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Calculate Schedule Performance Index (SPI)

Last update: Thu Dec 12 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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The Schedule Performance Index (SPI) describes the relationship between the planned schedule and actual schedule. ۶Ƶ Workfront calculates SPI at the project and task levels. Project managers review this metric to identify whether tasks or projects are currently tracking ahead of or behind schedule.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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۶Ƶ Workfront plan Any
۶Ƶ Workfront license

New: Light or higher

or

Current: Review or higher
Access level configurations View access to Projects and Financial Data
Object permissions View or higher permissions to the project with permissions to View Finance

For more detail about the information in this table, see Access requirements in Workfront documentation.

Schedule Performance Index (SPI) overview

What the SPI value shows what-the-spi-value-shows

Project managers understand that a SPI value of 1 means the project is on plan or on schedule.  Values greater than 1 indicate a project is ahead of schedule, and values less than 1 mean a project is behind schedule.  The further from 1, the greater deviation from the plan.

SPI Value
Indication of “On Schedule”
1
On plan or on schedule
> 1 (greater than 1)
Ahead of schedule
< 1 (less than 1)
Behind schedule

How Workfront calculates SPI how-workfront-calculates-spi

Workfront calculates SPI by the following formula:

SPI = (Total Planned Hours x % Complete) / Planned Hours Scheduled to Date*

*If Planned Hours Scheduled to Date = 0, SPI = 1.

Planned Hours Schedule to Date are calculated at the minute when you perform the calculations. It shows the number of Planned Hours planned to the current date. It can be recalculated automatically when you change your finance data to be accurate. There is no field in Workfront that indicates this value.

For example, if you have a project with 1 task and the task has 10 planned hours and a 10-day Duration, the Planned Hours Schedule to Date on the 5th day are 5.

Locate SPI in a project or task

  1. Go to the project or task where you want to view SPI.

  2. Depending on whether you want to view SPI on a project or a task, do one of the following:

    1. Click Project Details in the left panel, then view the Finance area.

    2. Click Task Details in the left panel, then view the Finance area.

  3. Find the CPI/ SPI/ CSI field.

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