presented by

Don McNattyD. R. McNatty & Associates

Earned Value Project ManagementEarned Value Project Management---A Tutorial------A Tutorial---

PART II - Implementation with Primavera

AgendaAgenda

Basis of EV and Performance Reporting in P3 and SureTrak

Methods for capturing and storing data

Methods for calculating and applying CPI and SPI

Example Reports and how they are created

Basis of EV and Performance Basis of EV and Performance Reporting in P3 and SureTrakReporting in P3 and SureTrak

Stores current period and to-date

P3 can calculate BCWP/BCWS on target 1

EV Pct is Input - basis and calculation come from out side P3 except for LOE

ETC/EAC can be calculated with Global Change

Methods for capturing Methods for capturing and storing dataand storing data

Hammocks to store “non-schedule” scope

Custom data items to store past period data and report “trends”

Target 2 (or 1) to capture “performance baseline” Must use a “performance baseline” when the

“Approved Baseline” doesn’t reflect scope.

Code Fields to store alpa/numeric data

USING HAMMOCKS TO CAPTURE SUMMARY ACTUALS

A100

A100-01

A100-02

A100-03

A100

A100-01

A100-02

A100-03

BUDGET ACTUAL EARNED ETC EAC

TOTAL

100

250

150

500

0

0

0

0

340

340

100

63

0

163

0

0

187

150

337

0

0

187

150

677

340

Pct

100

25

0

33

37

Method

Import Actuals

Status Pct

Status Pct, GC ETC

Roll-up on Code Value

Resource

Resource

Resource

Resource

Resource

A

B C D

A

AA

B

C

C

C

D

D

D(B+D)

Methods for calculating Methods for calculating and applying CPI/SPIand applying CPI/SPI

Linked spreadsheets to document earned value calculations

Set the autocost rules to preserve, not destroy

Global Change to calculate and store CPI/SPI

Global Change to calculate EAC and ETC based on performance

Arithmetic window in custom reports

Example reports and Example reports and how they are createdhow they are created

Graphs based on P3 Reports P3 Standard Reports SureTrak Standard Reports P3 Custom Reports P3 Graphics SureTrak Graphics

Graphs based on P3 Graphs based on P3 reportsreports

Bubble Reports Deliverables Performance

Cost Status by Category Design Support Services Perfomance Performance Summary by Discipline Discipline Progress toward milestone

EARNED VALUE - MAN HOURS

EARNED VALUE - COST

PROJECT TIME REMAINING

AT COMPL PERFORMANCE

PROBLEM

CONCERN

OK (at present)

COMPLETE

PROJECT STATUS REPORT (EARNED VALUE)

COMPLETED LATE ANDOVER BUDGET

D0301 XXXXXXXXXXXXXXX STATION & TUNNELS

D0321 BIG CITY STATION

D0322 PEDESTRIAN UNDERPASS @ STATION

D0326 CITY ROAD/RESTORATION/LANDSCAPE

D0352 N. XXXXXXXXXXX SITEWORK

D1610 TRACKWORK INSTALLATION

V620 AUTOMATIC TRAIN CONTROL (D.F.I.)

V710 ESCALATORS/ELEVATORS

--------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED REPORT DATE 10AUG97 RUN NO. 1359 XXXXXXXXXXXX TRANSPORTATION AUTHORITY START DATE 01JUN92 FIN DAT 15:26 RW-G1 BUBBLE CHART - PERF DATA DATE 31MAY97 PAGE NO--------------------------------------------------------------------------------------------------------------------------ACTIVITY DESCRIPTION TOTAL PCT HOURS COST MHOUR COST TIME ID FLOAT COMPL CPI CPI PERF PERF LEFT ---------- ------------------------------------------------ ----- ----- - ------ ------ - -------- - -------- - -------- -C0301 D0301 XXXXXXXXXXXXXXXXXX STATION-TUNNELS -12 60 % 1.00 1.06 | GREEN | GREEN | RED |C0321 D0321 BIG CITY STATION 0 61 % 0.96 0.96 | YELLOW | YELLOW | GREEN |C0322 D0322 PEDESTRIAN UNDERPASS @ STA. 100 % 0.45 0.51 | RED | RED | BLUE |C0326 D0326 CITY ROAD/RESTORATION/LANDSCAPE 0 0 % 0.00 0.00 | | | GREEN |C0352 D0352 N. XXXXXXXXX SITEWORK 0 0 % 0.00 0.00 | | | GREEN |C1610 D1610 TRACKWORK INSTALLATION 0 10 % 0.69 0.74 | RED | RED | GREEN |

