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Excluding task(s) from SPI or CPI Calculations RRS feed

  • Question

  • Is there a mechanism to exclude task(s) from being included in the SPI/CPI calculations?

    The reason why I am asking this is we want to exclude a couple level of effort tasks from counting for or against the SPI/CPI.

    Thanks,

    Cheryl

    Tuesday, June 10, 2014 3:07 PM

Answers

  • Cheryl,

    SPI and CPI calculations are applied to only tasks with Baseline and have actuals. So may be just do not baseline the tasks you do not want used in the calculation.

    alternatively, you could "Inactivate" the tasks that you do not want in calculation, but you have to do the inactivation before logging any actuals.


    Prasanna Adavi,PMP,MCTS,MCITP,MCT TWitter: @prasannaadavi Blog: http://www.prasannaadavi.com

    • Marked as answer by C. Abel Thursday, June 12, 2014 7:08 PM
    Tuesday, June 10, 2014 4:21 PM
    Moderator

All replies

  • Cheryl,

    SPI and CPI calculations are applied to only tasks with Baseline and have actuals. So may be just do not baseline the tasks you do not want used in the calculation.

    alternatively, you could "Inactivate" the tasks that you do not want in calculation, but you have to do the inactivation before logging any actuals.


    Prasanna Adavi,PMP,MCTS,MCITP,MCT TWitter: @prasannaadavi Blog: http://www.prasannaadavi.com

    • Marked as answer by C. Abel Thursday, June 12, 2014 7:08 PM
    Tuesday, June 10, 2014 4:21 PM
    Moderator
  • Prasanna,

    Thank you - we will try to clear the baselines on just those tasks.

    Will keep the inactive option in mind for future; however we want these tasks to remain active, as resources will still enter actuals on those tasks, we just want those tasks to not be included in SPI/CPI.

    Thanks again!

    Cheryl

    Tuesday, June 10, 2014 4:29 PM
  • Hi Cheryl,

    In addition to the excellent advice given by Prasanna, you could also set in the advanced options that the earned value fields will be calculated based on the %physical complete and not the %complete. Then just set the %physical complete for the task you want to include in the SPI/CPI calcuation.

    That being said, evenif you don't have to play with the baselines, this method is much more tedious since you have to manually enter the %physical complete which is not related to the task update.


    Hope this helps,


    Guillaume Rouyre, MBA, MCP, MCTS |

    Tuesday, June 10, 2014 4:55 PM
    Moderator
  • Thank you Prasanna and Guillaume for your input.

    Prasanna,

    Removing the baselines on the particular task(s) does seem to exclude some of the data from being included in SPI/CPI; however the baseline initially rolled up to the level 0 summary task, so with this approach either the SPI/CPI should be not be evaluated at the level 0 summary task level.  Instead the values should be viewed for the section of baselined tasks, assuming that the schedule was arranged to isolate the level of effort (LOEs) tasks to not include in SPI/CPI.  To avoid this issue, at the initial onset of schedule development ensure the LOEs are isolated and NEVER include these in the baseline, even in the initial baseline that way their values are excluded.  The ACWP will continue to get impacted, so CPI will always be impacted even at Level 0 summary task.  But we have some options, your suggestion allowed us to dig in these.  Thank you.

    Guillaume,

    We may take a look at this approach, however we rely on the task updates from actuals, so yes does sound like a bit more work.  But thank you for the suggestion.

    Cheryl

    Wednesday, June 11, 2014 12:08 PM