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Earned Value Management for the ARE: Tracking Project Financial Performance

What Earned Value Management is, how to calculate planned value, earned value, and actual cost, and how these metrics help architects monitor project financial health - tested on ARE PjM and PcM.

August 18, 2025

Earned Value Is the Bridge Between Schedule and Budget

Most project tracking methods look at either schedule or budget in isolation. Earned Value Management (EVM) combines both, giving project managers a single integrated view of whether a project is ahead of or behind plan - in terms of both time and money. For architecture firms managing complex multi-phase projects, EVM provides early warning of problems before they become crises. The ARE tests this concept on both PjM and PcM divisions.

The Three Core EVM Metrics

Planned Value (PV) - also called BCWS

Planned Value is the budgeted cost of the work that was scheduled to be done by a particular date. It represents what the project plan says should have been spent. If a project has a $100,000 fee and should be 40% complete by week 8, the PV at week 8 is $40,000. PV is derived from the project schedule and budget combined.

Earned Value (EV) - also called BCWP

Earned Value is the budgeted cost of the work that was actually completed by the measurement date. It represents the value of what has been accomplished, measured in budget dollars - not actual spend. If that same project is only 30% complete at week 8, EV = $30,000 regardless of what was actually spent.

Actual Cost (AC) - also called ACWP

Actual Cost is the total amount actually spent on the project to date. If the team has spent $38,000 to reach 30% completion, AC = $38,000.

EVM Performance Metrics and Indices

MetricFormulaMeaning
Schedule Variance (SV)EV – PVNegative = behind schedule
Cost Variance (CV)EV – ACNegative = over budget
Schedule Performance Index (SPI)EV ÷ PVLess than 1.0 = behind schedule
Cost Performance Index (CPI)EV ÷ ACLess than 1.0 = over budget

Worked Example

A project has a total budget of $200,000. At week 10, the plan calls for 50% completion (PV = $100,000). Actual completion is 45% (EV = $90,000). Actual costs to date are $105,000 (AC = $105,000).

  • SV = EV – PV = $90,000 – $100,000 = –$10,000 (behind schedule)
  • CV = EV – AC = $90,000 – $105,000 = –$15,000 (over budget)
  • SPI = $90,000 ÷ $100,000 = 0.90 (performing at 90% of planned schedule rate)
  • CPI = $90,000 ÷ $105,000 = 0.857 (spending $1.00 for every $0.857 of value earned)

This project is both behind schedule and over budget - an early warning that the project manager needs to take corrective action.

EVM on Architecture Projects

Architecture firms often adapt EVM to track hours and fees rather than construction cost. The "budget" is the project fee, the "planned value" is the fee earned through the expected phase completion by a given date, and "actual cost" is the direct labor plus expenses incurred. Even informal EVM tracking - comparing percent complete against percent fee spent - gives project managers meaningful data for conversations with clients about scope changes.

Key Exam Points

  • EV = budgeted cost of work performed; AC = actual cost of work performed.
  • Negative SV = behind schedule; negative CV = over budget.
  • CPI less than 1.0 means you are spending more than the work is worth.
  • EVM requires a performance measurement baseline (scope + schedule + budget combined).

Study PcM on AREprep

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