EVM Calculation Plugin - Plugins - Redmine

Plugins Directory » EVM Calculation Plugin

	Author:	Hajime Nakagama
	Website:	https://github.com/momibun926/
	Code repository:	https://github.com/momibun926/redmine_issue_evm
	Registered on:	2015-12-29 (almost 11 years ago)
	Current version:	7.0.0
	Compatible with:	Redmine 7.0.x
	User ratings:	(6)

Earned Value Management (EVM) Calculation Plugin¶

Earned Value Management (EVM) Calculation Plugin

[![Rate at redmine.org](http://img.shields.io/badge/rate%20at-redmine.org-blue.svg?style=flat)](http://www.redmine.org/plugins/redmine_issue_evm)

This plugin calculates the EVM (Earned Value Management) values of your projects from the start date, due date, estimated time and spent time of the issues, and shows them with charts. EVM helps you to track the progress and status of a project and to forecast its future performance.

Version and compatibility

Plugin version: 7.0.0
Compatible with Redmine 7.0 and above only.

This plugin uses the features of Redmine 7 (for example, the SVG icons). It does not work with earlier versions of Redmine.

Main features
1. Calculate EVM with charts

All projects (including descendant projects) with ES
Each version
Each assignee (shows the estimated hours of each day on the chart)
Each parent issue
Some trackers
Calculating EV based on the daily done ratio
Daily EAC
List of the issues excluded from the calculation
EVM summary on the project overview page

Project metrics

Duration
Status
Days until the due date
Number of the issues used for the calculation
Variance from the baseline and the list of the issues
Number of issues of each version, assignee and tracker
Chart of EVM (PV, EV, AC). The forecast is not shown when the project is finished.

Baselines

Record the PV of a project at a point in time
View the details and the history of the baselines

Project reports based on EVM

Record the project overview together with the EVM values
List, show and edit the past reports

Common setting

Basis hours of a day, excluding holidays and weekends (and the region of the holidays)
Calculation method of ETC
Forecast chart, performance chart, threshold values and the list of incomplete issues

Installation
(1) Get the plugin source

Zip file

Download the zip file.
Create a folder named `redmine_issue_evm` under `[redmine_root]/plugins/`.
Extract the zip file into that folder.

git clone

```
git clone https://github.com/momibun926/redmine_issue_evm [redmine_root]/plugins/redmine_issue_evm
```

(2) Install the gems (from `[redmine_root]`)

```
bundle install
```

(3) Run the migration

```
bundle exec rake redmine:plugins:migrate NAME=redmine_issue_evm RAILS_ENV=production
```

(4) Precompile the assets (the icons and the stylesheet of the plugin)

```
bin/rails assets:precompile RAILS_ENV=production
```

(5) Restart Redmine.

If the icons or the layout of the plugin are not shown correctly, clear the cache of your browser (Ctrl+F5).
Run (4) and restart Redmine again whenever you update the plugin and its stylesheets, scripts or images were changed.

Uninstallation
```
bundle exec rake redmine:plugins:migrate NAME=redmine_issue_evm VERSION=0 RAILS_ENV=production
```

Then remove the `redmine_issue_evm` folder from `[redmine_root]/plugins/` and restart Redmine.

Getting started
(1) Set the permissions in Administration > Roles and permissions. The permissions of this plugin are listed in the section "EVM".

(2) Enable the module "EVM" in Settings > Modules of the project.

(3) Click the "EVM" tab of the project. The first time, the common setting page is shown. Save the setting to start using the plugin.

Permissions

Permission	What you can do
---	---
View EVM	Show the EVM tab and its pages (project, versions, assignees, parent issues, trackers, excluded issues and the baseline difference). Only the members of the project can use it.
View Baseline	Show the list, the history and the details of the baselines.
Edit Baseline	Create, edit and delete the baselines (and show them).
Edit Common Setting	Create and edit the common setting of the project.
View Project report	List, show, create, edit and delete the project reports.

Dates and time zones

The basis date (status date) is the date of your browser when you open the EVM page for the first time.
Dates in other pages (for example, the project overview and the activity) follow the time zone of your account. If it is not set, the time zone of the server is used. In that case, the date can be one day behind in the morning, for example in Japan when the server runs in UTC. Please set the time zone in My account.

For latest redmine6.0
https://github.com/momibun926/redmine_issue_evm/tree/redmine6.0 ¶

For latest redmine5.0
https://github.com/momibun926/redmine_issue_evm/tree/redmine5.0 ¶

The redmine4.x.x compatible version in branch "redmine4.0".
https://github.com/momibun926/redmine_issue_evm/tree/redmine4.0 ¶

For redmine 3.4.x user
in branch "redmine3-4-3"
https://github.com/momibun926/redmine_issue_evm/tree/redmine3-4-3 ¶

Installation notes

This plugin is need migration.

rake redmine:plugins:migrate NAME=redmine_issue_evm RAILS_ENV=production

Atom

Changelog

7.0.0 (2026-10-31)

Compatible with Redmine 7.0.x.

For redmine7 and add test code.

6.0.2 (2023-09-18)

Compatible with Redmine 5.0.x.

Add EVM summary on overview page.

6.0.1 (2022-05-07)

Compatible with Redmine 5.0.x.

Improved visibility of the main page.
Some bugfix
Add Screenshots
Modify some readme text

screenshot_main1.png (97 KB) screenshot_main1.png

Hajime Nakagama, 2022-05-07 14:04

6.0.0 (2022-05-03)

Compatible with Redmine 5.0.x.

Redmine5 is now supported.
If you are using other than Ver5, please use the following branch.

The redmine3.4.x compatible version in branch "redmine3-4-3".

https://github.com/momibun926/redmine_issue_evm/tree/redmine3-4-3

The redmine4.x.x compatible version in branch "redmine4.0".

https://github.com/momibun926/redmine_issue_evm/tree/redmine4.0

5.6.0 (2022-04-13)

Compatible with Redmine 4.2.x, 4.1.x, 4.0.x.

Add project reporting based on EVM¶

Project overview can be recorded with EVM values
List, query, and edit historical summaries

New tables have been added.You need to migration.

ex)
rake redmine:plugins:migrate NAME=redmine_issue_evm RAILS_ENV=production

5.5.3 (2021-08-29)

Compatible with Redmine 4.2.x, 4.1.x, 4.0.x.

Test on redmine 4.2.2

5.1.2 (2021-04-28)

Compatible with Redmine 4.2.x, 4.1.x, 4.0.x.

Bug fix