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Setting the Performance Index Method (PIM)

The Performance Index Method (PIM) for the project controls the method 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). 

Your system 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 "Setting Project Preferences." 

Project managers, can also change the setting for the PIM, at the project level, for individual projects in the Finance sub-tab of the project. You must have Manage permissions to the project to edit the Finance sub-tab of the project.

To change whether the Performance Index Method (PIM) should be hour- or cost-based at the project level:

  1. Navigate to a project which you are the owner of.
    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 sub-tab of the project. 
  2. Select the Project Details tab.
  3. Click the Finance sub-tab.
  4. Click Edit Finance.
    project_finance_tab.png
  5. Select from the following options in the Performance Index Method field:
    Hour-Based: Workfront 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-Based: Workfront 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.
  6. Click Save.