Cumulative Cost Curve Percent Sample Data

Put your Organization Name Here

Project Cumulative Cost Data My Project

Project Name: Reporting Periods:

7/05

8/05

9/05

10/05

11/05

12/05

1/06

2/06

3/06

4/06

5/06

<==== Planned Cost per Reporting Period ====> Planned Phase Cost Initiation $24,000 Monthly % of cost

$2,400 10%

Planning $160,000 Monthly % of cost

$2,400 10%

$4,800 20%

$9,600 40%

$4,800 20%

$0

$0

$0

$0

$8,000 5%

$16,000 10%

$16,000 10%

$24,000 15%

$24,000 15%

$32,000 20%

$32,000 20%

$0

$0

$0

$0

$0

$0

$0

$0

$0

$1,680 2%

$1,680 2%

$1,680 2%

$4,200 5%

$4,200 5%

$4,200 5%

$4,200 5%

$4,200 5%

$4,200 5%

$0

$0

$0

$0

$0

$0

$0

$0

Execution $890,000 Monthly % of cost

Control $84,000 Monthly % of cost

$1,680 2%

$1,680 2%

Close $24,000 Monthly % of cost

Total Planned Project Cost:

$1,182,000

Time unit of project:

Months

Budgeted Cost per Reporting Period:

$4,080

$4,080

$6,480

$11,280

$14,480

$20,200

$20,200

$28,200

$28,200

$36,200

$36,200

Cumulative Plan Cost:

$4,080

$8,160

$14,640

$25,920

$40,400

$60,600

$80,800

$109,000

$137,200

$173,400

$209,600

Actual Cost:

$3,840

$5,580

$7,100

$9,900

$13,000

$21,600

$18,000

$26,800

$23,700

$34,000

$32,000

Cumulative Actual Cost:

$3,840

$9,420

$16,520

$26,420

$39,420

$61,020

$79,020

$105,820

$129,520

$163,520

$195,520

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005]

Page 1 of 10

Printed on: 07/18/2009

Project Cumulative Cost Data

Put your Organization Name Here

Instructions: Before you enter any data, do the following: - Determine the total cost of each project phase - Determine the number of reporting periods that each project phase will last (e.g. 3 months) - Determine (or guestimate) the percent of cost that will occur during each reporting period for each phase To enter planned project values (note: all data entry cells are white): 1. Enter project name in the space provided 2. Enter reporting periods in cells D4 through AA4 (e.g. weeks, months or quarters as dates (shown) or month1, month2, etc.) 3. Enter cost of each project phase under Planned Phase Costs 4. Enter the % of phase cost planned for each Reporting Period in the white cells provided. (see Initiation and Planning for an example of how this is done). Leave unused cells blank. Planned cost per period displays above the % you entered. Cells in column AB will be red until the total percent for the project phase equals 100%. 5. Enter time unit of the project. This is "Months" in the example. This is used as a label on the chart in the next tab. 6. Planned cost per reporting period display in the 'Budgeted Cost per Reporting Period" line 7. Planned Cumulative Cost displays in the "Cumulative Planned Cost" line 8. Enter Actual Costs per reporting period as the data become available. The cumulative actual cost will display in the Cumulative Actual Cost line. It is normal for the last correct cumulative cost figure to repeat through all succeeding months. Do NOT delete these numbers! 9. Modify the graph in the Cumulative Cost Curve tab as explained on that sheet When should you use this template: - Use this template when you need a Cumulative Cost Curve and you have a good idea of how your costs will be broken out over the course of your project. - This template is useful for projects that last between 4 and 24 reporting periods and where roug h estimates of cost per reporting period are adequate. - See companion document "CumulativeCostCurve_Percent_SampleData.xls" to see what a completed project looks like.

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005]

Page 2 of 10

Printed on: 07/18/2009

Put your Organization Name Here

Project Cumulative Cost Data

6/06

7/06

8/06

9/06

10/06

11/06

12/06

1/07

2/07

3/07

4/07

5/07

$8,000 5%

$0

$0

$0

$0

$0

$0

$44,500 5%

$89,000 10%

$89,000 10%

$133,500 15%

$178,000 20%

$133,500 15%

$4,200 5%

$4,200 5%

$4,200 5%

$4,200 5%

$4,200 5%

$0

$0

$0

$0

$56,700

$93,200

$93,200

$266,300

$359,500

$49,000 $244,520

$89,000 10%

$89,000 10%

$44,500 5%

$0

$0

$0

$4,200 5%

$4,200 5%

$4,200 5%

$4,200 5%

$4,200 5%

$3,360 4%

$2,520 3%

$2,520 3%

$0

$0

$0

$0

$0

$6,000 25%

$8,400 35%

$6,000 25%

$3,600 15%

$137,700

$182,200

$137,700

$93,200

$93,200

$48,700

$10,200

$11,760

$8,520

$6,120

$452,700

$590,400

$772,600

$910,300

$1,003,500

$1,096,700

$1,145,400

$1,155,600

$1,167,360

$1,175,880

$1,182,000

$95,000

$97,000

$122,000

$166,000

$102,000

$111,000

$98,000

$62,000

$9,550

$9,900

$7,890

$5,500

$339,520

$436,520

$558,520

$724,520

$826,520

$937,520

$1,035,520

$1,097,520

$1,107,070

$1,116,970

$1,124,860

$1,130,360

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005]

