Evm Dashboard Template

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---
title: "Evm Dashboard Template"
methodology: "universal"
complexity: "advanced"
owner: "mirichard"
updated: "2026-09-19"
primary_principles: ["evidence-based-decisions", "value-focus"]
secondary_principles: ["stewardship"]
principle_rationale: "Compares earned value with approved cost and schedule baselines to explain performance variance and support traceable forecasts and corrective action."
---

# Earned Value Management (EVM) Dashboard Template

## When to Use

- During execution when earned value can be measured against an approved cost and schedule baseline.
- When control-account owners need traceable CPI, SPI, and forecast interpretation.

## When NOT to Use

- When earned value is inferred from spending or unsupported percent-complete estimates.
- Do not overwrite the original baseline to remove an unfavorable variance. See [Rebaseline to green](../../../../../docs/principles/anti-patterns.md#baseline-green).

## Pairs Well With

- [Budget Template](../../../../../domains/planning/role-based-toolkits/project-manager/essential-templates/budget-template.md).
- [Project Performance Monitoring Template](../../../../../domains/delivery/templates/traditional/Traditional/Process_Groups/Monitoring_and_Controlling/project_performance_monitoring_template.md).

Selection context: Stakeholder domain; universal methodology; advanced complexity. Match the situations above to project phase, risk, team size, and industry using the [decision-engine context model](../../../../../meta/architecture-research/800-801-context-assessment-model.md).

## Completing the worksheet

Replace populated examples with project evidence before circulation. Record the reporting period, baseline, source, owner, and calculation for each measure; define thresholds and approval authority locally. Show unavailable values as unknown rather than zero or a favorable status. Reconcile totals and units, handle zero denominators explicitly, and retain the decision rationale and supporting evidence.


**Professional EVM tracking with advanced performance analytics and executive reporting**

**Project Name:** [Project Name]  
**Report Period:** [Start Date] - [End Date]  
**Report Date:** [Current Date]  
**Prepared By:** [Project Manager]  
**Status Date:** [Data as of Date]

---

## Executive Summary Dashboard

### Project Health Overview
| Metric | Current Value | Status | Trend | Target |
|--------|---------------|--------|-------|--------|
| **Schedule Performance Index (SPI)** | [0.XX] | 🔴🟡🟢 | ↗️➡️↘️ | ≥ 0.95 |
| **Cost Performance Index (CPI)** | [0.XX] | 🔴🟡🟢 | ↗️➡️↘️ | ≥ 0.95 |
| **Budget at Completion (BAC)** | $[Amount] | - | - | - |
| **Estimate at Completion (EAC)** | $[Amount] | 🔴🟡🟢 | ↗️➡️↘️ | ≤ BAC |
| **% Complete (Physical)** | [XX%] | - | ↗️ | [Target%] |
| **% Schedule Complete** | [XX%] | - | ↗️ | [Target%] |

### Performance Status
- **Overall Project Health:** 🔴 **Critical** / 🟡 **At Risk** / 🟢 **On Track**
- **Schedule Status:** [Days ahead/behind schedule]
- **Budget Status:** [Amount over/under budget]
- **Quality Status:** [Quality score/issues]

---

## Core EVM Metrics

### Primary EVM Values
| Metric | Symbol | Value | Definition |
|--------|--------|-------|------------|
| **Planned Value** | PV | $[Amount] | Budgeted cost of work scheduled |
| **Earned Value** | EV | $[Amount] | Budgeted cost of work performed |
| **Actual Cost** | AC | $[Amount] | Actual cost of work performed |
| **Budget at Completion** | BAC | $[Amount] | Total project budget |

### Performance Indices
| Index | Formula | Current Value | Status | Interpretation |
|-------|---------|---------------|--------|----------------|
| **Schedule Performance Index** | EV ÷ PV | [0.XX] | 🔴🟡🟢 | \u003c0.95: Behind, ≥0.95: On track |
| **Cost Performance Index** | EV ÷ AC | [0.XX] | 🔴🟡🟢 | \u003c0.95: Over budget, ≥0.95: On budget |
| **Schedule Compliance Index** | SPI × SCI | [0.XX] | 🔴🟡🟢 | Combined schedule performance |
| **To Complete Performance Index** | (BAC - EV) ÷ (BAC - AC) | [0.XX] | 🔴🟡🟢 | Required efficiency for remaining work |

