Does Smartsheet Support "Schedule Performance Index" (SPI)?

kdmarti24

I've seen some past posts where users tried to create their own columns for this, but they seemed to have errors in the way the calculations were done. What is the latest solution from smartsheet (or recommendation from end-users) to have a calculation that works correctly for SPI? It should be SPI = Earned Value/Planned Value. Values greater than 1 indicate project is ahead of schedule and less than 1 indicate project is behind schedule. Thanks in advance!

Brian_Richardson

There's no baked-in SPI. It needs to be built up with formulas and columns to calculate the various pieces of Earned Value.

Searching Community, I came across a link to this template. The template creators @Aaron Manley and Tanner Owens (couldn't find username for Tanner sorry!) did a lot of heavy lifting to get this working so you can definitely take it and run with it. It won the 2022 template award.

https://www.smartsheet.com/marketplace/template-sets/quantity-based-earned-value?utm_source=marketo&utm_medium=email&utm_campaign=engage-template-contest-2022-11&mem=button&mkt_tok=NDY0LU9OTS0xNDkAAAGH2DEyiv6qAJ3aThA2O35kN3TwlpB6MFTqwmDaz2YVRFnl6QdcEN2snyCQhWvO5VB-QysLrNPGeIEz3zGpGo0I2P1cInX1nShFt_UnipK_hrpXjPusFg&_gl=1*1a68p30*_gcl_au*MTY3MjAwMTM0Ny4xNzE3MDg2NDg0*_ga*MTQzNzQ3Nzg2Ni4xNzE0NjYxOTkx*_ga_ZYH7XNXMZK*MTcxODY1NzI5OC45OC4xLjE3MTg2NTg4NDQuNDkuMC4w&_ga=2.209959829.1891838220.1718647651-1437477866.1714661991

Brian_Richardson

There's no baked-in SPI. It needs to be built up with formulas and columns to calculate the various pieces of Earned Value.

Searching Community, I came across a link to this template. The template creators @Aaron Manley and Tanner Owens (couldn't find username for Tanner sorry!) did a lot of heavy lifting to get this working so you can definitely take it and run with it. It won the 2022 template award.

https://www.smartsheet.com/marketplace/template-sets/quantity-based-earned-value?utm_source=marketo&utm_medium=email&utm_campaign=engage-template-contest-2022-11&mem=button&mkt_tok=NDY0LU9OTS0xNDkAAAGH2DEyiv6qAJ3aThA2O35kN3TwlpB6MFTqwmDaz2YVRFnl6QdcEN2snyCQhWvO5VB-QysLrNPGeIEz3zGpGo0I2P1cInX1nShFt_UnipK_hrpXjPusFg&_gl=1*1a68p30*_gcl_au*MTY3MjAwMTM0Ny4xNzE3MDg2NDg0*_ga*MTQzNzQ3Nzg2Ni4xNzE0NjYxOTkx*_ga_ZYH7XNXMZK*MTcxODY1NzI5OC45OC4xLjE3MTg2NTg4NDQuNDkuMC4w&_ga=2.209959829.1891838220.1718647651-1437477866.1714661991

kdmarti24

@Aaron Manley - Hi Aaron! Would you be able to spend a few minutes with me next week to discuss how your template works?

kdmarti24

I downloaded all the templates, but I need a little extra context and background to apply it to my project. Feel free to reach out to me directly via email or cell phone if so, thanks! kmartin@jagemanneng.com, 303.523.9949