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Calculation example - Calculate EAC as a roll up from tasks

Last update: Wed Jan 07 2026 00:00:00 GMT+0000 (Coordinated Universal Time)

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EAC method: roll up from tasks or subtasks

PIM= Hour-Based pim-hour-based

Simple example: project has no children tasks simple-example-project-has-no-children-tasks

PIM = Hour-Based

EAC Method = Roll up from tasks/ subtasks

  1. Create Project A with three tasks (no child tasks) all assigned to User 1 whose cost/hr is $100.00.
  2. Add planned/ actual hours to each task and % Complete according to the table below:
Task
Pln Hrs
Act Hrs
% Complete
Task 1
5 hrs
25 hrs
20%
Task 2
10 hrs
25 hrs
30%
Task 3
15 hrs
25 hrs
40%

  1. Recalculate Finance

  2. CPI for Task 1 = .04 calculated as follows:
    CPI for Task 1 = IF Actual Hours > 0 THEN CPI = TotalBudgetedCostWorkPerformed/Actual Hours
    ELSE CPI = 1
    CPI for Task 1 = 1 / 25
    CPI for Task 1 = .04

  3. EAC for Task 1 = 125 hrs calculated as follows:
    EAC for Task 1 = IF CPI <> 0 THEN EAC = Planned Hours/ CPI
    ELSE

    code language-none 
    EAC = Planned  Hours + Actual  Hours

    EAC for Task 1 = 5 / .04
    EAC for Task 1 = 125 hrs

  4. CPI / EAC for Tasks 2 and 3 are:
    Task 2 = .12 / 83.33 hrs
    Task 3 = .24 / 62.5 hrs

  5. CPI for Project = .13 calculated as follows:
    CPI for Project = IF Actual Hours > 0 THEN

    code language-none 
    CPI = TotalBudgetedCostWorkPerformed/Actual Hours

    ELSE CPI = 1
    CPI for Project = 10 / 75
    CPI for Project = .13

  6. EAC for Project = 270.83 hrs calculated as follows
    EAC for Project = EAC Task 1 + EAC Task 2 + EAC Task 3
    EAC for Project = 125 + 83.33 + 62.5
    EAC for Project = 270.83 hrs

Complicated example: project has children tasks complicated-example-project-has-children-tasks

PIM = Hour-Based

EAC Method = Roll up from tasks/ subtasks

  1. Create Project A with six tasks where Task 3 is the parent of Tasks 4 and 5 and Task 1 is the parent of Tasks 2 and 3 as shown below:

    code language-none 
    Task 1
   Task 2
   Task 3
      Task 4
      Task 5
Task 6

  2. Assign Tasks 2, 4, 5, and 6 to User 1 whose cost/hr rate is $100.00.

  3. Add planned/actual hours each task and % Complete according to the table below.

    note note
    NOTE
    For Tasks 1 and 3, you are only adding actual hours.
    table 0-row-4 1-row-4 2-row-4 3-row-4 4-row-4 5-row-4 6-row-4 layout-auto
    Task Pln Hrs Act Hrs % Complete
    Task 1 10 hrs
    Task 2 5 hrs 10 hrs 20%
    Task 3 10 Hrs
    Task 4 10 hrs 10 hrs 40%
    Task 5 15 hrs 10 hrs 50%
    Task 6 20 hrs 10 hrs 60%

  4. Add 50 hours directly to the project (More>Hours>Log Hours) so that there is $5,000.00 of actual labor cost recorded directly to the project.

  5. Run Recalculate Finance

  6. CPI for Task 2 = .1 calculated as follows:
    CPI for Task 2 = IF Actual Hours > 0 THEN

    code language-none 
    CPI = TotalBudgetedCostWorkPerformed/Actual Hours

    ELSE CPI = 1
    CPI for Task 2 = 1 / 10
    CPI for Task 2 = .1

  7. EAC for Task 2 = 50 hrs calculated as follows:
    EAC for Task 2 = IF CPI <> 0 THEN

    code language-none 
    EAC = Planned Hours / CPI

    ELSE EAC = Planned Hours + Actual Hours
    EAC for Task 2 = 5 / .1
    EAC for Task 2 = 50 hrs

  8. CPI / EAC for Task 4, Task 5, and Task 6:
    Task 4 = .4 / 25 hrs
    Task 5 = .75 / 20 hrs
    Task 6 = 1.2 / 16.67 hrs

  9. CPI for Task 3 = .38
    CPI for Task 3 = IF Actual Hours > 0 THEN

    code language-none 
    CPI = TotalBudgetedCostWorkPerformed/Actual Hours

    ELSE CPI = 1
    CPI for Task 3 = 11.5 / 30
    CPI for Task 3 = .38

  10. EAC for Task 3 = EAC Task 4 + EAC Task 5
    EAC for Task 3 = 25 + 20
    EAC for Task 3 = 45 hrs

  11. CPI for Task 1 = .25 calculated as follows:
    CPI for Task 1 = IF Actual Hours > 0 THEN

    code language-none 
    CPI = TotalBudgetedCostWorkPerformed/Actual Hours

    ELSE CPI = 1
    CPI for Task 1 = 12.5 / 50
    CPI for Task 1 = .25

  12. EAC for Task 1 = EAC Task 2 + EAC Task 3
    EAC for Task 1 = 50 + 45
    EAC for Task 1 = 95 hrs

  13. CPI for Project = .22 calculated as follows:
    CPI for Project = IF Actual Hours > 0 THEN

    code language-none 
    CPI = TotalBudgetedCostWorkPerformed/Actual Hours

    ELSE CPI = 1
    CPI for Project = 24.5 / 110
    CPI for Project = .22272
    CPI for Project = .22