Graphic report based on P3 Custom Report Data

PAGE 1

$ 0

$ 1 ,0 0 0

$ 2 ,0 0 0

$ 3 ,0 0 0

$ 4 ,0 0 0

$ 5 ,0 0 0

$ 6 ,0 0 0

$ 7 ,0 0 0

$ 8 ,0 0 0

$ 9 ,0 0 0

F a ci l i ti e s S ys te m s P r o jC o n tr o l

P r o jA d m i n

S e cD e si g n e r

S p e c i a l i ty O D C 's

C o st C a te g o r y

$ 0

$ 1 ,0 0 0

$ 2 ,0 0 0

$ 3 ,0 0 0

$ 4 ,0 0 0

$ 5 ,0 0 0

$ 6 ,0 0 0

$ 7 ,0 0 0

$ 8 ,0 0 0

$ 9 ,0 0 0

F a ci l i ti e s S ys te m s P r o jC o n tr o l

P r o jA d m i n

S e cD e si g n e r

S p e c i a l i ty O D C 's

C o st C a te g o r y

Project Start 06/01/92Project Finish 06/30/00

Data Date 05/31/97Run Date 08/10/97

© Primavera Systems, Inc.

NF75 Sheet 1 of 1

D. R. McNatty & AssociatesC:\P3WIN\P3OUT\COST

Date ApprovedCheckedReision

Activity description BudgetedCost

Costto Date

Cost toComplete

CostVariance

+ 11F FACILITIES

8,893,420 6,994,104 1,899,357 -41+ 12S SYSTEMS

4,398,210 2,468,304 2,578,946 -649,040+ 15C PROJECT CONTROL

2,593,503 2,276,535 299,493 17,475+ 16A PROJECT ADMINISTRATION

935,329 886,000 339,148 -289,819+ 2SD SECTION DESIGNER

3,398,849 3,643,019 0 -244,170+ 3SS SPECIALTY SUB CONSULTANT

354,740 211,898 314,369 -171,527+ 4OD OTHER DIRECT COSTS

6,951,189 5,220,677 1,366,304 364,208

GRAPH DATABASED ON P3

LAYOUT

PAGE 3

0

2000

4000

6000

8000

10000

12000

14000

Budget 1400 6236 13070 6394 3594

To Date 500 0 13126 4547 30

Log-ins Shop Dwgs Rfi's Changes As-Builts

Ho

ur s

0

20

40

60

80

100

120

Budget 100 100 100 100 100 100 100

To Date 34 36 0 101 71 1 59

Const Time Log-ins Shop Dwgs Rfi's Changes As-Builts Total

Hours by FunctionHours by Function

Performance/Utilization by FunctionPerformance/Utilization by Function

Pe

rce

nt

PAGE 4

---------------------------------------------------------------------------------------------------------------------Report: RW-C3 XXXXX XXXXXX SEGX - NORTH XXXXXXXXXX EXTENSION REPORT DATE 11AUG97Project Name: NF75 DATA DATE 31MAY97 DESIGN SERVICES DURING CONSTRUCTION PAGE NO. 1 --------------------------------------------------------------------------------------------------------------------- | LOG INS | SHOP DRWGS | RFI Etc. | CHANGE NOTICE | AS - BUILTS | TO TAL º CONTRACT | | | | | | º | Budget Actual | Budget Actual | Budget Actual | Budget Actual | Budget Actal | Budget Actual º------------------- - ------ ------ - ------ ------ - ------ ------ - ------ ------ - ------ ------ - ------ ------ - ARCHITECTURAL 0 20 0 0 2280 1421 1215 473 0 0 3495 1914 CIVIL 600 430 0 0 2164 89 1131 363 0 0 3895 882 ELECTRICAL 0 0 0 0 2462 1436 1186 1259 0 0 3648 2695 FACILITIES-GENERAL 800 50 6236 0 0 0 0 0 0 0 7036 50 MECHANICAL 0 0 0 0 2240 1349 1090 649 0 0 3330 1998 SYSTEMWIDE INTERFACE 0 0 0 0 496 1 0 0 3594 30 4090 31 STRUCTURAL 0 0 0 0 2528 8313 1222 1431 0 0 3750 9744 TRACK WORK 0 0 0 0 100 0 50 0 0 0 150 0 UTILITIES 0 0 0 0 800 517 500 337 0 0 1300 854 = ====== ====== = ====== ====== = ====== ====== = ====== ====== = ====== ====== = ====== ====== = 1400 500 6236 0 13070 13126 6394 4547 3594 30 30694 181378

