Create Earned Value Reporting Periods

You must create the earned value reporting periods used by project managers for earned value analysis (EVA). When you define the reporting period, you define how often the report runs. Use the frequency field to specify the reoccurrence.

Project managers associate the following to defined reporting periods:

Weekly Frequency Example

If you want the reporting period reoccurrence to be every week, then enter 1 as the frequency. If you want it to reoccur every other week, then enter 2. If you want the reoccurrence to be twice a year, then enter 26. If you want the reoccurrence to be once a year, enter 52.

To create an earned value reporting period

  1. Select EV Reporting Periods from the Earned Value Management menu.

    The Earned Value Reporting Periods list page appears.

  2. Click New.

    The Create Earned Value Reporting Period page appears.

  3. Complete the following general fields:
    Name

    Defines the reporting period's name.

    ID

    Defines the reporting period's unique identifier.

    Description

    Defines the reporting period's description.

    Active

    Indicates if this reporting period is active. When the reporting period is active, project managers can associate projects to it.

    Default: Selected

  4. Select one of the following as the period type:

    Values: Weekly, Monthly, Quarterly, Annually

  5. Define the reoccurrence of the selected period type:
    Weekly

    Frequency. Defines the weekly interval (range 1-52) and the day of the week (Sunday through Saturday) on which the period starts. For example, to define the reoccurrence to be every two weeks, enter 2, or to define it to be twice a year, enter 26.

    Default: Weekly on Sundays starting this Sunday.

    Monthly

    Frequency. Defines the monthly interval on which the period is to start. Choose to have the reoccurrence start on a specific day (range 1-31) each month, or choose to have the reoccurrence start at monthly intervals (First, Second, Third, Fourth, or Last) on a specific day of the week (Sunday through Saturday).

    Default: Monthly starting on the first day of the month.

    Quarterly

    First Quarter Starts. Defines the month (January through December) on which the period's first quarter is to start.

    Frequency. Defines the quarterly interval on which the period is to start. Choose to have the reoccurrence start on a specific day (range 1-31) of the month each quarter, or choose to have the reoccurrence start at quarterly intervals (First, Second, Third, Fourth, or Last) on a specific day of the week (Sunday through Saturday).

    Default: Quarterly starting on January 1

    Annually

    Every. Defines the month (January through December) on which the period is to start.

    Frequency. Defines the annual interval on which the period is to start. Choose to have the reoccurrence start on a specific day (range 1-31) of the month each year, or choose to have the reoccurrence start at annual intervals (First, Second, Third, Fourth, or Last) on a specific day of the week (Sunday through Saturday).

    Default: Annually starting on January 1

  6. Click Submit.

    The new reporting period is created and displays in the list.

More information:

Update Earned Value History Job