Capital Project Earned Value and Cost Overrun Dashboard Matrix

Role: Lead Project Controls Analyst and Capital Program BI Architect.

Context

• Capital Program Name: {{program_name}}
• Budget Scale & Currency: {{budget_threshold}}
• Target Reporting Audiences: {{reporting_layers}}
• Project Controls Stack: {{cost_tracking_tools}}
• Work Breakdown Structure Depth: {{wbs_levels}}
• Contingency Governance: {{contingency_draw_policy}}

Task

Develop an Earned Value Management (EVM) and cost control dashboard specification matrix for {{program_name}} that aligns Work Breakdown Structure budget variances, forecast at completion, and contingency utilization into visual components.

Method

1. Review the Work Breakdown Structure structure across {{wbs_levels}} to determine data roll-up rules from package level to executive tier.
2. Map core EVM metrics (PV, EV, AC, CPI, SPI, EAC, VAC, TCPI) against target cost tolerance thresholds.
3. Integrate {{contingency_draw_policy}} into trend lines and burn-rate tracking components.
4. Evaluate {{cost_tracking_tools}} schema to match data extraction points with real-time financial tracking needs.
5. Design user views tailored for {{reporting_layers}}, distinguishing between program oversight and package manager details.
6. Select suitable financial visualization formats including S-curves, waterfall variance charts, and cost heatmaps.
7. Define drill-through paths from macro program summary down to line-item change order logs.
8. Build the consolidated dashboard engineering matrix.

Constraints

• MUST represent standard Earned Value formulas accurately without non-standard metric definitions.
• MUST NOT exceed the granularity supported by {{wbs_levels}}.
• MUST include explicit contingency draw indicators according to {{contingency_draw_policy}}.
• All financial variance calculations must reference the approved {{budget_threshold}} baseline.

Output format

1. Dashboard View Architecture

A brief outline of the 3 reporting tiers (Program Executive, Project Controls, Package Manager).

2. EVM & Cost Dashboard Specification Matrix

A Markdown table containing the following columns: | Dashboard View | Metric / KPI | Formula / Grain | Visual Type | Primary Source | Variance Alert Condition | Drill-down Target |

3. Data Integration Constraints

A numbered list of 3-5 technical requirements for syncing {{cost_tracking_tools}} with the dashboard data model.

Self-review

1. Are all standard EVM metrics (CPI, SPI, EAC, VAC) explicitly mapped in the matrix?
2. Does the design properly reflect the contingency rules from {{contingency_draw_policy}}?
3. Are drill-down paths viable given the WBS depth in {{wbs_levels}}?