P3 Custom ReportP3 Custom Report

0 20 40 60 80 100 120

A100

A200

C300

D400

D500

D600

H700

H7002

J800

J900

Earned

Actual

Planned

Performance Summary by Contract UnitBased on data from P3 report G3

Performance Summary by Contract UnitBased on data from P3 report G3

Percent Complete

PAGE 6

-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates PRIMAVERA PROJECT PLASAMPLE PROJECT USING EARNED VALUE REPORT DATE 10AUG97 RUN NO. 1360 XXXXXXXXXXXXXXXXXXXXXXXXXXXXX AUTHORITY 01JUN92 FIN DATE 30JUN00 16:44 RW-G3 PERF SUMMARY BY CONTRACT DATA DATE 31MAY97 PAGE NO. 1-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------DESCRIPTION EARLY EARLY BUDGET SCHEDULED PLANNED EARNED EARNED HOURS PCT HRS HOURS AT HRS AT START FINISH HOURS HOURS HRS PCT HOURS HRS PCT & TO DATE TO DATE & COMPLETION CMP PCT ------------------------------------------------ -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- - FACILITIES D0301 POLLYWOOD/LOWLAND STATION-TUNNELS 01JAN93A 19JUL99 20104 14062 69.95 % 17246 85.78 % 18511 92.08 % 24673 122.73 %D0321 ORANGE CITY STATION 01SEP92A 31MAY00 49388 40609 82.22 % 42507 86.07 % 49449 100.12 % 60443 122.38 %D0326 ORANGE CITY ROAD/RESTORATION/LANDSCAPE 02JUN97 04JUN99 967 0 0.00 % 0 0.00 % 0 0.00 % 0 0.00 %D0352 POLYLWOOD SITEWORK 13JAN95 05MAY99 560 0 0.00 % 0 0.00 % 0 0.00 % 560 100.00 %D1610 TRACKWORK INSTALLATION 24JUN96A 30JUN00 2432 1094 44.98 % 1120 46.05 % 1614 66.37 % 4922 202.38 %V710 ESCALATORS/ELEVATORS 19MAY97A 03JAN00 686 7 1.02 % 0 0.00 % 1 0.15 % 875 127.55 %V740 VENTILATION EQUIPMENT 03MAR97A 30DEC99 130 5 3.85 % 0 0.00 % 35 26.92 % 500 384.62 %V000 ENGINEERING SUPPORT 01JUL92A 30JUN98 8768 6833 77.93 % 6990 79.72 % 2818 32.14 % 4578 52.21 %V000 FACILITIES DIVISION 01JUL94A 30JUN00 53440 38114 71.32 % 37855 70.84 % 37563 70.29 % 43977 82.29 % -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- - 01JUL92A 30JUN00 136475 100724 73.80 % 105718 77.46 % 109991 80.59 % 140528 102.97 % SYSTEMS B620 AUTOMATIC TRAIN CONTROL (D.F.I.) 05FEB96A 20JUN00 9901 672 6.79 % 672 6.79 % 627 6.33 % 9848 99.46 %S000 SYSTEMS DIVISION 01JUL92A 30JUN00 57701 35581 61.66 % 35581 61.66 % 39624 68.67 % 66986 116.09 % -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- - 01JUL92A 30JUN00 67602 36253 53.63 % 36253 53.63 % 40251 59.54 % 76834 113.66 % PROJECT CONTROL P000 PROJECT CONTROL 01JUN92A 31DEC98 39818 38372 96.37 % 38367 96.36 % 38163 95.84 % 43138 108.34 % -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- - 01JUN92A 31DEC98 39818 38372 96.37 % 38367 96.36 % 38163 95.84 % 43138 108.34 % PROJECT ADMINISTRATION A000 PROJECT ADMINISTRATION 01JUL92A 30JUN00 14437 11614 80.45 % 11614 80.45 % 12799 88.65 % 19091 132.24 % -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- - 01JUL92A 30JUN00 14437 11614 80.45 % 11614 80.45 % 12799 88.65 % 19091 132.24 % SECTION DESIGNER D0301 POLLYWOOD/LOWWLAND STATION-TUNNELS 01FEB93A 14MAR94A 1183 1183 100.00 % 1183 100.00 % 0 0.00 % 0 0.00 %D0321 ORANGE CITY STATION 01MAY94A 01DEC95A 5085 5085 100.00 % 5085 100.00 % 0 0.00 % 0 0.00 %D0322 PEDESTRIAN UNDERPASS @ IRVINE STA. 01SEP92A 28APR95A 19200 19200 100.00 % 19200 100.00 % 42969 223.80 % 42969 223.80 %D0326 ORANGE CITY ROAD/RESTORATION/LANDSCAPE 02JUN97 27MAY98 13200 0 0.00 % 0 0.00 % 0 0.00 % 0 0.00 % -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- - 01SEP92A 27MAY98 38668 25468 65.86 % 25468 65.86 % 42969 111.12 % 42969 111.12 % ======== ======== ========== ========== ========== = ========== ========== = ========== ========== = ========== ========== = 01MAY92A 30JUN00 297000 212431 71.53 % 217420 73.21 % 244173 82.21 % 322560 108.61 %

