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            Admin - Earned Value Techniques (EVT)

            Modified on Fri, 25 Sep at 4:03 PM

            GovCon: Earned Value Techniques (EVT)

            A performance measurement technique selected to represent the measurement of work scope progress and accomplishment in a work package. Available EVTs include: XX/YY, 0/100, 50/50, Level of Effort, Apportioned Effort, Incremental Milestone, Incremental (Weighted) Milestones, Percent Complete with QBD, Percentage Complete, Weighted Percent Complete (Duration), PERT, No Earned Value

            content.emoticon.pin Toggles

            Note: To use EVM in Cora, both the Baseline and Rate Matrix functionality MUST be enabled, as EVM cannot function properly without them. All required toggles for EVM, including Baselines and Rate Matrix, are listed below.

            Feature Toggle(s)

            Permanent Toggle(s)

            EVM

             144924_Set_EV_Percent_Complete_to_100

             

            Baselines

             100008_Financial_Baseline_Comparison_MVP
            107588_C2_Task_Changes_to_Support_Baseline_Change_
            71407_Baseline_Financial_Comparisions_Design_New_M

             Updated_Baselines
            BaselineChangeControl

            Rate Matrix

             114927_Add_Filter_functionality_to_Rate_Matrix_Gri
            67343_RateMatrix
            84471_Burden_Costs_Calculations
            90057_Ability_to_include_Wildcard_in_Rate_Matrix_A
            134906_Adjust_Rate_Matrix_for_Baseline
            126223_Add_Filter_Functionality_to_Burden_Matrix_G
            130498_Show_AFinFMW
            91810_Enterprise_Financials_Support_13_Periods

             

            Schedule

            141598_Hide_Expected_Date_on_Materials
            121094_Statusing_25_Distribute_ETC_from_Status_Da
            104235_Ability_to_view_on_OOB_Forecast_screen_in_a
            105269_Scheduling_Free_Float_Field_and_Calculation
            111141_New_Cost_columns_in_the_GanttSchedule
            67077_StatusDate_Configuration_Setting
            70822_Ability_to_clear_Forecast_as_of_the_Status_D

            KanbanBoard
            DuplicateSkillsOnTasks
            TASKFMSLINK
            TMActualPopup

             ?️ Configuration (Admin)

            • Administration > System > My Installation > Features

              • Ensure EVM is checked and click Update

                image-20250613-193809.png

            • Administration > System > Project

              • Set Effort - choose if this based on total effort or remaining effort to ETC - Remaining Effort

            image-20260521-124615.png

            • Administration > System > Earned Value Management

              • Under the Earned Value Management Management tab,

                • select the Earned Value Techniques that should be available to end users and

                • select the Default Earned Value Technique that is used the majority of time for your organization, then select Save.

                • image-20250613-194649.png

            • Earned Value Techniques are now available for End User usability.  

            (blue star) Items to be aware of (Gotchas)

            To properly calculate Earned Value, the following features need to be used in combination with the Earned Value Techniques:

              • Rate Matrix

              • Project Baseline

              • Organizational Breakdown Structure (OBS) Register

              • Work Breakdown Structure (WBS) Register, and

              • Contract Line Register

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