Methodology

How a percentage becomes defensible

Every number EarnedCurve reports is the output of an arithmetic you can follow by hand: a set of weighted steps, a claim against each, a roll-up that conserves what it sums, and a period boundary that can't be rewritten afterwards. This page is that arithmetic, in order.

01 · Rules of credit

A step is done or it isn't

A rules-of-credit template is a list of production steps with weights that sum to 100. An item's percentage is the sum of the weights of the steps that have actually been completed — nothing more. There is no judgement term, no “about 60%”, and no place to put one.

Production stepWeightClaim basisClaimed
Started5manual5
Draft complete25manual25
Issued for review (IFR)20auto — EDMS transmittal20
Inter-discipline check (IDC)20auto — EDMS transmittal—
Comments incorporated15manual—
Issued for construction (IFC)15auto — EDMS transmittal—
PID-2140 Rev C100—50%
Why weights, not a slider. The weight of a step is a commercial decision made once, up front, when nobody is under pressure and no month-end is at stake. The claim is then a factual question about a specific step on a specific document — the kind of question a reviewer can answer, and disagree with, on the evidence. Moving the argument from “what percentage is this?” to “did IDC happen?” is the whole point.
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Milestone mode
For documents where the meaningful events are issues rather than effort, steps become milestone ticks against a revision.
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ITR counts
For commissioning, progress derives from inspection-and-test records completed against the total for a subsystem.
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LOE quarantine
Level-of-effort work is excluded from the deliverable percentage entirely and reported on its own, so it cannot flatter the curve.
02 · The roll-up

What goes in must come out

Every item carries a dual-basis budget: hours and value, together. The roll-up from item to activity to project conserves both — that is an engine invariant covered by tests, not a convention someone maintains by hand. A roll-up that silently loses a few hundred hours somewhere in the tree is the failure mode this design exists to make impossible.

ItemBudget hBudget £%Earned hEarned £
PID-2140 Rev C64064,00050%32032,000
ISO-4471-A12012,000100%12012,000
MTO-P-009221021,00026%54.65,460
→ EN-PIP-1200 (L3 activity)97097,00051.0%494.649,460

The activity percentage is earned ÷ budget on the hours basis (494.6 ÷ 970). The value basis rolls up alongside it and must reconcile — if the two ever disagree, the roll-up is wrong, and the engine says so.

03 · The bridge

Step bands map Level 4 onto Level 3

A Level 3 activity in P6 is a coarser thing than the register beneath it. The bridge is a step-band map, set once per template: each band is the range of L4 steps that corresponds to a stage of the L3 activity. Once mapped, the L3 percentage derives itself — it is never typed, and it never needs to be re-agreed.

L3 bandL4 steps it coversCumulativeReads as
Band 1 — mobilisedStarted5%work has begun
Band 2 — draftingDraft complete30%deliverable exists
Band 3 — in reviewIFR50%out for comment
Band 4 — checkedIDC · comments incorporated85%technically agreed
Band 5 — issuedIFC100%constructible
P6 keeps the logic. EarnedCurve reads the activity set out of a .xer, derives what each activity's percentage should be from the evidence underneath it, and shows you every activity where that disagrees with what the programme currently holds — sorted by the hours at stake, so the biggest overstatement is the first thing you see. Corrections leave as CSV or .xer for you to review. Nothing is written into your schedule behind your back, and schedule logic and dates are never touched.
04 · Cut-off & reconciliation

History is immutable; the difference is computed

Closing a period takes a snapshot. From that moment the period is history: changes land in the open period only. Every curve, histogram and skyline reads off snapshots, which is why two people opening the same report on different days see the same numbers.

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Performance movement
Steps that were claimed during the period, against a budget that did not change. This is the only movement that belongs in SPI, and the only movement a progress narrative should be describing.
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Scope movement
Items added, removed or re-budgeted during the period. Separated out and reported on its own line, so a growing budget can never be read as work performed.
Computed, never composed. The reconciliation block on the period report is derived from the two snapshots either side of the cut-off. Nobody writes it, so nobody can write it favourably — and the same two snapshots will produce the same block in a year's time, in front of whoever is asking then.
05 · EIA-748 scope

What EarnedCurve is, for EVMS purposes

EarnedCurve is the performance-measurement layer of an EIA-748 EVMS — the objective earned-value truth, the time-phased plan, the variance and forecast analysis, and baseline control. It is deliberately not a cost-accounting or scheduling engine: your ERP owns actual costs and indirects, P6 owns schedule logic and dates. A compliant EVMS is the combination, and a vendor claiming otherwise is selling you two systems in one box.

#Guideline (EIA-748-D)StatusWhere it lives
1Define work scope (WBS)partialRegister items (L4) under activities (L3); no formal WBS builder.
2Define project organization (OBS)partialControl account + CAM axis on items; reports slice by both.
3Integrate processespartialSchedule, progress and mapping share activity keys; cost accumulation is external.
4Identify overhead managementout of scopeAccounting / ERP function, by design.
5Create control accounts (WBS × OBS)partialItems carry a control account and CAM; roll up with hours and value conserved.
6Schedule the workpartialReads and reconciles P6; a date-drift watchdog flags slippage. P6 owns logic.
7Objective products & milestonessupportedCore. Rules of credit = weighted objective steps.
8Performance Measurement BaselinesupportedBaseline curve → BCWS, per period and per activity.
9Budget by cost elementspartialDual-basis budget and archetypes; not a full labour / material / subcontract split.
10Discrete work + objective measuressupportedRegister items are work packages with measurable steps in hours and value.
11Sum detail budgets to control accountsupportedRoll-up conserves hours and value — engine invariant, covered by tests.
12LOE planning & controlsupportedLOE quarantined from deliverable % and reported separately.
● supported● partial● out of scope by design — owned by the accounting or scheduling system

Guidelines 1–12 shown. The remaining twenty follow the same split and are tracked in the same living checklist against the NDIA IPMD EIA-748 Intent Guide.

The arithmetic is the product.
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