Set the Performance Index Method (PIM)

Last update: December 12, 2024

CREATED FOR:

  • User

The Performance Index Method (PIM) for the project controls the method Adobe Workfront uses to calculate project performance metrics such as Cost Performance Index (CPI), Cost Schedule Performance Index (CSI), Schedule Performance Index (SPI), and Estimate At Completion (EAC).

Workfront calculates these values using the following:

  • Hours
  • Cost

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:

Adobe Workfront planAny
Adobe Workfront license

New: Standard

or

Current: Plan

Access level configurationsEdit access to Projects and Financial Data
Object permissionsManage permissions to the project with permissions to Manage Finance

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

Considerations about PIM in Workfront

  • Your Workfront administrator or a group administrator sets up the default for whether the Performance Index Method (PIM) should be hour-based or cost-based. The calculations for the performance metrics change according to how this default is set. For more information about how to change the default for how to calculate the PIM, see Configure system-wide project preferences.
  • Project managers can also change the setting for the PIM, at the project level, for individual projects in the Finance subtab of the project. You must have Manage permissions to the project to edit the Finance subtab of the project.

Set the Performance Index Method (PIM) for a project

  1. Go to a project which you are the owner of.

    IMPORTANT
    You need Manage permissions to the project to perform the following steps. We also recommend that only the Project Owner should make changes to the Finance area of the project.

  2. Click Project Details in the left panel, then go to the Finance area.

  3. Double-click the value in the Performance Index Method field to edit it.

  4. Select from the following options in the Performance Index Method field:

    Hour-BasedWorkfront uses the Planned Hours in calculating the CPI and EAC of the project, and the EAC of the project displays as a number, in hours.
    Cost-BasedWorkfront uses the Planned Labor Cost in calculating the CPI and EAC of the project, and the EAC displays as a currency value. When you select this option, ensure that your task assignees (job roles or users) are associated with cost rates.

  5. Click Save Changes.

More help on this topic

Previous pageOverview of project Planned Benefit
Next pageCalculate Return On Investment (ROI)

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