How to Calculate the Schedule and Cost Performance Index in Microsoft Project

Summary

Microsoft Project does not calculate the Schedule Performance Index (SPI) or the Cost Performance Index (CPI). This article contains a sample macro that calculates SPI and CPI for each task in a project.

NOTE: SPI is the ratio of work performed to work scheduled (BCWP/BCWS). CPI is the ratio of budgeted costs to actual costs (BCWP/ACWP).

More Information

NOTE: Microsoft provides programming examples for illustration only, without warranty either expressed or implied. This includes, but is not limited to, the implied warranties of merchantability or fitness for a particular purpose. This article assumes that you are familiar with the programming language that is being demonstrated and with the tools that are used to create and to debug procedures. Microsoft support engineers can help explain the functionality of a particular procedure, but they will not modify these examples to provide added functionality or construct procedures to meet your specific requirements. 

The following macro calculates the Schedule Performance Index (SPI) and the Cost Performance Index (CPI) for each task and places the results into Numeric fields. The SPI for each task is equal to BCWP/BCWS. The CPI for each task is equal to BCWP/ACWP.

To create this macro, follow these steps:

1. On the Tools menu, point to Macro, and then click Macros. For Project 2010, go to the View tab and click the Macros button.

2. In the Macro name field, type "CalcSPI_CPI", and then click Create to open the Visual Basic Editor.

3. Create the macro by typing the following subroutine.

   Sub CalcSPI_CPI()
   Dim t As Task
   For Each t In ActiveProject.Tasks
     If Not t Is Nothing Then
       If t.BCWS <> 0 Then
           t.Number10 = t.BCWP / t.BCWS 'this calculates SPI
       End If
       If t.ACWP <> 0 Then
           t.Number11 = t.BCWP / t.ACWP 'this calculates CPI
       End If
     End If
   Next t
   End Sub
   
   NOTE: This example uses the Number10 and Number11 fields. You can use any of the other numeric and alphanumeric fields available. You may also want to use the Formatfunction to format your results.

4. In the Visual Basic Editor, on the File menu, click Close And Return To Microsoft Project.

5. In Microsoft Project, on the Tools menu, point to Macro, and then click Macros. For Project 2010, go to the View tab and click the Macros button.

6. In the list of macros, click CalcSPI_CPI. Click Run.

To view the results of the macro, insert the Number10 and Number11 field in a task table. To do this, follow these steps:

1. On the Insert menu, click Column.
   
   For Project 2010, go to the Format tab and click the Insert Column button.

2. In the Field name list, click Number10.

3. Click OK.

4. Repeat steps 1-3 for the Number11 field.