Join Our Discord

PRACTICAL GUIDE

Project Health Overview (Schedule EVM)

We added a schedule-only EVM view that surfaces EV, PV, SPI (EV÷PV), and SV to produce a clear “Ahead / On track / Behind” status at a glance.

Published 2025-08-24 · Updated 2025-08-24

A quick, executive read of schedule health using Earned Value Management (EV, PV, SPI, SV). Cost-side metrics (CPI) are intentionally out of scope.

speed EVM (Schedule) Status shows Ahead / On track / Behind derived from SPI (EV ÷ PV).
  • Ahead SPI ≥ 1.05
  • On 0.95 ≤ SPI < 1.05
  • Behind SPI < 0.95
visibility_off No “TBD” wall. Rows hide until ready. A subtle “Some metrics are pending” note appears if anything is hidden. do_not_disturb No CPI (cost performance) because FolioProjects doesn’t track Actual Cost. We show schedule health only.

assignmentProject “At-a-Glance”

Schedule (EVM)
  • speed Status (derived from SPI) Ahead / On / Behind
  • assessment EV / PV $EV / $PV
  • trending_down SV $SV
Risk & Signals
  • starsPM Risk Very High / High / Medium / Low / Very Low
  • buildML Risk short text
  • psychologyML Success 0–100%
Basics
  • scheduleStartDate
  • timerEndDate
  • settingsTypeCategory
  • verified_userPrivacyLevel
Engagement
  • visibilityVisitorsCount
Items without values are temporarily hidden; a small note appears: “Some metrics are pending.”

workspacesPortfolio “At-a-Glance”

Schedule (EVM)
  • speed Status (derived from SPI) Ahead / On / Behind
  • assessmentEV / PV $EV / $PV
  • trending_downSV $SV
Risk
  • starsAverage RiskWeighted by BAC
  • reportRisk CountTotal
Budget & Scale
  • paymentsTotal Budget$
  • paymentsLargest Project Budget$
  • placeLocations#
Timeline
  • scheduleEarliest StartDate
  • timerLatest EndDate
Like projects, empty values are hidden with a small note indicating some metrics are pending.

ruleHow it works

Formulas (plain English)
  • BAC = Project price (planned budget)
  • EV = BAC × (completed milestones ÷ total milestones)
  • PV = BAC × (elapsed time ÷ total time), clamped 0–1
  • SPI = EV ÷ PV
  • SV = EV − PV
  • CPI = EV ÷ AC — not shown (no Actual Cost)
Where numbers come from
  • Project EV/PV/SPI/SV from the project’s EVM view/rollup
  • Portfolio EV/PV/SV are the sum across member projects; SPI uses ΣEV ÷ ΣPV
  • Risk is a BAC-weighted average at portfolio level; simple average fallback when needed

visibilityWhen values appear

  • EVM Status appears when SPI is numeric (PV > 0 and dates valid)
  • EV/PV/SV appear when EV and PV are available (milestones > 0 and dates set)
  • Risk appears when team-entered risks are present
  • ML signals appear when model has produced outputs
  • Visitors/Subscribers appear when a count is available (0 is shown)
  • Anything missing is hidden to avoid clutter; a small note indicates pending metrics

help_outlineFAQ

CPI needs Actual Cost (AC). FolioProjects currently tracks schedule progress, not spend. When AC is available, CPI can be added as EV ÷ AC.

SPI needs PV > 0 and valid dates (start & end). Set project dates and ensure end > start. Also ensure milestones are configured (for EV).

EV reflects work actually completed (from milestones). PV reflects the work that should be completed by now (from time elapsed).

Sustainability

How FolioProjects computes and renders Environmental, Social, and Governance scores for projects (and aggregates for profiles/portfolios).

Projects

Projects are a core feature on FolioProjects, centralizing activity and information for analyzis and optimization. This documentation provides a high level view

Create a portfolio and Snapshot

Choose an objective, assemble the relevant property information and request an assessment for the decision you need to make.