Overview
The Performance Index Report strips earned value analysis down to its two most critical health indicators — SPI and CPI — and plots them as spline curves over your project timeline. This is your at-a-glance trend chart: a quick look tells you whether performance is improving, degrading, or holding steady. A data grid below the chart shows the exact SPI and CPI values for each reporting period.Prerequisites
- Select a project and reporting period. Both are required before the chart loads.
Reading the Chart
Two curves are plotted over time:| Curve | Metric | Interpretation |
|---|---|---|
| SPI | Schedule Performance Index = BCWP ÷ BCWS | Below 1.0 = behind schedule. Above 1.0 = ahead of schedule. |
| CPI | Cost Performance Index = BCWP ÷ ACWP | Below 1.0 = over budget. Above 1.0 = under budget. |
Available Filters
| Filter | What It Controls |
|---|---|
| Project | The project to analyze |
| Reporting Period | Sets the analysis end point |
| Axis | Toggle between Monthly and Yearly time increments |
| WBS | Limit to a specific WBS element |
| Work Package | Limit to a specific work package |
| CAM | Limit to a specific Control Account Manager |
| Start / End Date | Zoom the chart to a specific date range |
When to Use This Report
Use the Performance Index Report when you need a quick trend summary for a status meeting or executive briefing. Where the CPR shows you the detail behind each number, the Performance Index Report shows the trajectory — whether things are getting better or worse over time. If both SPI and CPI are trending toward 1.0, the project is recovering. If either index is trending away from 1.0, early corrective action is needed.Exporting
Click Export to download the chart and data grid to Excel.