Cumulative Cost Curve Percent Sample Data

Project Cumulative Cost Data Put your Organization Name Here 7/05 8/05 9/05 10/05 11/05 12/05 1/06 2/06 3/06 4/06 5/06 Initiation $24,000 $2,400 $2,400 $4,800 $9,600 $4,800 $0 10% 10% 20% 40% 20% Planning $160,000 $0 $0 $0 $8,000 $16,000 $16,000 $24,000 $24,000 $32,000 $32,000 5% 10% 10% 15% 15% 20% 20% Execution $890,000 $0 $0 $0 $0 $0 $0 $0 $0 $0 Control $84,000 $1,680 $1,680 $1,680 $1,680 $1,680 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 2% 2% 2% 2% 2% 5% 5% 5% 5% 5% 5% Close $24,000 $0 $0 $0 $0 $0 $0 $0 $0 Months $4,080 $4,080 $6,480 $11,280 $14,480 $20,200 $20,200 $28,200 $28,200 $36,200 $36,200 $4,080 $8,160 $14,640 $25,920 $40,400 $60,600 $80,800 $109,000 $137,200 $173,400 $209,600 $3,840 $5,580 $7,100 $9,900 $13,000 $21,600 $18,000 $26,800 $23,700 $34,000 $32,000 $3,840 $9,420 $16,520 $26,420 $39,420 $61,020 $79,020 $105,820 $129,520 $163,520 $195,520 Reporting Periods: Actual Cost: Cumulative Plan Cost: Cumulative Actual Cost: Monthly % of cost Monthly % of cost Monthly % of cost Monthly % of cost Project Name: My Project Time unit of project: Planned Phase Cost <==== Planned Cost per Reporting Period ====> Total Planned Project Cost: $1,182,000 Monthly % of cost Budgeted Cost per Reporting Period: Template: Cumulative Cost Curve -Percent [Rev 1.0 3/29/2005] Page 1 of 8 Printed on: 2/5/2008Project Cumulative Cost Data Put your Organization Name Here 4. Enter the % of phase cost planned for each Reporting Period in the white cells provided. (see Initiation and Planning for an example of how this is done). Leave unused cells blank. Planned cost per period displays above the % you entered. -Determine the total cost of each project phase -Determine (or guestimate) the percent of cost that will occur during each reporting period for each phase To enter planned project values (note: all data entry cells are white): When should you use this template: -Use this template when you need a Cumulative Cost Curve and you have a good idea of how your costs will be broken out over the course of your project. -This template is useful for projects that last between 4 and 24 reporting periods and where rough estimates of cost per reporting period are adequate. -See companion document "CumulativeCostCurve_Percent_SampleData.xls" to see what a completed project looks like. Cells in column AB will be red until the total percent for the project phase equals 100%. 3. Enter cost of each project phase under Planned Phase Costs 9. Modify the graph in the Cumulative Cost Curve tab as explained on that sheet Instructions: 5. Enter time unit of the project. This is "Months" in the example. This is used as a label on the chart in the next tab. 6. Planned cost per reporting period display in the 'Budgeted Cost per Reporting Period" line 7. Planned Cumulative Cost displays in the "Cumulative Planned Cost" line 1. Enter project name in the space provided 2. Enter reporting periods in cells D4 through AA4 (e.g. weeks, months or quarters as dates (shown) or month1, month2, etc.) -Determine the number of reporting periods that each project phase will last (e.g. 3 months) Cumulative Actual Cost line. It is normal for the last correct cumulative cost figure to repeat through all succeeding months. Do NOT delete these numbers! 8. Enter Actual Costs per reporting period as the data become available. The cumulative actual cost will display in the Before you enter any data, do the following: Template: Cumulative Cost Curve -Percent [Rev 1.0 3/29/2005] Page 2 of 8 Printed on: 2/5/2008Project Cumulative Cost Data Put your Organization Name Here 6/06 7/06 8/06 9/06 10/06 11/06 12/06 1/07 2/07 3/07 4/07 5/07 6/07 $8,000 $0 $0 $0 $0 $0 $0 5% $44,500 $89,000 $89,000 $133,500 $178,000 $133,500 $89,000 $89,000 $44,500 $0 $0 $0 5% 10% 10% 15% 20% 15% 10% 10% 5% $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $4,200 $3,360 $2,520 $2,520 5% 5% 5% 5% 5% 5% 5% 5% 5% 5% 4% 3% 3% $0 $0 $0 $0 $0 $0 $0 $0 $0 $6,000 $8,400 $6,000 $3,600 25% 35% 25% 15% $56,700 $93,200 $93,200 $137,700 $182,200 $137,700 $93,200 $93,200 $48,700 $10,200 $11,760 $8,520 $6,120 $266,300 $359,500 $452,700 $590,400 $772,600 $910,300 $1,003,500 $1,096,700 $1,145,400 $1,155,600 $1,167,360 $1,175,880 $1,182,000 $49,000 $95,000 $97,000 $122,000 $166,000 $102,000 $111,000 $98,000 $62,000 $9,550 $9,900 $7,890 $5,500 $244,520 $339,520 $436,520 $558,520 $724,520 $826,520 $937,520 $1,035,520 $1,097,520 $1,107,070 $1,116,970 $1,124,860 $1,130,360 Template: Cumulative Cost Curve -Percent [Rev 1.0 3/29/2005] Page 3 of 8 Printed on: 2/5/2008Project Cumulative Cost Data Put your Organization Name Here Template: Cumulative Cost Curve -Percent [Rev 1.0 3/29/2005] Page 4 of 8 Printed on: 2/5/2008be ='Raw Data'!$D$26:$O$26 Adding Actual Cost Data be ='Raw Data'!