### Variance Analysis
| Variance | Formula | Current Value | Status | Impact |
|----------|---------|---------------|--------|--------|
| **Schedule Variance** | EV - PV | $[Amount] | 🔴🟡🟢 | Negative = behind schedule |
| **Cost Variance** | EV - AC | $[Amount] | 🔴🟡🟢 | Negative = over budget |
| **Variance at Completion** | BAC - EAC | $[Amount] | 🔴🟡🟢 | Expected final variance |

---

## Forecasting and Projections

### Estimate at Completion (EAC) Analysis
| EAC Method | Formula | Value | Use Case |
|------------|---------|-------|----------|
| **Current Performance Continues** | AC + ((BAC - EV) ÷ CPI) | $[Amount] | Current cost trends continue |
| **Schedule Impact Included** | AC + ((BAC - EV) ÷ (CPI × SPI)) | $[Amount] | Both cost and schedule issues |
| **Bottom-Up Re-estimate** | AC + Remaining Work Estimate | $[Amount] | New detailed estimate |
| **Management Forecast** | AC + Management ETC | $[Amount] | Management judgment |

### Completion Projections
| Projection | Current Estimate | Original Plan | Variance |
|------------|------------------|---------------|----------|
| **Estimated Completion Date** | [Date] | [Date] | [Days early/late] |
| **Estimated Final Cost** | $[Amount] | $[Amount] | $[Over/Under budget] |
| **Time to Complete** | [Days/Weeks] | [Days/Weeks] | [Variance] |

### Performance Trend Analysis
**13-Week Performance Trend:**
```
Week:  1   2   3   4   5   6   7   8   9  10  11  12  13
SPI: [X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX]
CPI: [X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX][X.XX]
```

---

## Detailed Performance Analysis

### Work Breakdown Structure (WBS) Performance
| WBS Element | % Complete | PV | EV | AC | SPI | CPI | Status |
|-------------|------------|----|----|----|----|-----|--------|
| [WBS 1.0] | [XX%] | $[Amount] | $[Amount] | $[Amount] | [X.XX] | [X.XX] | 🔴🟡🟢 |
| [WBS 2.0] | [XX%] | $[Amount] | $[Amount] | $[Amount] | [X.XX] | [X.XX] | 🔴🟡🟢 |
| [WBS 3.0] | [XX%] | $[Amount] | $[Amount] | $[Amount] | [X.XX] | [X.XX] | 🔴🟡🟢 |
| [WBS 4.0] | [XX%] | $[Amount] | $[Amount] | $[Amount] | [X.XX] | [X.XX] | 🔴🟡🟢 |
| **TOTAL** | **[XX%]** | **$[Amount]** | **$[Amount]** | **$[Amount]** | **[X.XX]** | **[X.XX]** | **🔴🟡🟢** |

### Control Account Performance
| Control Account | Manager | Budget | EV | AC | CV | SV | Issues |
|-----------------|---------|--------|----|----|----|----|--------|
| [Account 1] | [Name] | $[Amount] | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [Status] |
| [Account 2] | [Name] | $[Amount] | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [Status] |
| [Account 3] | [Name] | $[Amount] | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [Status] |

### Milestone Performance
| Milestone | Planned Date | Forecast Date | Variance | EV | Status |
|-----------|--------------|---------------|----------|----| -------|
| [Milestone 1] | [Date] | [Date] | [Days] | $[Amount] | ✅❌⏳ |
| [Milestone 2] | [Date] | [Date] | [Days] | $[Amount] | ✅❌⏳ |
| [Milestone 3] | [Date] | [Date] | [Days] | $[Amount] | ✅❌⏳ |

---

## Risk and Issue Impact Analysis

### Performance Risks
| Risk | Impact on EVM | Probability | Cost Impact | Schedule Impact | Mitigation |
|------|---------------|-------------|-------------|-----------------|------------|
| [Risk 1] | [SPI/CPI impact] | [H/M/L] | $[Amount] | [Days] | [Action] |
| [Risk 2] | [SPI/CPI impact] | [H/M/L] | $[Amount] | [Days] | [Action] |
| [Risk 3] | [SPI/CPI impact] | [H/M/L] | $[Amount] | [Days] | [Action] |

### Current Issues Affecting Performance
| Issue | Impact on EVM | Resolution Target | Cost Impact | Owner |
|-------|---------------|-------------------|-------------|-------|
| [Issue 1] | [Description] | [Date] | $[Amount] | [Name] |
| [Issue 2] | [Description] | [Date] | $[Amount] | [Name] |
| [Issue 3] | [Description] | [Date] | $[Amount] | [Name] |

