Project configuration steps - Estimation
Estimations are a key tool in order to manage a project. An estimation may contain the figures concerning budget, balance and estimation at completion of working days and financials (to manage financials, the FM - Financial Management module is required).
Estimations can be managed from the Estimation section of the project. Every estimation refers to a spefic Estimation Date which influences the data shown. Actually, data are those calculated at the Estimation Date (e.g. only the timesheets occurring before the date are considered).
Basic settings
As a first step, it is recommended to check and update the basic settings of the estimations. This can be done with the QUICK ACTIONS command, choosing the Settings selection from the choices available.
Period Estimation Mode
This setting enables the structure of the estimation referring to time. The possible choices are; "Per Project", "Per Year" and "Per Month". "Per Project" means that
he estimation data t