Performance Summary by Contract Unit (Report G3)

Planned Earned Actual At ComplPAGE 7

0

20

40

60

80

Percent Complete

D0502 Little China Station & Line Segment

Earned Value 71 60 45 45 45 60 55 55

Baseline Schedule 72 68 52 67 65 70 55 70

ARCH CIVIL ELEC MECH ROW STRUC UTILS SYS

Discipline Progress Toward In-Progress Design SubmittalDiscipline Progress Toward In-Progress Design Submittal

Each Discipline provided a target percent complete for theirwork at the 60% submittal - earned value is measured based

on earning rules developed with the baseline

The purpose of this report is to demonstrate to theclient that all disciplines are ready for the submittal

PAGE 8

P3 & SureTrak P3 & SureTrak Standard ReportsStandard Reports

Earned Value Report - Resources Earned Value Report - Costs Earned Value Report - SureTrak

----------------------------------------------------------------------------------------------------------------------------------- D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED VALUE

REPORT DATE 10AUG97 RUN NO.13621 EARNED VALUE REPORT - QUANTITY START DATE 1JUN92 FIN DATE 30JUN00 20:24 RE-01 Resource Earned Value Report DATA DATE 31MAY97 PAGE NO. 1----------------------------------------------------------------------------------------------------------------------------------- COST PCT ..........CUMULATIVE TO DATE.......... ........VARIANCE......... ......AT COMPLETION...... ACCOUNT RESOURCE ACTIVITY ID CMP ACWP BCWP BCWS COST SCHEDULE BUDGET ESTIMATE ------------ -------- ----------- ----- ------------ ------------ ------------ ------------ ------------ ------------ ------------ A1F* - FACILITIES A1FFA KQ-ACTUALS .0 31000 0 0 -31000 0 0 31000 A1FRI KQ-ACTUALS .0 0 0 0 0 0 0 0 A1FSF KQ-ACTUALS .0 3000 0 0 -3000 0 0 3000 A1FUT KQ-ACTUALS .0 1000 0 0 -1000 0 0 1000 L A1FAR JH-7FBB055 100.0 341 550 358 209 192 550 579 L A1FAR JH-7FBC131 100.0 777 1000 658 223 342 1000 977 L A1FAR JH-7FBE055 100.0 428 550 550 122 0 550 428 L A1FAR JH-7FZZ601 56.0 70 45 45 -25 0 80 110 L A1FAR JH-7HAB304 100.0 151 151 151 0 0 151 151 L A1FAR JP-6ADP990 100.0 6704 8063 8063 1359 0 8063 6704 L A1FAR JP-6AZZ135 100.0 358 410 410 52 0 410 358

L A1FEL JP-6ADP990 100.0 6840 5044 5044 -1796 0 5044 6840 L A1FEL JP-6AZZ135 100.0 84 80 80 -4 0 80 84 L A1FEL JP-7FBB086 75.2 355 451 276 96 175 600 955 L A1FEL JP-7FBC134 70.0 317 840 513 523 327 1200 861 L A1FEL JP-7FBE105 100.0 309 309 309 0 0 309 309 L A1FEL JP-7FBE106 41.9 230 122 122 -108 0 291 338 L A1FST JH-7FBB055 100.0 743 550 358 -193 192 550 1180 L A1FST JH-7FBC131 100.0 4354 1200 790 -3154 410 1200 6329 L A1FST JH-7FBE055 100.0 807 550 550 -257 0 550 807 L A1FST JH-7FZZ190 20.0 0 18 19 18 -1 90 90 L A1FST JH-7FZZ601 56.0 94 112 112 18 0 200 174 L A1FST JH-7HAB304 100.0 119 119 119 0 0 119 119 L A1FST JP-6ADP990 100.0 11915 11237 11237 -678 0 11237 11915 L A1FST JP-7FBC134 70.0 3959 840 513 -3119 327 1200 6909 L A1FST JP-7FBE105 100.0 295 295 295 0 0 295 295 L A1FTR KA-6TDP496 100.0 1207 888 888 -319 0 888 1207 ----- ------------ ------------ ------------ ------------ ------------ ------------ ------------ A1F* TOTAL 77.2 105466 100096 95673 -5370 4423 129641 134456 ===================================================================================================================================

