IPEXIQ · LEARN
Aligned with AACE 31R-03 / 80R-13 and PMI EVM

Deliverable Management

Earned Value lives or dies at Level 5. The headline formula is simple — EV = Budget × % Complete — but the credibility of that number depends entirely on how % Complete is measured at the deliverable level.

The Earned Value thread

Every hour or dollar spent on a project should be traceable to a deliverable that is being produced. The progress of those deliverables is what earns the budget back as value.

  • Budget — hours or cost set against the deliverable at award.
  • % Complete — derived from objective gate weightings, not opinion.
  • Earned Value — the product of the two, summed up the WBS.
  • Variance — EV vs PV (schedule) and EV vs AC (cost).
Why Level 5 matters

L3 schedules summarise. They roll many deliverables and gates into a single bar.

L5 measures. Progress is entered against an individual deliverable's gates — IFD, IFR, IFA, IFC — at defined weightings.

L3 reports. Once L5 is captured, it rolls back up into the L3 activity for reporting and forecasting.

Gate-based progress

Progressing deliverables by gate

The most defensible way to measure % Complete on an engineering deliverable is by weighted milestone gates. Each gate (e.g. IFD 30%, IFR 60%, IFA 90%, IFC 100%) earns a fixed share of the deliverable's budget when reached.

1. Define gates per type
Drawings, specs, calcs and management plans each have their own gate set.
2. Earn at gate completion
When a gate is reached, the deliverable's % Complete jumps to that gate's cumulative weighting.
3. Roll up to the WBS
Earned hours roll up the WBS, giving an EV curve at the package, area and project level.
Progressing deliverables by gate
Progressing deliverables by gate — weightings combine to a single % Complete.

Defining the gateset

Before any deliverable can be progressed, you have to decide how it will actually be delivered to 100%. That route to completion is the gateset — the ordered list of issue points and their fixed weightings that together sum to 100%.

Not every deliverable follows the same path. Some are issued to the client only once and only need a short gateset such as Start → IDC → IFC. Others go through multiple formal client issues — IFR → IFA → IFC.

Getting the gateset right is the single most important calibration step in deliverable-based Earned Value.

Defining gatesets
Example gatesets — single-issue vs multi-issue deliverables.
Schedule integration

Mapping deliverables to the L3 schedule

Level 5 deliverables don't live in a vacuum — they need to be tied back to the L3 schedule so that planned dates, forecasts and float context are visible while progress is entered.

Final completion mapping

Every deliverable maps to one L3 activity that represents its final gate (IFC / IFA / closeout).

The activity's planned, forecast and actual finish dates become the deliverable's dates.

Interim gate mapping

Where the schedule explicitly tracks an intermediate issue (commonly IFR or IFT), map that gate to its own L3 activity.

This gives the deliverable two pulse points — interim and final.

Mapping deliverables to P6 activities
Mapping deliverable interim and final gates to L3 (P6) activities.
Industry Standards & References

How deliverables should be tracked

AACE 31R-03
Schedule Levels of Detail — EPC
Defines L1–L5. Level 5 is the deliverable / activity-step layer where progress is actually measured.
AACE 80R-13
Estimate at Completion (EAC)
Recommended Practice for forecasting cost at completion.
AACE 27R-03
Schedule Classification System
Companion to 31R-03 — schedule maturity dictates progress granularity.
PMI EVM
Practice Standard for Earned Value Management (2nd ed.)
Defines EV = Budget × % Complete and rules for credible % complete.
CII RR-244-11
Engineering Productivity Measurement
Empirical basis for measuring engineering productivity per deliverable.
CII IR-244-2
Engineering Productivity Measurement — Implementation
How to capture deliverable-level data project-by-project.

Where IPEXIQ fits

The Detailed Progress Tracker implements this directly — deliverable registers with gate-weighted % Complete, mapping to interim and final P6 activities, and a rolled-up Earned Value view per project and WBS.