$D$30:$F$30 As you add Actual Cost values, click once on the chart to select it and then click Chart on the toolbar -Click Source Data and then Series -Click Actual Cost and then in the Values box change "Raw data" to inlcude the latest column in which you have Actual Cost the example we have Actual data for 3 months, so the last Actual data is in Column F. The value for Raw Data should Note: this chart is easily added to a Word document. Just click on the chart, right click and Copy, then Paste into the Word document. For example, if your project will last 12 months you will have planned data in columns D through O, so the value for Raw Data -Click once on the chart to select it and then click Chart on the toolbar Initial Setup -Click Budgeted Cost and then in the Values box change "Raw data" to inlcude only the columns in which you have entered -Click Source Data and then Series Once you have entered all of your Planned data in the Raw Data tab, do the following: My Project $0 $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 7/05 9/05 11/05 1/06 3/06 5/06 7/06 9/06 11/06 1/07 3/07 5/07 Months Cumulative Costlatest column in which you have Actual Cost data. In this F. The value for Raw Data should and Copy, then Paste into the Word document. columns D through O, so the value for Raw Data should the columns in which you have entered planning data. 1/07 3/07 5/07 Budget Cost Actual CostNote: this chart is easily added to a Word document. Just click on the chart, right click and Copy, then Paste into the Word document. Raw Data Tab Cumulative Cost Curve tab -Click Actual Cost and then in the Values box change "Raw data" to inlcude the latest column in which you have Actual Cost the example we have Actual data for 3 months, so the last Actual data is in Column F. The value for Raw Data should be ='Raw Data'!$D$30:$F$30 Adding Actual Cost Data -Click Source Data and then Series -Click Source Data and then Series -Click Budgeted Cost and then in the Values box change "Raw data" to inlcude only the columns in which you have entered For example, if your project will last 12 months you will have planned data in columns D through O, so the value for Raw Data be ='Raw Data'!$D$26:$O$26 Initial Setup Once you have entered all of your Planned data in the Raw Data tab, do the following: -Click once on the chart to select it and then click Chart on the toolbar As you add Actual Cost values, click once on the chart to select it and then click Chart on the toolbar out over the course of your project. -This template is useful for projects that last between 4 and 24 reporting periods and where rough estimates of cost reporting period are adequate. -See companion document "CumulativeCostCurve_Percent_SampleData.xls" to see what a completed project looks 9. Modify the graph in the Cumulative Cost Curve tab as explained on that sheet When should you use this template: -Use this template when you need a Cumulative Cost Curve and you have a good idea of how your costs will be broken 6. Planned cost per reporting period display in the 'Budgeted Cost per Reporting Period" line 7. Planned Cumulative Cost displays in the "Cumulative Planned Cost" line 8. Enter Actual Costs per reporting period as the data become available. The cumulative actual cost will display in the Cumulative Actual Cost line. It is normal for the last correct cumulative cost figure to repeat through all succeeding months. NOT delete these numbers! 3. Enter cost of each project phase under Planned Phase Costs 4. Enter the % of phase cost planned for each Reporting Period in the white cells provided. (see Initiation and Planning for an of how this is done). Leave unused cells blank. Planned cost per period displays above the % you entered. Cells in column AB will be red until the total percent for the project phase equals 100%. 5. Enter time unit of the project. This is "Months" in the example. This is used as a label on the chart in the next tab. Template source: http://www.cvr-it.com Instructions: Before you enter any data, do the following: -Determine the total cost of each project phase -Determine the number of reporting periods that each project phase will last (e.g. 3 months) -Determine (or guestimate) the percent of cost that will occur during each reporting period for each phase To enter planned project values (note: all data entry cells are white): 1. Enter project name in the space provided 2. Enter reporting periods in cells D4 through AA4 (e.g. weeks, months or quarters as dates (shown) or month1, month2, etc.)and Copy, then Paste into the Word document. latest column in which you have Actual Cost data. In this F. The value for Raw Data should the columns in which you have entered planning data. columns D through O, so the value for Raw Data should and where rough estimates of cost per see what a completed project looks like. of how your costs will be broken actual cost will display in the repeat through all succeeding months. Do provided. (see Initiation and Planning for an example the % you entered. on the chart in the next tab. period for each phase dates (shown) or month1, month2, etc.)