P3 Resource Earned Value ReportP3 Resource Earned Value Report

PAGE 9PAGE 9

----------------------------------------------------------------------------------------------------------------------------------- D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED VALUE

REPORT DATE 10AUG97 RUN NO.13622 EARNED VALUE REPORT - COST START DATE 1JUN92 FIN DATE 30JUN00 21:00 CE-01 Cost Earned Value Report DATA DATE 31MAY97 PAGE NO. 1 ----------------------------------------------------------------------------------------------------------------------------------- COST PCT ..........CUMULATIVE TO DATE.......... ........VARIANCE......... ......AT COMPLETION...... ACCOUNT RESOURCE ACTIVITY ID CMP ACWP BCWP BCWS COST SCHEDULE BUDGET ESTIMATE ------------ -------- ----------- ----- ------------ ------------ ------------ ------------ ------------ ------------ ------------

A1F* - FACILITIES

L A1FAR JH-7FBB055 100.0 18265 35809 23297 17544 12512 35809 33259 L A1FAR JH-7FBC131 100.0 37780 65107 42857 27327 22250 65107 50380 L A1FAR JH-7FBE055 100.0 24399 35809 35809 11410 0 35809 24399 L A1FAR JP-6ADP990 100.0 344661 522351 522351 177690 0 522351 344661 L A1FAR JP-6AZZ135 100.0 17585 24495 24495 6910 0 24495 17585 L A1FAR JP-6AZZ191 100.0 10000 11790 11790 1790 0 11790 10000 L A1FAR JP-6AZZ251 100.0 4000 4640 4640 640 0 4640 4000 L A1FAR JP-7FBB086 75.2 9086 29376 39064 20290 -9688 39064 9086 L A1FAR JP-7FBC134 70.0 40624 54690 33390 14066 21300 78128 53476 L A1FAR JP-7FBE105 100.0 15370 15422 15422 52 0 15422 15370 L A1FFA KQ-C3AA095 100.0 200000 208276 208276 8276 0 208276 200000 L A1FFA KQ-C3AA096 100.0 200000 200203 200203 203 0 200203 200000 L A1FFA KQ-C3AA097 91.7 150000 146990 146989 -3010 1 160294 150000 L A1FRI KQ-6JAJ095 100.0 75000 75003 75003 3 0 75003 75000

L A1FRI KQ-6JAJ096 100.0 75000 88480 88480 13480 0 88480 75000 L A1FRI KQ-6JAJ097 91.7 80000 89197 89196 9197 0 97270 80000 L A1FST JH-6CZZ103 100.0 43165 29725 29725 -13440 0 29725 43165 L A1FST JH-7FBB055 100.0 47933 35809 23297 -12124 12512 35809 77212 L A1FST JH-7FBC131 100.0 285829 78128 51428 -207701 26700 78128 418154 L A1FST JP-6ADP990 100.0 727808 731866 731866 4058 0 731866 727808 L A1FST JP-7FBB086 75.2 55864 29376 17990 -26488 11386 39064 114355 L A1FST JP-7FBC134 70.0 300159 54690 33390 -245469 21300 78128 497809 L A1FST JP-7FBE105 100.0 20458 20458 20458 0 0 20458 20458 L A1FUT JH-7FBE055 100.0 28808 22787 22787 -6021 0 22787 28808 L A1FUT JP-7UAA112 32.3 984 14721 18164 13737 -3443 45575 33189 L A1FUT JU-7UAA115 25.6 3390 11667 25089 8277 -13421 45575 34854 L A1FUT KA-7A7A627 15.0 0 975 637 975 338 6500 5700 L A1FUT KQ-CWACE15 100.0 8174 8174 8174 0 0 8174 8174 ----- ------------ ------------ ------------ ------------ ------------ ------------ ------------ A1F* TOTAL 77.1 6475722 6481369 6196457 5647 284912 8410343 8274726 ===================================================================================================================================

