Project configuration steps - Estimation - Cronologia

Maxime.sottini: /* Saving Estimations to Repository */

2016-04-06T09:41:53Z

‎Saving Estimations to Repository

Maxime.sottini il 10:26, 4 apr 2016

2016-04-04T10:26:58Z

Maxime.sottini: /* Main activities on estimations */

2016-03-10T22:09:36Z

‎Main activities on estimations

Maxime.sottini: /* Basic settings */

2016-03-10T22:04:10Z

‎Basic settings

Maxime.sottini: /* Showing estimation control data */

2016-03-08T10:27:30Z

‎Showing estimation control data

Maxime.sottini: /* Showing estimation control data */

2016-03-08T08:44:33Z

‎Showing estimation control data

Maxime.sottini: /* Update settings */

2016-03-08T08:40:15Z

‎Update settings

Maxime.sottini: /* Editing info and general comment */

2016-03-08T08:33:41Z

‎Editing info and general comment

Maxime.sottini: /* Filtering Estimations */

2016-03-08T08:29:44Z

‎Filtering Estimations

Maxime.sottini: /* Full screen mode */

2016-03-08T08:27:26Z

‎Full screen mode

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 === Saving Estimations to Repository ===
-To save an [[glossary|''estimation'']] into the ''[[glossary|estimation repository]]'', use '''QUICK ACTIONS''' and then '''Save To Repository'''. Remember to previously define a meaningful <u>Estimation Name</u>.
+To save an [[glossary|''estimation'']] into the ''[[glossary|estimation repository]]'', use '''QUICK ACTIONS''' and then '''Save To Repository'''. Remember to previously define a meaningful <u>Estimation Name</u>. The following data are saved:
 === Loading Estimation from Repository ===

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−	''[[glossary\|Estimations]]'' are a key tool in order to manage a ''[[glossary\|project]]''. An ''[[glossary\|estimation]]'' may contain the figures concerning budget, balance and estimation at completion of working days and financials (to manage financials, the [[~~ItmSUITE® - Complementary modules#FM - Financial Management\|~~FM - Financial Management]] module is required).	+	''[[glossary\|Estimations]]'' are a key tool in order to manage a ''[[glossary\|project]]''. An ''[[glossary\|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).

	''[[glossary\|Estimations]]'' can be managed from the <u>''Estimation''</u> section of the ''[[glossary\|project]]''. Every ''[[glossary\|estimation]]'' refers to a spefic <u>Estimation Date</u> which influences the data shown. Actually, data are those calculated at the <u>Estimation Date</u> (e.g. only the ''[[glossary\|timesheets]]'' occurring before the date are considered). The key input data managed in an ''[[glossary\|estimation]]'' are budget and ''[[glossary\|estimation to complete]]'' figures. All other figures are calculated based on them and on balance data which, on turn, derive from ''[[glossary\|timesheets]]'' or ''[[glossary\|cost occurrences]]''. [[File:Project estimation view.JPG\|none\|thumb\|850x850px\|Project estimation screen.]]		''[[glossary\|Estimations]]'' can be managed from the <u>''Estimation''</u> section of the ''[[glossary\|project]]''. Every ''[[glossary\|estimation]]'' refers to a spefic <u>Estimation Date</u> which influences the data shown. Actually, data are those calculated at the <u>Estimation Date</u> (e.g. only the ''[[glossary\|timesheets]]'' occurring before the date are considered). The key input data managed in an ''[[glossary\|estimation]]'' are budget and ''[[glossary\|estimation to complete]]'' figures. All other figures are calculated based on them and on balance data which, on turn, derive from ''[[glossary\|timesheets]]'' or ''[[glossary\|cost occurrences]]''. [[File:Project estimation view.JPG\|none\|thumb\|850x850px\|Project estimation screen.]]

