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Inspire Planner Formula Fields
Friday, April 22, 2022
By:
Karen Guanzon
In:
Knowledge Base
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See below for a definition of all Formula Fields in Inspire Planner and how they are calculated.
Project
Field Name
Definition / How It's Calculated
% Overdue
The percentage the Project is overdue (Days Overdue / Project Duration)
% Complete
Total Project % Complete based on the % Complete of Project Tasks contained within the Project.
% Slippage
The percentage the Project has slipped against the original baseline ((Actual Duration - Baseline Duration) / Baseline Duration)
Actual Duration
The number of days the Project will take to complete based on actual Start and Finish Dates.
Baseline Duration
The number of days the Project will take to complete based on baseline Start and Finish Dates
Cost Performance Index (CPI)
Measures the value of work completed against the Actual Cost. A CPI Value < 1 indicates costs where higher than budgeted while a CPI > 1 indicates that costs were less than budgeted (Earned Value / Actual Cost)
Cost Variance
The difference between Earned Value and Actual Cost. (Earned Value - Actual Cost)
Cost Variance %
The percentage of variance between Earned Value and Actual Cost ((Earned Value - Actual Cost) / Actual Cost)
Days Overdue (Project)
The number of days that the Project is overdue. If there is a Baseline Finish Date, it is calculated by taking the difference between the Actual Finish Date and the Baseline Finish Date. If there is no Baseline Finish Date, then it takes the difference between the current date and the Actual Finish Date.
Days to Completion
The number of days remaining until Project completion (Actual Finish Date - Today)
Duration
The duration of the entire Project based on the Start and Finish Dates
Earned Effort
Effort earned based on % Complete of the Project (Total Planned Effort * % Complete)
Earned Value
Budget earned to date based on the Project % Complete. (Budgeted Cost * % Complete)
Effort Variance
The difference between the Earned Effort and Actual Effort for the Project (Earned Effort - Total Actual Effort)
Effort Variance %
The percentage of variance between Earned Effort and Actual Effort ((Earned Effort - Total Actual Effort) / Total Actual Effort)
Estimated at Completion (EAC)
A forecast of how much the total project will cost. (Budgeted Cost / CPI)
Finish Variance
The difference between the baseline Finish date and the actual Finish Date (Actual Finish Date - Baseline Finish Date)
Planned Value
Defined as the amount the Project should have earned based on current date against Project Duration and Budgeted Cost. If current date is less than Project Start Date, then Planned Value is at $0. (Project Duration - ((Project Finish Date - TODAY) + 1) / Project Duration) * Budgeted Cost)
*This is not a formula field on the project, but is populated by the Inspire Planner Nightly Job. It is included in this help article to provide information on how this field is calculated.
Owner Name
Displays the Project Owner Name
Remaining Budget
The difference between Budgeted Cost and Actual Cost (Budgeted Cost - Actual Cost)
Remaining Effort
The difference between Planned Effort and Actual Effort (Total Planned Effort - Total Actual Effort)
Slippage
The number of days the Project has slipped against the baseline. Negative value means that the Project completed ahead of schedule (Actual Duration - Baseline Duration)
Start Variance
The difference between baseline Start Date and actual Start Date (Start Date - Baseline Start Date)
Project Task
Field Name
Definition / How It's Calculated
% Overdue
The percentage the Project is overdue (Days Overdue / Project Duration)
% Complete
Total Project % Complete based on the % Complete of Project Tasks contained within the Project.
% Slippage
The percentage the Project has slipped against the original baseline ((Actual Duration - Baseline Duration) / Baseline Duration)
Actual Duration
The number of days the Project will take to complete based on actual Start and Finish Dates.
Baseline Duration
The number of days the Project will take to complete based on baseline Start and Finish Dates
Cost Performance Index (CPI)
Measures the value of work completed against the Actual Cost. A CPI Value < 1 indicates costs where higher than budgeted while a CPI > 1 indicates that costs were less than budgeted (Earned Value / Actual Cost)
Cost Variance
The difference between Earned Value and Actual Cost. (Earned Value - Actual Cost)
Cost Variance %
The percentage of variance between Earned Value and Actual Cost ((Earned Value - Actual Cost) / Actual Cost)
Days Overdue
The number of days that the Task is overdue. It takes the difference between the current date from the Task Actual Finish Date.
Days to Completion
The number of days remaining until Project completion (Actual Finish Date - Today)
Duration
The duration of the Task based on the Start and Finish Dates
Earned Effort
Effort earned based on % Complete of the Project (Total Planned Effort * % Complete)
Effort Variance
The difference between the Earned Effort and Actual Effort for the Project (Earned Effort - Total Actual Effort)
Effort Variance %
The percentage of variance between Earned Effort and Actual Effort ((Earned Effort - Total Actual Effort) / Total Actual Effort)
Estimated at Completion (EAC)
A forecast of how much the total project will cost. (Budgeted Cost / CPI)
Finish Date Only
Task Finish Date
Finish Variance
The difference between the baseline Finish date and the actual Finish Date (Actual Finish Date - Baseline Finish Date)
Owner Name
Displays the Project Owner Name
Remaining Budget
The difference between Project Task Budgeted Cost and Actual Cost (Budgeted Cost - Actual Cost)
Remaining Effort
The difference between Planned Effort and Actual Effort (Total Planned Effort - Total Actual Effort)
Start Date Only
Task Start Date
Start Variance
The difference between baseline Start Date and actual Start Date (Start Date - Baseline Start Date)
Slippage
The number of days the Project has slipped against the baseline. Negative value means that the Project completed ahead of schedule (Actual Duration - Baseline Duration)
Task Earned Value
Budget earned to date based on the Project Task % Complete. (Budgeted Cost * % Complete)
Task Planned Value
Defined as the amount the Task should have earned based on current date against Task Duration and Budgeted Cost. If current date is less than Task Start Date, then Planned Value is at $0. (Task Duration - ((Task Finish Date - TODAY) + 1) / Task Duration) * Budgeted Cost)
Tags
Administration
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