Reference

Definitions

A comprehensive guide to project management formulas, metrics, and terms used across Rockwall.

Showing 24 of 24 definitions

Critical Path Method (CPM)

Scheduling

A scheduling technique that identifies the longest sequence of dependent tasks, determining the minimum project duration. Tasks on the critical path have zero float.

Formula

Float = Late Start − Early Start (or) Late Finish − Early Finish

Example

If Task A (5 days) → Task B (3 days) → Task C (4 days), the critical path is 12 days and none of these tasks can be delayed without extending the project.

Total Float (Slack)

Scheduling

The amount of time a task can be delayed without delaying the project end date. Tasks with zero float are on the critical path.

Formula

Total Float = Late Start − Early Start = Late Finish − Early Finish

Example

If a task has Early Start = Day 5, Late Start = Day 9, then Total Float = 9 − 5 = 4 days.

Free Float

Scheduling

The amount of time a task can be delayed without delaying the Early Start of its successor tasks.

Formula

Free Float = Early Start of Successor − Early Finish of Current Task

Example

Task A finishes Day 10, successor Task B has Early Start Day 14: Free Float = 14 − 10 = 4 days.

Schedule Variance (SV)

Scheduling

Measures schedule performance by comparing the value of work performed versus the value of work planned. Negative means behind schedule.

Formula

SV = EV − PV

Example

EV = $40,000 (work done), PV = $50,000 (work planned): SV = $40,000 − $50,000 = −$10,000 (behind schedule).

Schedule Performance Index (SPI)

Scheduling

A ratio measuring scheduling efficiency. SPI < 1 means behind schedule; SPI > 1 means ahead of schedule; SPI = 1 is on track.

Formula

SPI = EV ÷ PV

Example

EV = $40,000, PV = $50,000: SPI = 40,000 ÷ 50,000 = 0.80 (working at 80% of planned speed).

Earned Value (EV)

Earned Value

The budgeted cost of the work actually performed. It represents the "value" of the work done expressed in terms of the approved budget.

Formula

EV = % Complete × Budget at Completion (BAC)

Example

Project BAC = $100,000, 40% complete: EV = 0.40 × $100,000 = $40,000.

Planned Value (PV)

Earned Value

The authorized budget assigned to scheduled work. Also called Budgeted Cost of Work Scheduled (BCWS). It represents what should have been done by now.

Formula

PV = Planned % Complete × BAC

Example

Project BAC = $100,000, should be 50% done: PV = 0.50 × $100,000 = $50,000.

Actual Cost (AC)

Earned Value

The actual cost incurred for work performed on a project during a specific time period. Also called Actual Cost of Work Performed (ACWP).

Formula

AC = Sum of all actual costs incurred to date

Example

If you've spent $48,000 on labor, materials, and overhead to complete 40% of work: AC = $48,000.

Cost Variance (CV)

Cost & Budget

Measures cost performance by comparing the value of work performed to the actual cost. Negative means over budget.

Formula

CV = EV − AC

Example

EV = $40,000 (work done), AC = $48,000 (spent): CV = $40,000 − $48,000 = −$8,000 (over budget).

Cost Performance Index (CPI)

Cost & Budget

A ratio measuring cost efficiency. CPI < 1 means over budget; CPI > 1 means under budget; CPI = 1 is on budget.

Formula

CPI = EV ÷ AC

Example

EV = $40,000, AC = $48,000: CPI = 40,000 ÷ 48,000 = 0.83 (getting $0.83 of value per $1 spent).

Estimate at Completion (EAC)

Cost & Budget

Forecasts the expected total cost of the project at completion, based on current performance trends.

Formula

EAC = BAC ÷ CPI (or) EAC = AC + (BAC − EV)

Example

BAC = $100,000, CPI = 0.83: EAC = $100,000 ÷ 0.83 = $120,482 (projected final cost).

Estimate to Complete (ETC)

Cost & Budget

The expected cost to finish all remaining project work from the current point in time.

Formula

ETC = EAC − AC

Example

EAC = $120,482, AC = $48,000: ETC = $120,482 − $48,000 = $72,482 remaining to spend.