P3 Cost Earned Value ReportP3 Cost Earned Value Report

PAGE 10PAGE 10

PAGE 11PAGE 11

P3 Custom ReportsP3 Custom Reports

Resource Performance by Workpackage Cost/Schedule Performance

Baseline and Change Orders

Resource Performance Summary CPI Trend Report

----------------------------------------------------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED VALUE

REPORT DATE 10AUG97 XXXXXXXXXXXXXX TRANSPORTATION AUTHORITY

RW-G4 PERF SUMMARY BY Category PAGE NO. 1----------------------------------------------------------------------------------------------------------------------------------------------------------------------DESCRIPTION EARLY EARLY BUDGET SCHEDULED PLANNED EARNED EARNED HOURS PCT HRS HOURS AT HRS AT START FINISH HOURS HOURS HRS PCT HOURS HRS PCT TO DATE TO DATE COMPLETION CMP PCT----------------------------------------- -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- -FACILITIES 01JUL92A 30JUN00 136475 100724 73.80 % 105718 77.46 % 109991 80.59 % 140528 102.97 %SYSTEMS 01JUL92A 30JUN00 67602 36253 53.63 % 36253 53.63 % 40251 59.54 % 76834 113.66 %PROJECT CONTROL 01JUN92A 31DEC98 39818 38372 96.37 % 38367 96.36 % 38163 95.84 % 43138 108.34 %PROJECT ADMINISTRATION 01JUL92A 30JUN00 14437 11614 80.45 % 11614 80.45 % 12799 88.65 % 19091 132.24 %SECTION DESIGNER 01SEP92A 27MAY98 38668 25468 65.86 % 25468 65.86 % 42969 111.12 % 42969 111.12 % ======== ======== ========== ========== ========== = ========== ========== = ========== ========== = ========== ========== = 01MAY92A 30JUN00 297000 212431 71.53 % 217420 73.21 % 244173 82.21 % 322560 108.61 %