### Performance Improvement Actions
| Action | Expected SPI Impact | Expected CPI Impact | Target Date | Owner | Status |
|--------|---------------------|---------------------|-------------|-------|--------|
| [Action 1] | [+/-X.XX] | [+/-X.XX] | [Date] | [Name] | [Status] |
| [Action 2] | [+/-X.XX] | [+/-X.XX] | [Date] | [Name] | [Status] |
| [Action 3] | [+/-X.XX] | [+/-X.XX] | [Date] | [Name] | [Status] |

---

## Financial Analysis and Cash Flow

### Budget Utilization
| Category | Budget | Actual | Committed | Available | % Utilized |
|----------|--------|--------|-----------|-----------|------------|
| **Labor** | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [XX%] |
| **Materials** | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [XX%] |
| **Equipment** | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [XX%] |
| **Subcontractors** | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [XX%] |
| **Other Direct** | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [XX%] |
| **Indirect** | $[Amount] | $[Amount] | $[Amount] | $[Amount] | [XX%] |
| **TOTAL** | **$[Amount]** | **$[Amount]** | **$[Amount]** | **$[Amount]** | **[XX%]** |

### Cash Flow Analysis
| Month | Planned Cash Flow | Actual Cash Flow | Variance | Cumulative Variance |
|-------|-------------------|------------------|----------|---------------------|
| [Month 1] | $[Amount] | $[Amount] | $[Amount] | $[Amount] |
| [Month 2] | $[Amount] | $[Amount] | $[Amount] | $[Amount] |
| [Month 3] | $[Amount] | $[Amount] | $[Amount] | $[Amount] |
| [Current Month] | **$[Amount]** | **$[Amount]** | **$[Amount]** | **$[Amount]** |

### Funding Requirements
| Period | Required Funding | Approved Funding | Funding Gap | Status |
|--------|------------------|------------------|-------------|--------|
| **Current Quarter** | $[Amount] | $[Amount] | $[Amount] | 🔴🟡🟢 |
| **Next Quarter** | $[Amount] | $[Amount] | $[Amount] | 🔴🟡🟢 |
| **Remaining Project** | $[Amount] | $[Amount] | $[Amount] | 🔴🟡🟢 |

---

## Performance Alerts and Thresholds

### Automated Alert Status
| Alert Type | Threshold | Current Value | Status | Last Triggered |
|------------|-----------|---------------|--------|----------------|
| **SPI Below Threshold** | \u003c 0.95 | [X.XX] | 🔴🟡🟢 | [Date/Never] |
| **CPI Below Threshold** | \u003c 0.95 | [X.XX] | 🔴🟡🟢 | [Date/Never] |
| **EAC Exceeds BAC** | \u003e BAC | $[Amount] | 🔴🟡🟢 | [Date/Never] |
| **Critical Path Delay** | \u003e 5 days | [X days] | 🔴🟡🟢 | [Date/Never] |
| **Budget Variance** | \u003e 10% | [XX%] | 🔴🟡🟢 | [Date/Never] |

### Management Attention Required
- **🔴 Critical Issues:** [Count] items requiring immediate executive attention
- **🟡 Warnings:** [Count] items requiring management review
- **🟢 Information:** [Count] items for awareness only

---

## Corrective Action Planning

### Current Performance Issues
**Schedule Performance (SPI = [X.XX]):**
- Root Cause: [Analysis of why schedule performance is off]
- Impact: [Description of schedule impact]
- Corrective Actions: [Planned actions to improve SPI]

**Cost Performance (CPI = [X.XX]):**
- Root Cause: [Analysis of why cost performance is off]
- Impact: [Description of cost impact]
- Corrective Actions: [Planned actions to improve CPI]

### Recovery Plan
| Recovery Action | Impact on SPI | Impact on CPI | Cost | Timeline | Owner |
|-----------------|---------------|---------------|------|----------|-------|
| [Action 1] | [+X.XX] | [+X.XX] | $[Amount] | [Duration] | [Name] |
| [Action 2] | [+X.XX] | [+X.XX] | $[Amount] | [Duration] | [Name] |
| [Action 3] | [+X.XX] | [+X.XX] | $[Amount] | [Duration] | [Name] |

### Performance Targets
| Metric | Current | 30-Day Target | 60-Day Target | 90-Day Target |
|--------|---------|---------------|---------------|---------------|
| **SPI** | [X.XX] | [X.XX] | [X.XX] | [X.XX] |
| **CPI** | [X.XX] | [X.XX] | [X.XX] | [X.XX] |
| **EAC** | $[Amount] | $[Amount] | $[Amount] | $[Amount] |