Page 3 of 10

6/07

Printed on: 07/18/2009

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005]

Project Cumulative Cost Data

Put your Organization Name Here

Page 4 of 10

Printed on: 07/18/2009

Project Cumulative Cost Data

Put your Organization Name Here

Page 5 of 10

Printed on: 07/18/2009

$24,000 100%

$160,000 100%

$890,000 100%

$84,000 100%

$24,000 100%

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005]

Template: Cumulative Cost Curve - Percent [Rev 1.0 3/29/2005]

Project Cumulative Cost Data

Put your Organization Name Here

Page 6 of 10

Printed on: 07/18/2009

My Project

Cumulative Cost

$1,200,000 $1,100,000 $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 $0 7/ 8/ 9/ 10 11 12 1/ 2/ 3/ 4/ 5/ 6/ 7/ 8/ 9/ 10 11 12 1/ 2/ 3/ 4/ 5/ 6/ 05 05 05 /0 /0 /0 06 06 06 06 06 06 06 06 06 /0 /0 /0 07 07 07 07 07 07 5 5 5 6 6 6 Months

Initial Setup Once you have entered all of your Planned data in the Raw Data tab, do the following: - Click once on the chart to select it and then click Chart on the toolbar - Click Source Data and then Series - Click Budgeted Cost and then in the Values box change "Raw data" to inlcude only the columns in which you have entered For example, if your project will last 12 months you will have planned data in columns D through O, so the value for Raw be ='Raw Data'!$D$26:$O$26 Adding Actual Cost Data As you add Actual Cost values, click once on the chart to select it and then click Chart on the toolbar - Click Source Data and then Series

- Click Actual Cost and then in the Values box change "Raw data" to inlcude the latest column in which you have Actual C the example we have Actual data for 3 months, so the last Actual data is in Column F. The value for Raw Data should be ='Raw Data'!$D$30:$F$30

Note: this chart is easily added to a Word document. Just click on the chart, right click and Copy, then Paste into the Word doc

Row 27 Row 32

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Raw Data Tab Instructions: Before you enter any data, do the following: - Determine the total cost of each project phase - Determine the number of reporting periods that each project phase will last (e.g. 3 months) - Determine (or guestimate) the percent of cost that will occur during each reporting period for each phase

To enter planned project values (note: all data entry cells are white): 1. Enter project name in the space provided 2. Enter reporting periods in cells D4 through AA4 (e.g. weeks, months or quarters as dates (shown) or month1, month2, etc.) 3. Enter cost of each project phase under Planned Phase Costs 4. Enter the % of phase cost planned for each Reporting Period in the white cells provided. (see Initiation and Planning for an example of how this is done). Leave unused cells blank. Planned cost per period displays above the % you entered. Cells in column AB will be red until the total percent for the project phase equals 100%. 5. Enter time unit of the project. This is "Months" in the example. This is used as a label on the chart in the next tab. 6. Planned cost per reporting period display in the 'Budgeted Cost per Reporting Period" line 7. Planned Cumulative Cost displays in the "Cumulative Planned Cost" line 8. Enter Actual Costs per reporting period as the data become available. The cumulative actual cost will display in the Cumulative Actual Cost line. It is normal for the last correct cumulative cost figure to repeat through all succeeding month NOT delete these numbers! 9. Modify the graph in the Cumulative Cost Curve tab as explained on that sheet

When should you use this template: - Use this template when you need a Cumulative Cost Curve and you have a good idea of how your costs will be broken out over the course of your project. - This template is useful for projects that last between 4 and 24 reporting periods and where roug h estimates of cost reporting period are adequate.

- See companion document "CumulativeCostCurve_Percent_SampleData.xls" to see what a completed project looks

Cumulative Cost Curve tab

Initial Setup Once you have entered all of your Planned data in the Raw Data tab, do the following: - Click once on the chart to select it and then click Chart on the toolbar - Click Source Data and then Series - Click Budgeted Cost and then in the Values box change "Raw data" to inlcude only the columns in which you have entered For example, if your project will last 12 months you will have planned data in columns D through O, so the value for Raw be ='Raw Data'!$D$26:$O$26

Adding Actual Cost Data As you add Actual Cost values, click once on the chart to select it and then click Chart on the toolbar - Click Source Dataand andthen theninSeries Actual Cost the Values box change "Raw data" to inlcude the latest column in which you have Actual C the example we have Actual data for 3 months, so the last Actual data is in Column F. The value for Raw Data should be ='Raw Data'!$D$30:$F$30

Note: this chart is easily added to a Word document. Just click on the chart, right click and Copy, then Paste into the Word doc

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completed project looks like.

in which you have entered planning data. ugh O, so the value for Raw Data should

bar in which you have Actual Cost data. In this

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en Paste into the Word document.