Edit Time Phased Values

The following steps assume you are using the Standard View Ribbon Menu option to edit the base result values for work packages.

  1. Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu.
  3. Expand the WBS hierarchy as needed to view the work packages.
  4. Select the work package row in the top pane.
  5. Select the Resources tab in the bottom pane. The left pane displays the Budget, Earned, Actuals, and Forecast tabs, the Budget tab is enabled with a list of the resources assigned to the work package.
  6. Select the resource row in the left pane of the Budget tab.
  7. Select the Spreads tab in the right pane of the Budget tab. A table of result rows and calendar month columns displays. The base result row and Total column are highlighted. The calendar month columns to the right of the Total column reflect the work package start and end dates.

    Tip:

    The Total column and calendar month columns will be highlighted in red when a work package budget start date occurs before the previous reporting period end date.

  8. In the Total column, click in the base result value cell. Enter the revised total FTE/hours or direct cost base result value in the cell and press Enter. The Spread Curve dialog box displays.
  9. Click the Use Existing Spread radio button or Use Spread radio button and then select the Spread from the dropdown.

    Tips:

    If you select the Use Spread option and select a different spread, the work package spread setting is updated to match your selection in the dialog box. A Change Spread confirmation dialog box also displays. Click Yes.

    If you selected the Manual spread option, enter the revised base result value for each calendar month. The Total column is then calculated for you.

  10. Click OK. The result rows and calendar columns are automatically calculated based on the base result value you entered.
  11. Repeat Steps 4 through 10 to edit values for other work packages and assigned resources.