PLANNED EARNED ACTUALS

PAGE 12PAGE 12

-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------D. R. McNatty & Associates PRIMAVERA PROJECT PLANNER SAMPLE PROJECT USING EARNED VALUE REPORT DATE 10AUG97 RUN NO. 1361 XXXXXXXXXXXXXXXX TRANSPORTATION AUTHORITYRW-G2 PERF SUMMARY BY DISCIPLINE DATA DATE 31MAY97 PAGE NO. 1-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------DESCRIPTION EARLY EARLY BUDGET SCHEDULED PLANNED EARNED EARNED HOURS PCT HRS HOURS AT HRS AT START FINISH HOURS HOURS HRS PCT HOURS HRS PCT & TO DATE TO DATE & COMPLETION CMP PCT ------------------------------------------------ -------- -------- ---------- ---------- ---------- - ---------- ---------- - ---------- ---------- - ---------- ---------- -CONTRACTS 01JUL92A 30JUN00 6838 5685 83.14 % 5685 83.14 % 7200 105.29 % 10992 160.75 %DOCUMENT CONTROL 01JUL92A 30JUN00 7599 5929 78.02 % 5929 78.02 % 5599 73.68 % 8099 106.58 %COST ENGINEERING 01JUN92A 31DEC98 10019 9304 92.86 % 9304 92.86 % 9495 94.77 % 12823 127.99 %PROJECT CONTROL LEAD 01JUN92A 31DEC98 6058 6058 100.00 % 6058 100.00 % 7000 115.55 % 7000 115.55 %ESTIMATING 01JUN92A 31DEC98 15538 15194 97.79 % 15189 97.75 % 14366 92.46 % 14638 94.21 %SCHEDULING 01JUN92A 31DEC98 8321 7934 95.35 % 7934 95.35 % 7420 89.17 % 8860 106.48 %GENERAL EMC, PROJECT OFFICE 01JUL92A 01JUL99 5387 4133 76.72 % 4255 78.99 % 625 11.60 % 1787 33.17 %ARCHITECTURAL 01SEP92A 31MAY00 13865 12052 86.92 % 12771 92.11 % 9940 71.69 % 11241 81.07 %CADD OPERATIONS 02JUN97 26SEP97 0 0 0.00 % 0 0.00 % 0 0.00 % 20 0.00 %CIVIL 01SEP92A 31MAY00 5684 3571 62.83 % 4534 79.77 % 2010 35.36 % 3226 56.76 %ELECTRICAL 01SEP92A 31MAY00 10780 8703 80.73 % 9816 91.06 % 11521 106.87 % 13388 124.19 %FACILITIES-GENERAL 01SEP92A 30JUN00 49662 34232 68.93 % 33979 68.42 % 34788 70.05 % 41533 83.63 %MECHANICAL 01SEP92A 31MAY00 10803 9061 83.87 % 10083 93.34 % 11714 108.43 % 13420 124.22 %RIGHT-OF-WAY 04MAR94A 30JUN00 5455 3891 71.33 % 3896 71.42 % 2638 48.36 % 2954 54.15 %SPECIFICATIONS 01JUL94A 30JUN00 5202 3775 72.57 % 3775 72.57 % 3410 65.55 % 3514 67.55 %SYSTEMWIDE INTERFACE 04MAR94A 30JUN00 4090 348 8.51 % 341 8.34 % 31 0.76 % 3586 87.68 %STRUCTURAL 01SEP92A 31MAY00 18291 15938 87.14 % 17050 93.22 % 24328 133.01 % 31497 172.20 %TRACK WORK 04MAR94A 10APR00 1584 974 61.49 % 979 61.81 % 1291 81.50 % 3813 240.72 %UTILITIES 01SEP92A 30JUN00 4225 2717 64.31 % 2872 67.98 % 3795 89.82 % 6264 148.26 %CHANGE CONTROL 01SEP92A 28APR95A 0 0 0.00 % 0 0.00 % 47 0.00 % 47 0.00 %CORROSION CONTROL 04MAR94A 23MAY94A 0 0 0.00 % 0 0.00 % 0 0.00 % 0 0.00 %OPERATIONS/MAINTENANCE 01SEP92A 24MAY96A 128 128 100.00 % 128 100.00 % 136 106.25 % 136 106.25 %PROJECT MANAGEMENT 01SEP92A 28APR95A 0 0 0.00 % 0 0.00 % 78 0.00 % 78 0.00 %PROJECT UNIT MANAGER 01SEP92A 31MAY00 219 219 100.00 % 219 100.00 % 531 242.47 % 531 242.47 %RAIL ACTIVATION 01JUL92A 30JUN00 6912 0 0.00 % 0 0.00 % 0 0.00 % 6912 100.00 %COMMUNICATIONS 01JUL92A 26SEP97 2 2 100.00 % 2 100.00 % 2 100.00 % 32 1600.00 %DESIGN COORDINATION 01JUL92A 30JUN00 8207 8207 100.00 % 8207 100.00 % 10400 126.72 % 10400 126.72 %SYSTEMS ASSURANCE 01JUL92A 30JUN00 24960 14722 58.98 % 14722 58.98 % 16000 64.10 % 31432 125.93 %SYSTEMS-GENERAL 01JUL92A 30JUN00 17302 12332 71.27 % 12332 71.27 % 12000 69.36 % 17018 98.36 %TRACTION POWER 01JUL92A 26SEP97 4 4 100.00 % 4 100.00 % 79 1975.00 % 109 2725.00 %TRAIN CONTROL 01JAN94A 20JUN00 9918 689 6.95 % 689 6.95 % 644 6.49 % 9885 99.67 %HOME OFFICE ARCHITECTURAL 01JUL92A 30JUN95A 50 50 100.00 % 50 100.00 % 50 100.00 % 50 100.00 %HOME OFFICE CIVIL 01JUL92A 30JUN95A 2 2 100.00 % 2 100.00 % 2 100.00 % 2 100.00 %HOME OFFICE-DESIGN COORDINATION 03MAR97A 26MAR99 0 0 0.00 % 0 0.00 % 35 0.00 % 35 0.00 %HOME OFFICE MECHANICAL 28NOV94A 29APR95A 349 349 100.00 % 349 100.00 % 349 100.00 % 349 100.00 %HOME OFFICE STRUCTURAL 01JUL92A 30JUN95A 78 78 100.00 % 78 100.00 % 1974 2530.77 % 1974 2530.77 %XXXXXXXXXXXXXXXXXXXXX 08JAN96A 28MAR97A 0 0 0.00 % 0 0.00 % 144 0.00 % 144 0.00 %XXXXXXX - HOTO 08JAN96A 26SEP97 200 200 100.00 % 200 100.00 % 82 41.00 % 242 121.00 %XXXXXXX 01SEP92A 28APR95A 0 0 0.00 % 0 0.00 % 168 0.00 % 168 0.00 %A2INV 26JUN97 08JUL97 80 0 0.00 % 0 0.00 % 0 0.00 % 80 100.00 %HOME OFF- PROJECT MANAGEMENT 22JAN96A 0 0 0.00 % 0 0.00 % 33 0.00 % 33 0.00 %HOME OFFICE PROJECT UNIT MANAGER 22JAN96A 200 162 81.00 % 200 100.00 % 55 27.50 % 55 27.50 %HOME-OFF SYSTEMS TRACTION POWER 01JUL92A 30JUN00 320 320 100.00 % 320 100.00 % 1224 382.50 % 1224 382.50 %SECTION DESIGNER FINAL DESIGN 01SEP92A 27MAY98 38668 25468 65.86 % 25468 65.86 % 42969 111.12 % 42969 111.12 %SPECIALTY SUBCONSULTANT 01MAY92A 31MAY00 0 0 0.00 % 0 0.00 % 0 0.00 % 0 0.00 %OTHER DIRECT COSTS 01JUL92A 30JUN00 0 0 0.00 % 0 0.00 % 0 0.00 % 0 0.00 % ======== ======== ========== ========== ========== = ========== ========== = ========== ========== = ========== ========== = 01MAY92A 30JUN00 297000 212431 71.53 % 217420 73.21 % 244173 82.21 % 322560 108.61 %

