Summary

Cost Variance

Schedule Variance

Investment Description

Goals and Objectives

Investment Projects

Cost and Schedule Color Legend
Variance <10%
Variance ≥10% and < 30%
Variance ≥30%

Explanation of Legend

Cost Variance

Cost Variance = Planned Total Costs – Projected or Actual Total Costs
Cost Variance % = (Cost Variance / Planned Total Cost) x 100

Color Cost Variance % Cost Status
Green <10% On Budget
Yellow ≥ 10% and < 30%
  • Above Budget if Cost Variance is negative or
  • Below Budget if Cost Variance is positive
Red ≥ 30%
  • Above Budget if Cost Variance is negative or
  • Below Budget if Cost Variance is positive

Schedule Variance

Schedule Variance = Planned Completion Date – Actual or Projected Completion Date
Duration = Planned Completion Date – Planned Start Date
Schedule Variance % = (Schedule Variance / Duration) x 100

Color Schedule Variance % Schedule Status
Green <10% On Schedule
Yellow ≥ 10% and < 30%
  • Behind Schedule if Schedule Variance is negative or
  • Ahead of Schedule if Schedule Variance is positive
Red ≥ 30%
  • Behind Schedule if Schedule Variance is negative or
  • Ahead of Schedule if Schedule Variance is positive

Performance Metrics Summary