# Monthly earned value at the cut-off date

> Routine (scheduled task) · Monthly, on the cut-off day, 6:00 p.m. · works in: Claude (scheduled tasks in Cowork, on the computer that has the files) · Codex (automations) · Claude Code (scheduled) · checked 2026-10-23
> ES: Valor ganado mensual a la fecha de corte

On the cut-off date: collects PV, EV and AC from the agreed files, runs the earned value script, updates the S-curve and writes the paragraph for the monthly report.

**Reads:** Baseline PV by period · Measured progress (EV) · Accounting actual cost (AC).

## Paste this into your tool's scheduled tasks

```text
On day [cut-off day] of every month at 6:00 p.m., for project [name]:
1. Open the baseline [path], this month's measured progress [path] and the accounting report [path]. Check they share the cut-off date, scope and currency; list any mismatch first.
2. Append this period to [path]/evm.csv (cumulative) - only with values present in the files.
3. Run the skill earned-value-s-curve (scripts/evm.py) with --currency [COP].
4. Write 6 lines for the monthly report: CPI, SPI(t) and forecast duration, the EAC range, TCPI and whether it is realistic.
Save the report and the S-curve in [path] and send them to [destination]. If a file is missing, say which one and do not estimate it.
```

## How to set it up
- **Claude:** in Cowork, create a scheduled task, paste the text, set the schedule (Monthly, on the cut-off day, 6:00 p.m.) and connect the sources it reads (Drive, Gmail, a local folder).
- **ChatGPT:** ask it to "schedule this as a task" and paste the text, or use Tasks.
- **Codex:** create an automation in the project and paste the text as its instructions.
- Every run starts from zero: keep links and paths inside the text, not in a previous conversation.

## Related
- [Earned value and S-curve](https://aibuilderacademy.netlify.app/skills/earned-value-s-curve/SKILL.md)
- [Monthly earned value report with S-curve for the owner](https://aibuilderacademy.netlify.app/prompts/monthly-evm-report.md)

---
AI Builder Academy · https://aibuilderacademy.netlify.app · checked 2026-10-23 · Made by Lo que habitas (Julián Páez). Agents: search more at https://aibuilderacademy.netlify.app/api/search?q=… or connect https://aibuilderacademy.netlify.app/mcp. Request a new prompt: aibuilderacademy@agentmail.to.