REQ-FUN-118

Earned Value Management rollup (PV, EV, AC, CV, SV, CPI, SPI, EAC, ETC, VAC, TCPI)

ID
REQ-FUN-118
Category
Functional Requirements
Status
approved
Priority
P0
Created
2026-05-11T18:34:00.000Z
Approved
2026-05-11T18:37:00.000Z
Updated
2026-05-11T18:37:00.000Z

What

System SHALL compute the full EVM rollup for a project (and per WBS branch, and per time-window) producing Planned Value (PV), Earned Value (EV), Actual Cost (AC), Cost Variance (CV = EV - AC), Schedule Variance (SV = EV - PV), Cost Performance Index (CPI = EV / AC), Schedule Performance Index (SPI = EV / PV), Estimate At Completion (EAC, default = BAC / CPI), Estimate To Complete (ETC = EAC - AC), Variance At Completion (VAC = BAC - EAC), and To-Complete Performance Index (TCPI = (BAC - EV) / (BAC - AC)).

Why

EVM is the established_guidelines_standard cost performance measurement. All eleven values are required for a complete picture.

How

GET /v1/projects/{id}/cost/evm?branch=&as_of= returns the structured rollup. Formulas documented in doc/help/project-management-guidelines/knowledge-areas/cost.html. Computation is deterministic from (cost_baseline, activity progress, cost_ledger) inputs - see REQ-NFR-069.

Done when

EVM JSON response includes every documented metric; known-input regression test produces the exact reference values from a textbook example; WBS-branch filter narrows correctly.

Out of scope

Earned schedule (ES) - mark as future; statistical EVM forecasts with confidence intervals.

established project management guidelines Mapping

Primary Knowledge Area
Cost Management
Secondary KAs
Schedule Management
Primary Process Group
Monitoring & Controlling
established project management guidelines Deliverable
Cost Baseline, Status Report

EVM is the central established project management guidelines Control Costs output.