---

## Stakeholder Communication

### Executive Summary for Leadership
**Key Messages:**
- [Key message 1 about project performance]
- [Key message 2 about risks or issues]
- [Key message 3 about required decisions]

**Decisions Required:**
1. [Decision 1] - [Urgency level] - [Decision needed by date]
2. [Decision 2] - [Urgency level] - [Decision needed by date]
3. [Decision 3] - [Urgency level] - [Decision needed by date]

### Team Communication
**Performance Highlights:**
- [Positive performance area 1]
- [Positive performance area 2]
- [Area needing improvement]

**Action Items for Team:**
1. [Action item 1] - [Owner] - [Due date]
2. [Action item 2] - [Owner] - [Due date]
3. [Action item 3] - [Owner] - [Due date]

---

## Quality and Scope Management

### Scope Performance
| Scope Element | % Complete | Quality Score | Issues | Forecast |
|---------------|------------|---------------|--------|----------|
| [Scope 1] | [XX%] | [Score]/10 | [Count] | [On track/At risk] |
| [Scope 2] | [XX%] | [Score]/10 | [Count] | [On track/At risk] |
| [Scope 3] | [XX%] | [Score]/10 | [Count] | [On track/At risk] |

### Quality Metrics
| Quality Metric | Target | Actual | Variance | Trend |
|----------------|--------|--------|----------|-------|
| **Defect Rate** | [X%] | [X%] | [X%] | ↗️➡️↘️ |
| **Rework Rate** | [X%] | [X%] | [X%] | ↗️➡️↘️ |
| **Customer Satisfaction** | [Score]/10 | [Score]/10 | [Variance] | ↗️➡️↘️ |

---

## Historical Performance Data

### Monthly Performance Summary
| Month | PV | EV | AC | SPI | CPI | Notes |
|-------|----|----|----|----|-----|-------|
| [Month -2] | $[Amount] | $[Amount] | $[Amount] | [X.XX] | [X.XX] | [Notes] |
| [Month -1] | $[Amount] | $[Amount] | $[Amount] | [X.XX] | [X.XX] | [Notes] |
| [Current] | $[Amount] | $[Amount] | $[Amount] | [X.XX] | [X.XX] | [Notes] |

### Baseline Changes
| Change | Date | Reason | Budget Impact | Schedule Impact | Approval |
|--------|------|--------|---------------|-----------------|----------|
| [Change 1] | [Date] | [Reason] | $[Amount] | [Days] | [Authority] |
| [Change 2] | [Date] | [Reason] | $[Amount] | [Days] | [Authority] |
| [Current Baseline] | [Date] | [Current approved baseline] | $[Amount] | [Duration] | [Authority] |

---

## Data Quality and Assumptions

### Data Collection Notes
**Data Sources:**
- Timesheet system: [System name] - Updated [frequency]
- Financial system: [System name] - Updated [frequency]
- Project schedule: [Tool name] - Updated [frequency]
- Progress reports: [Source] - Updated [frequency]

**Data Quality Issues:**
- [Issue 1]: [Impact on EVM accuracy]
- [Issue 2]: [Impact on EVM accuracy]
- [Resolution timeline]: [Expected resolution]

### Key Assumptions
1. [Assumption 1]: [Impact if assumption changes]
2. [Assumption 2]: [Impact if assumption changes]
3. [Assumption 3]: [Impact if assumption changes]

---

## Appendices

### Appendix A: Detailed WBS Performance
[Reference to detailed work package performance data]

### Appendix B: Variance Analysis Reports
[Reference to detailed variance analysis by category]

### Appendix C: Change Control Documentation
[Reference to approved scope and budget changes]

### Appendix D: Performance Improvement Plans
[Reference to detailed corrective action plans]

---

## Report Approval and Distribution

**Prepared by:**
Name: _______________________ Date: _______
[Project Manager]

**Reviewed by:**
Name: _______________________ Date: _______
[Program Manager]

**Approved by:**
Name: _______________________ Date: _______
[Project Sponsor]

**Distribution List:**
- Executive Sponsor
- Project Steering Committee
- Program Management Office
- Finance Director
- Project Team Leads

---

*This EVM Dashboard provides comprehensive earned value analysis for project performance monitoring and control. It should be updated regularly with accurate data from project management and financial systems.*

**Next Report Date:** [Date]  
**Report Frequency:** [Weekly/Monthly]