Performance by Resource

Planned Earned Actual At ComplPAGE 14PAGE 14

0

2 0

4 0

6 0

8 0

10 0

12 0

SPI

SPI CPI

SP I 10 0 7 0 8 5 9 1 9 5 9 7 9 8 9 5 9 3 9 1 9 1 9 2 9 1 9 2 9 2 9 3 9 4

CP I 10 0 12 4 9 3 8 7 8 5 8 2 8 0 7 8 7 5 7 1 7 2 7 2 7 5 7 4 7 2 7 0 6 8

May Ju n Ju l Au g Sep Oct Nov Dec Jan Feb Mar Apr May Ju n Ju l Au g Sep

CPI/SPI TREND GRAPH

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P3 & SureTrak GraphicsP3 & SureTrak Graphics

Performance Layout - P3 Performance Layout - SureTrak Performance Curves - P3

Performance Layout - P3Performance Layout - P3

Project Start 06/01/92Project Finish 06/30/00Data Date 05/31/97Run Date 09/04/97

© Primavera Systems, Inc.

Early BarProgress BarCritical Activity

NF75 Sheet 1 of 1

ENGINEERING CONSULTANT

D:\DATA\EVPRES\PRIMA

Date ApprovedCheckedRevision

+ 11F

+ 12S

+ 15C

+ 16A

+ 2SD

+ 3SS

+ 4OD

1992 1993 1994 1995 1996 1997 1998 1999 2000+ FACILITIES

+ SYSTEMS

+ PROJECT CONTROL

+ PROJECT ADMINISTRATION

+ SECTION DESIGNER

+ SPECIALTY SUB CONSULTANT

+ OTHER DIRECT COSTS

Resource/Cost Profile Legend

Detail scale (left): X 100000

Cumulative scale (right): X 1000000

1992 1993 1994 1995 1996 1997 1998 1999 2000

10

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30

40

50

60

4

8

12

16

20

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28

32

x 100000 x 1000000

Current EstimateEarned ValuePlanned

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Performance Layout - SureTrakPerformance Layout - SureTrak

PAGE 17PAGE 17

Project Start 1JUN92Project Finish 30JUN00Data Date 31MAY97Plot Date 11AUG97

(c) Pr imavera Systems, Inc.

Schedule datesTarget 1 dates as of: 30MAR97Target 2 Dates as of: 31MAY97 Date ApprovedCheckedRevision

RC-Q1 PERFORMANCE CURVE # 1

Sheet 1 of 1

0

10

20

30

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50

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JUN1992

NOV APR1993

SEP FEB1994

JUL DEC MAY1995

OCT MAR1996

AUG JAN1997

JUN NOV APR1998

SEP FEB1999

JUL DEC MAY2000

PE

RC

EN

T

EARNED TO DATE

PLANNEDACTUAL EXPENDED

CREATE TARGET 2 FROM CURRENT

RUN GLOBAL CHANGE TO SET ACTUALS = TO EARNED

EST TO COMPLETEPerformance Curves - P3Performance Curves - P3

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SummarySummary

Understand what Earned Value is and how you can apply it to your project

Performance Measurement must be based on an accurate budget

Use performance indices to provide perspective to your forecasts

Define Earned Value at lowest budget level

Measure and report performance at a level where responsibility can be recognized

Communicate performance creatively