Establishing Earned Value (EV) Reporting in UniPhi
- Feb 6
- 4 min read
Updated: Feb 11
This article explains the end-to-end process for setting up Earned Value (EV) reporting in UniPhi.
It is intended for Project Managers and Project Administrators who are familiar with Earned Value Management concepts, but who may be new to configuring UniPhi for EV reporting.
Overview: What UniPhi Uses to Calculate Earned Value
To calculate Earned Value at all levels of the Work Breakdown Structure (WBS), UniPhi relies on three core data streams:
A baselined Resource Plan (budgeted labour effort and cost)
Actuals, captured via: Timesheets (labour) & Costs (non-resource)
Milestones, capturing: Progress (% complete) & Earned Value (EV) weightings
How Earned Value Is Calculated in UniPhi
At a high level, UniPhi combines:
Planned Value (PV) derived from: Baselined resource plans & Baselined cost budgets (resource and non-resource)
Actual Cost (AC) derived from: Approved timesheets & Actual cost entries
Earned Value (EV) derived from: Milestone progress (% complete) & Milestone EV weightings
This data is automatically rolled up from task and milestone level, through projects, and up to program and portfolio-level reporting.
Phase 1: Foundation Data Setup
1. Set Up Your Resource Pool
All EV calculations involving labour require resources to exist in UniPhi.
What to Do
Navigate to: Resources Module > Resources
Add or import project team members
Minimum Recommended Fields
Employee Number or Contact ID
Name
Email
Organisation
Resources can represent:
Named individuals
Generic roles or classifications (for example: Project Manager, Engineer)
📎 See Knowledge Base articles:
2. Ensure Resources Have Rates
Resource rates are essential for converting planned and actual hours into cost.
Key Points
Rates can be maintained:
At a classification/grade level, or
Against individual resources
Multiple rate types may be configured if required:
Standard
Overtime
Charge-out
Without rates, UniPhi cannot calculate:
Budgeted resource cost
Actual cost of time booked
Cost-based EV metrics (CPI, CV)
📎 See Knowledge Base articles:
Phase 2: Budgeting and Baselining
3. Establish the Resource Plan Budget (Labour)
The Resource Plan represents the Planned Value (PV) for labour.
What to Do
Navigate to: Resources > Resource Planning
Enter planned effort (typically hours) against:
WBS elements
Time periods
Resources or classifications
Notes and Tips
Resource plans can be:
Entered manually, or
Imported using UniPhi’s copy/paste from Excel feature
UniPhi automatically applies rates to calculate budgeted labour cost.
📎 See Knowledge Base articles:
4. Snapshot the Original and Approved Resource Plan
Earned Value reporting requires a baseline.
What to Do
Use the Snapshot feature in Resource Planning to:
Capture an Original plan
Approve an Approved / Baseline plan via workflow (if configured)
These snapshots:
Lock the Planned Value
Enable comparison against actuals
Support change control and auditability
📎 See Knowledge Base articles:
5. Establish the Budget for Non-Resource Costs
In addition to labour, Earned Value reporting often includes non-resource costs, such as:
Contractors
Materials
Equipment
Travel
Non-resource cost budgets are captured in the Cost module and contribute to project-level Earned Value.
What to Do
Navigate to:
Costs > Costs, and/or
Revenue (where applicable)
Enter budget values against the appropriate:
Cost categories
Cost codes
WBS elements
Important
For EV reporting, you must establish both:
The whole-of-project budget, and
The time-phased budget
The time-phased budget is used for calculating Cost Performance Index
(CPI) and time-based EV metrics.
📎 See Knowledge Base articles:
6. Create Original and Approved Snapshots for Non-Resource Costs
As with resource plans, cost budgets must be baselined.
What to Do
Use cost snapshot and baseline functionality to:
Capture the Original budget
Approve the Baseline budget
This ensures:
Accurate EV comparisons
Reliable cost variance reporting
Proper change management
📎 See Knowledge Base articles:
Phase 3: Progress and Earned Value Capture
7. Create Milestones for Progress and EV Weighting
UniPhi uses Milestones to calculate Earned Value progress.
Each milestone can capture:
% Complete
Earned Value weighting
Options for Creating Milestones
Manual entry: Navigate to: Time > Milestones
Milestone templates: Apply a consistent structure across the WBS
Integrated schedules that can be imported from Primavera P6 & Microsoft Project
Best Practice
Ensure milestone EV weightings total 100% at the relevant WBS level
Keep milestone progress up to date to ensure accurate EV calculations
📎 See Knowledge Base articles:
Phase 4: Capturing Actuals
Although not a setup step, Earned Value reporting depends on ongoing actuals capture.
Labour Actuals
Captured via Timesheets
Drive: Actual Cost (AC) & Labour-based EV metrics
Non-Resource Cost Actuals
Actual costs for non-resource items can be captured via transactions imported from an accounting system, including:
Accounting integrations
Imports via: Configuration > Timesheets > Import Expenses (Transactional)
Imports in the Costs module (aggregated actuals per project and cost code)
Signed-off progress claims from UniPhi cost contracts
📎 See Knowledge Base articles:
Phase 5: Earned Value Reporting
Once all data is in place, UniPhi provides several ways to report on Earned Value.
Program-Level Earned Value
Navigate to: Hamburger menu > Reports > Profitability > Program Earned Value
Provides rolled-up EV metrics across multiple projects
Project-Level Earned Value
Navigate to: Hamburger menu > Reports > Profitability > Earned Value
Provides detailed EV metrics for an individual project
Metrics typically include:
Earned Value (EV)
Actual Cost (AC)
Cost and Schedule Variances
CPI and SPI (where configured)
Bespoke and Executive Reporting
For more complex reporting requirements, UniPhi integrates directly with Power BI
EV data can also be used to build:
Executive dashboards
Portfolio-level trend analysis
Custom KPIs and visuals
📎 See Knowledge Base articles:
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