What will this project actually cost at completion?

Every project manager gets asked this mid-project, and most answer with gut feel. Earned value management answers it with arithmetic: compare what the plan said you'd have done, what you actually got done, and what you actually spent, and the forecast falls out. Sortia runs the full EVM readout from a simple per-task table in your sheet.

Work Advanced Project Health Pro engine

After you install, this is the model to open.

Project Health Check (EVM)

  1. In your spreadsheet, click the Sortia icon in the strip of icons down the right-hand edge. No strip? Click the arrow at the bottom-right to open it. You can also use Extensions, then Sortia, then Open Sortia.
  2. Click Start from a template and put that name in the search box.
  3. Pick the card with that name and click Load this template. It arrives on a new tab with real numbers already in it.

This one runs on a Pro engine, and every free install includes five full-quality runs on your own numbers, shared across all five Pro engines rather than five for each. After that, Pro is $199/year.

The answer

One click rolls the task rows into the four numbers a steering committee actually needs.

Cost efficiency (CPI)
0.82 82 cents of work per $1 spent
Forecast at completion (EAC)
$1.67M vs the $1.38M budget
Variance at completion (VAC)
-$293K 21% over budget at this pace
Required efficiency (TCPI)
1.21 needed from here to finish on budget

The project has spent 55% of its budget but earned only 45% of it, so the completion forecast is $1.67M against a $1.38M budget, about $293K over. Hitting budget from here would take a TCPI of 1.21, meaning the team must run 47% more efficiently than it has all project, which almost never happens. That is the case for re-baselining now instead of hoping, and it comes from three numbers you already track.

The model

A year-long systems replacement at month 6 of 12: seven workstreams, each with planned cost, percent that should be complete, percent actually complete, and dollars spent.

Budget at completion (BAC)$1,380,000 across 7 workstreams
Planned value to date (PV)$770,000 (55.8% of budget scheduled by now)
Earned value to date (EV)$626,000 (45.4% of the work actually done)
Actual cost to date (AC)$759,000 spent so far

Once it is in your sheet

  1. The model arrives with real numbers in it and runs as it stands, so you can press the button first and understand it second.
  2. Change the numbers to yours. The sheet marks which cells are inputs and which hold formulas, and most labels carry a note explaining the row.
  3. Press the run button at the bottom of the panel. It is labeled for the tool you are in, and the result lands on its own tab, with a written reading of it beside the figures.

Never used Google Sheets? Start here goes the whole way, in seven steps, and assumes nothing.