Project Setup for SSI Earned Value Management Reporting
Project Setup for SSI Earned Value Management Reporting
SSI Earned Value Management Tools (EVM) enables the maximum benefit from EVM accounting and reporting with minimal burden and cost of implementation. Minimum and our Suggested setup requirement for a project reporting Earned Value are as follows:
Minimum Setup Requirements for EVM using SSI Tools
1. Add Work Package IDs to tasks in the schedule. Tasks having Work Package IDs will be known as Work Packages. A Work Package ID isa unique code given to a task/activity in the schedule that represents work that will be performed in a project. You can use any convention you like for Work Package IDs (A, B, C, 1, 2, 3, A1, A2, A3 and so on).
2. Post project data to the SSI EVM system at the end of one reporting period. This enables Cumulative Earned Value Reporting from the data in a Microsoft Project plan.
Recommended Setup for EVM using SSI Tools
1. Use Intuitive Work Package IDs and Work Package Parent IDs to enable summarizing of like or common collections of Work Packages. As an example, use a convention for Work Package IDs such as “A.01”, “A.02”, and “A.03” and give these three Work Packages the Work Package Parent ID of “A”. Another common collection of Work Packages could be given “B.01”, “B.02” and “B.03” for their Work Package ID and “B” as the Work Package Parent ID.
2. Post project data to the SSI EVM system from the last two reporting periods. This enables Cumulative and Current Period Earned Value Reporting from the data in a Microsoft Project plan.
3. Add the name or the organization name of the Performing and/or Responsible entity for each Work Package.
Steps
Description / Image
Pick Text or Outline Code Fields in Microsoft Project and enter values for:
