How Earned Value Calculation Methods are Applied

By default, the default earned value (EV) calculation method for projects and tasks is percent complete. If your organization uses earned value management methodology for measuring project performance, your CA Clarity PPM administrator can change the default earned value calculation method setting to the method your company uses for projects and tasks.

Best Practices: Your CA Clarity PPM administrator should define the object-level default setting for projects and tasks. In this way, the EV calculation method defaults to this object-level setting when you create new projects or tasks.

You can override the object-level EV calculation method setting at the project and at the task level. When calculating the earned value metrics, the earned value calculation method setting you establish at the task-level is used and the results are rolled up to the project. If you leave the task's method value blank, the task inherits the method from its parent task. If you leave the parent task's method blank or if the task is a top-level task, it inherits the project's method setting. If you do not set the project's earned value calculation method, the task is ignored when the earned value is calculated.

If you create projects from project templates, you can set the earned value calculation method in the project template so that the projects you create from the template inherit the template's setting.

Note: If you are using CA Clarity PPM with Open Workbench or Microsoft Project and you specify an earned value calculation method other than percent complete, you must use CA Clarity PPM to calculate, display, and report earned value metrics.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

More information:

Baselines and Earned Value Computations

Earned Value Data Fields

Earned Value Calculation Methods

How to Calculate and Record Earned Value Totals

Display Earned Value Data

Set Default Earned Value Options at the Project Level

Set Default Earned Value Options at the Task Level