and Finish Variance fields from the IMS file. Employ the following steps:
 
1. Filter out Level of Effort (LOE) tasks, summary tasks, and zero duration tasks (milestones).
2. Filter the Baseline Finish data to include only dates up to the current reporting period of the IMS.
3. Subtotal the number of tasks as the “Baseline Count”.
4. Undo the filter on Baseline Finish.
5. Filter the Actual Finish data to include only dates up to the current reporting period of the IMS.
6. Subtotal the number of tasks as the “Total number of tasks completed”.
7. Undo the filter on Actual Finish.
8. Divide the “Total number of tasks completed” by the “Baseline Count” to get the BEI value.
 
The Hit Task Percentage is calculated as follows: Hit Task %=Total # of tasks complete on or before task baseline date# of tasks with baseline finish date within current reporting period
Steps:
1. Using the same spreadsheet used to calculate the BEI, clear all filters and reapply filters to remove all LOE, summary and zero duration (milestone) tasks.
2. Filter the baseline finish less than or equal to current reporting month end.
3. Subtotal these tasks as “Current Period Baseline Count” tasks.
 
4. Filter (within above filter) the actual finish less than or equal to baseline finish date.
5. Subtotal these tasks as “Actual Hit”.
6. Divide the “Actual Hit” number by the “Current Period Baseline” number to get the Current Hit Task Percentage.
 
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