Variance at Completion (VAC)

Cost & Budget

The difference between the original budget and the forecasted final cost. Negative means the project will exceed budget.

Formula

VAC = BAC − EAC

Example

BAC = $100,000, EAC = $120,482: VAC = $100,000 − $120,482 = −$20,482 (projected overrun).

To-Complete Performance Index (TCPI)

Cost & Budget

The cost performance required to complete the remaining work within the budget. TCPI > 1 means future work must be more cost-efficient.

Formula

TCPI = (BAC − EV) ÷ (BAC − AC)

Example

BAC = $100,000, EV = $40,000, AC = $48,000: TCPI = (100,000 − 40,000) ÷ (100,000 − 48,000) = 60,000 ÷ 52,000 = 1.15.

Percent Complete

Performance

The proportion of the total work that has been accomplished at a given point in time, expressed as a percentage.

Formula

% Complete = (Work Completed ÷ Total Work) × 100

Example

30 of 100 tasks done: % Complete = (30 ÷ 100) × 100 = 30%.

On-Track Status (RAG)

Performance

Red-Amber-Green status indicator showing project health at a glance. Green = on track, Amber = at risk, Red = off track.

Formula

RAG = f(SPI, CPI, schedule variance, risk level)

Example

SPI = 0.75 and CPI = 0.80 → Red status. SPI = 0.95 and CPI = 0.98 → Green status.

Resource Utilization Rate

Resources

The percentage of a resource's available capacity that is being used on project tasks.

Formula

Utilization % = (Assigned Hours ÷ Available Hours) × 100

Example

Resource works 8 hrs/day, assigned 6 hrs/day: Utilization = (6 ÷ 8) × 100 = 75%.

Labor Cost

Resources

The total cost of a resource's work based on their hourly rate and the number of hours worked on project tasks.

Formula

Labor Cost = Hours Worked × Hourly Rate

Example

Developer works 120 hrs at $85/hr: Labor Cost = 120 × $85 = $10,200.

Lag & Lead

Scheduling

Lag is a delay between two linked tasks. Lead (negative lag) allows a successor to start before its predecessor finishes.

Formula

Adjusted Start = Predecessor Date + Lag (negative lag = lead)

Example

Task B starts 3 days after Task A finishes (Lag = +3). Or Task B starts 2 days before Task A finishes (Lead = −2).

Work Breakdown Structure (WBS)

Scheduling

A hierarchical decomposition of the total scope of work into smaller, manageable components. Each level provides greater detail.

Formula

WBS Number = Parent.Child (e.g. 1.2.3 = Section 1 → Subsection 2 → Task 3)

Example

1.0 Project, 1.1 Planning, 1.1.1 Requirements, 1.1.2 Design, 1.2 Development, 1.2.1 Frontend…

Risk Score

Risk

A quantitative assessment of a risk's overall severity, combining its probability of occurrence with its potential impact.

Formula

Risk Score = Probability × Impact (on a scale of 1–5 or 1–10)

Example

Risk has 60% probability (3/5) and High impact (4/5): Risk Score = 3 × 4 = 12 (High).

Budget at Completion (BAC)

Earned Value

The total approved budget for the project. It is the sum of all budgeted costs for all project work.

Formula

BAC = Sum of all approved budgets for the project scope

Example

Phase 1: $30,000 + Phase 2: $50,000 + Phase 3: $20,000 = BAC $100,000.

Milestone

Scope

A significant point or event in the project, typically marking completion of a major deliverable or phase. Milestones have zero duration.

Formula

Duration = 0 (a point in time, not a span)

Example

Milestones include: "Design Approved", "Beta Launch", "User Acceptance Testing Complete".

Precedence Diagramming Method (PDM)

Scheduling

A technique for constructing a schedule network diagram using nodes (boxes) to represent activities and arrows to show dependencies.

Formula

FS: Successor starts after predecessor finishes SS: Successor starts when predecessor starts FF: Successor finishes when predecessor finishes SF: Successor finishes before predecessor starts

Example

Task A (FS) → Task B means Task B cannot start until Task A is fully complete.