Waterfall Project
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.6. Admin Settings
1.6.1 Confluence Data Import
1.7. Workflow

Project Reports and Earned Value Management

2026-08-24 10:05:46
Sanplex Content
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Last edited by Jing WANG on 2026-08-24 10:07:02
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Summary: Learn how to use Waterfall project reports and Earned Value Management to monitor project progress, evaluate schedule and cost performance, and configure related reporting settings.

Catalog

Feature Overview

The Report feature in Waterfall projects provides weekly reports and milestone reports to help teams monitor project progress, schedule performance, cost performance, and overall project status.

The feature integrates Earned Value Management (EVM) to evaluate project performance by comparing planned work, completed work, and actual cost. Through key indicators such as PV (Planned Value), EV (Earned Value), AC (Actual Cost), SPI (Schedule Performance Index), and CPI (Cost Performance Index), project teams can better understand project execution status and make informed decisions.

Use Cases

  • Project progress tracking: Weekly reports provide visibility into project progress, completed work, and current project status.
  • Milestone monitoring: Milestone reports help teams evaluate progress and performance at important project checkpoints.
  • Schedule and cost analysis: EVM metrics help project managers identify schedule deviations and cost efficiency trends.
  • Project performance management: SPI, CPI, SV, and CV indicators provide quantitative support for project monitoring and improvement.

I. Project Reports and Milestone Reports

In Project > Overview, you can view the project dashboard, including project progress and related reports.

Project overview dashboard showing project plan and progress information.

You can also access project reports from Project > Report to view available reports.

Report page displaying available project reports.

If a project phase is configured as a milestone in Project > Phase, the corresponding milestone report can be viewed in the report list.

Report list showing a milestone report entry.

Click a milestone report to view detailed milestone performance information, including planned value, earned value, actual cost, and related performance indicators.

Report menu showing the milestone report option.

II. Earned Value Management in Waterfall Projects

Earned Value Management (EVM) is used in project reports to evaluate project performance by comparing planned progress, completed work, and actual cost.

The following EVM concepts and metrics are used in weekly reports and milestone reports.

Report table showing PV, EV, AC, SPI, CPI, SV, and CV metrics.

1. Key EVM Concepts

1.1 PV — Planned Value

The value of work planned to be completed at a specific point in time.

1.2 EV — Earned Value

The value of work actually completed at a specific point in time.

1.3 AC — Actual Cost

The actual cost incurred for completed work at a specific point in time.

1.4 SPI — Schedule Performance Index

Measures schedule efficiency by comparing earned value with planned value.

Formula: SPI = EV / PV

1.5 CPI — Cost Performance Index

Measures cost efficiency by comparing earned value with actual cost.

Formula: CPI = EV / AC

1.6 SV — Schedule Variance

Measures the difference between completed work and planned work.

Formula: SV = EV - PV

1.7 CV — Cost Variance

Measures the difference between earned value and actual cost.

Formula: CV = EV - AC

2. Calculation Formulas

Using the milestone report as an example, earned value data is calculated based on project work hours.

Hover over the question mark icon next to the milestone stage to view the calculation rules.

Tooltip showing earned value calculation rules.

III. Related Settings

In Admin > Features > Project > Estimate, you can configure project estimation settings, including estimation units, labor costs, working hours, and working days.

Project estimation settings page.

After setting the budget for a program or project, the budget amount can be entered during project creation.

Project creation page showing the budget field.

In Admin > Features > Measurement, you can configure target ranges and prompt messages for project performance indicators, including schedule performance and cost performance.

Measurement threshold configuration page.

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