Entering Activity Estimates—Exercises
Basic Data Setup
Project Cost Element
Purpose: The purpose of this exercise is to show you how
to create
project cost elements.
Windows:
Project Cost/Revenue Elements
- Create a project cost element on which the activity
estimate can be reported.
- Save your changes.
General exercise for
Setting Up Project
Cost/Revenue Elements
Required Data
Creating Activities
Purpose: The purpose of this exercise is to familiarize you with the
data that must be in place before you can perform the exercises below.
- Create activities in your subproject structure.
- Save your changes.
General exercise for Building
Project Plan
Main Exercise
Purpose: The purpose of these
exercises is to show you how to enter activity estimate values
for different
cost elements. In addition, you will learn how to
retrieve planned values for an activity, when you cannot specify project
deliverables by using the estimated cost.
Windows:
Project Navigator/Activity
Project Navigator/Connections
Activity/General
Activity/Estimate
- Open the
Project Navigator window. Alternatively, open the
Activity
window.
- Query for your
project.
- In the Navigator, select an activity for which you want
to enter the estimated values. Alternatively,
in the Activity window, select the desired activity in
the Project list.
- Click the
Activity tab, and click the
Estimate
sub tab. Alternatively, in the
Activity
window, click the
Estimate tab.
- In the table, create a new record.
- Enter a cost or revenue element in the
Cost/Revenue Element
field, or select from the List of Values.
- In the Estimated field, enter an appropriate estimated value for the selected cost
element.
- Create a new record to enter the estimated values for each additional
cost element as required.
- Save your changes.
- Click either the
Cost, Revenue or
the Hours sub tab on the
Activity tab or in the
Activity
window, depending on the change you made.
- Note that the values you entered are shown in the
Estimated column.
- Click the Connections tab, which shows
all the objects connected to the activity. Note that the object type Activity Estimate is
connected to the activity.
- Open the
Project Navigator or the
Activity
window.
- Query for your
project.
- In the Navigator, select an activity that has
estimated values. Alternatively,
in the Activity window, select the desired activity in
the Project list.
- Click the
Activity tab.
Alternatively, in the
Activity
window, click the
General tab.
- In the Planned Cost Driver list, click Estimated Cost. Save
your changes.
- Note that the activity planned
values on the
Cost or the
Hours tab are updated from the estimated
values.
- Click the Estimate tab, and change some of your
estimated values. Save your changes.
- Click the
Cost or the
Hours
tab depending on the change you made. Note that the activity planned
values are updated with your changes.
Note: For an example of an activity that uses estimated values for
planning, see Project P101 and Activity 10050.