  14. EAC for project = EAC Task 1 + EAC Task 6
    EAC for project = 95 + 16.67
    EAC for project = 111.67 hrs

PIM= Cost-Based pim-cost-based

Simple example: project has no children tasks simple-example-project-has-no-children-tasks-1

PIM = Cost-Based

EAC Method = Roll up from tasks/ subtasks

  1. Create Project A with three tasks (no child tasks) all assigned to User 1 whose cost/ hr is $100.00.

  2. Add planned/ actual hours to each task and % Complete according to the table below:

    table 0-row-6 1-row-6 2-row-6 3-row-6 layout-auto
    Task Pln Hrs Pln Lbr Cost Act Hrs Act Lbr Cost % Complete
    Task 1 5 hrs $500.00 25 hrs $2,500.00 20%
    Task 2 10 hrs $1,000.00 25 hrs $2,500.00 30%
    Task 3 15 hrs $1,500.00 25 hrs $2,500.00 40%

  3. Add expenses to each task according to the table below:

    table 0-row-4 1-row-4 2-row-4 3-row-4 4-row-4 layout-auto
    Task Expense Planned Amount Actual Amount
    Task 1 Task 1 Exp 1 $300.00 $400.00
    Task 1 Task 1 Exp 2 $500.00 $0.00
    Task 2 Task 2 Exp $200.00 $100.00
    Task 3 Task 3 Exp $800.00 $700.00

  4. Add two expenses to the project (i.e. not tied to a task) as follows:

    table 0-row-3 1-row-3 2-row-3 layout-auto
    Expense Planned Amount Actual Amount
    Project Exp 1 $1,000.00 $1,500.00
    Task 1 Exp 2 $2,500.00 $0.00

  5. Based on the above values, the Incurred/ Not Incurred Costs are determined as follows:

    table 0-row-4 1-row-4 2-row-4 3-row-4 4-row-4 layout-auto
    Task Not Incurred Planned Expense Incurred Planned Expense Incurred Actual Expense
    Task 1 $500.00 $300.00 $400.00
    Task 2 $0.00 $200.00 $100.00
    Task 3 $0.00 $800.00 $700.00
    Project $3,000.00 $2,300.00 $2,700.00

  6. From Project Actions, run Recalculate Finance

  7. CPI****for Task 1 = .14 calculated as follows:
    CPI****for Task 1 = IF Actual Labor Cost + IncurredActualExpenseCost <> 0 THEN

    code language-none 
    CPI = (TotalBudgetedCostWorkPerformed + IncurredPlannedExpenseCost) / (ActualLaborCost + IncurredActualExpenseCost)
    • ELSE* CPI = CPI_Labor
      CPI****for Task 1 = (100+300) / (2500+400)
      CPI****for Task 1 = 400 / 2900
      CPI****for Task 1 = .14

  8. EAC****for Task 1 = $13,400.00
    CPI Labor****for Task 1 = IF Actual Labor Cost <> 0 THEN

    code language-none 
    CPI_Labor = TotalBudgetedCostWorkPerformed / Actual Labor Cost

    ELSE CPI_Labor = 1
    CPI Labor****for Task 1 = 100/2500
    CPI Labor****for Task 1 = .04

    EAC Labor****for Task 1 = IF CPI_Labor <> 0 THEN

    code language-none 
    EAC Labor = Planned Labor Cost / CPI_Labor
    • ELSE* EAC Labor = Planned Labor Cost + Actual Labor Cost
      EAC Labor****for Task 1 = 500.00/.04
      EAC Labor****for Task 1 = $12,500.00

    EAC Expense****for Task 1 = IncurredActualExpenseCost + NotIncurredPlannedExpense
    EAC Expense****for Task 1 = $400.00 + $500.00
    EAC Expense****for Task 1 = $900.00

    EAC****for Task 1 = EAC Labor + EAC Expense
    EAC****for Task 1 = $12,500.00 + $900.00
    EAC****for Task 1 = $13,400.00

  9. Here are the CPI / EAC values for Task 2 and Task 3:
    Task 2 = .19 / $8,433.33
    Task 3 = .44 / $6,950.00****

  10. The CPI for the project = .32
    CPI****for Project = IF Actual Labor Cost + IncurredActualExpenseCost <> 0 THEN

    code language-none 
    CPI = (TotalBudgetedCostWorkPerformed + IncurredPlannedExpenseCost)/(ActualLaborCost + IncurredActualExpenseCost)
    • ELSE* CPI = CPI_Labor
      CPI****for Project = (1000 + 2300) / (7500 + 2700)
      CPI****for Project = 3300 / 10200
      CPI****for Project = .32

  11. EAC for the project is $28,783.33
    EAC****for Project = EAC Task 1 + EAC Task 2 + EAC Task 3
    EAC****for Project = $13,400.00 + $8,433.33 + $6,950.00
    EAC****for Project = $28,783.33

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