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 == Main activities on estimations ==
 The following are common activities performed on ''[[glossary|estimations]]''.
 === Updating and saving Estimation ===

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	This setting enables the structure of the ''[[glossary\|estimation]]'' referring to time. The possible choices are; "Per Project", "Per Year" and "Per Month". "Per Project" means that the ''[[glossary\|estimation]]'' data are referring to all the ''[[glossary\|project]]'' duration. "Per Year" means that the ''[[glossary\|estimation]]'' will be structured in different sections where to plan (e.g. budget) per each year (the numbers of years available will depend on ''[[glossary\|project]]'' dates (in particular <u>Internal Operational Start Date</u> and <u>Internal Operational End Date</u> in <u>''General''</u> section). "Per month means that the ''[[glossary\|estimation]]'' will be structured in different sections where to plan for each months. Again, the number of months will depend on ''[[glossary\|project]]'' dates.		This setting enables the structure of the ''[[glossary\|estimation]]'' referring to time. The possible choices are; "Per Project", "Per Year" and "Per Month". "Per Project" means that the ''[[glossary\|estimation]]'' data are referring to all the ''[[glossary\|project]]'' duration. "Per Year" means that the ''[[glossary\|estimation]]'' will be structured in different sections where to plan (e.g. budget) per each year (the numbers of years available will depend on ''[[glossary\|project]]'' dates (in particular <u>Internal Operational Start Date</u> and <u>Internal Operational End Date</u> in <u>''General''</u> section). "Per month means that the ''[[glossary\|estimation]]'' will be structured in different sections where to plan for each months. Again, the number of months will depend on ''[[glossary\|project]]'' dates.
		+
		+	The competence periods (years or months) are not automatically instantiated. This can be done by using the '''ADD PERIODS''' command in ''<u>Estimation</u>'' section.

	<u>Detailed Estimation Mode</u>		<u>Detailed Estimation Mode</u>

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	==== Showing estimation control data ====		==== Showing estimation control data ====
−	Estimation control data is the set of the following information for the overall ''[[glossary\|project]]'': <u>Budget</u>, <u>Balance</u>, <u>Estimation To Complete</u>, <u>Estimation At Completion</u>, <u>% Complete</u>, <u>Planned % Complete</u>, <u>Earn</u> and <u>Earned Value</u>. These information can be shown any type by enabling the <u>Estimation Control</u> flag. ~~See~~	+	Estimation control data is the set of the following information for the overall ''[[glossary\|project]]'': <u>Budget</u>, <u>Balance</u>, <u>Estimation To Complete</u>, <u>Estimation At Completion</u>, <u>% Complete</u>, <u>Planned % Complete</u>, <u>Earn</u> and <u>Earned Value</u>. These information can be shown any type by enabling the <u>Estimation Control</u> flag.

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	==== Showing estimation control data ====		==== Showing estimation control data ====
		+	Estimation control data is the set of the following information for the overall ''[[glossary\|project]]'': <u>Budget</u>, <u>Balance</u>, <u>Estimation To Complete</u>, <u>Estimation At Completion</u>, <u>% Complete</u>, <u>Planned % Complete</u>, <u>Earn</u> and <u>Earned Value</u>. These information can be shown any type by enabling the <u>Estimation Control</u> flag. See

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	==== Update settings ====		==== Update settings ====
		+	It is possible to update ''[[glossary\|estimation]]'' settings with '''QUICK ACTIONS''' and '''Settings'''. See the previous [[Project configuration steps - Estimation#Basic settings\|Basic settings]] sections for more information on how to proceed.

	==== Showing estimation control data ====		==== Showing estimation control data ====

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 ==== Editing info and general comment ====
 ==== Update settings ====
 ==== Showing estimation control data ====

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 === Filtering Estimations ===
-It is possible to filter the rows in ''[[glossary|estimation]]''. This can be done with the '''FILTER''' command which work as all other filters (see [[Filters management|managing filters]]).
+It is possible to filter the rows in ''[[glossary|estimation]]''. This can be done with the '''FILTER''' command which work as all other filters (see [[Filters management|managing filters]]). All filtering parameters can be immediately removed with '''DROP FILTER''' command.
 === Checking Estimation consistency ===
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 ==== Full screen mode ====
-It is possible to view and update ''[[glossary|estimation]]'' information in full screen mode. Just press the icon next to the left of the '''FILTER''' command.
+It is possible to view and update ''[[glossary|estimation]]'' information in full screen mode. Just press the icon next to the left of the '''FILTER''' command. Just press the "Esc" keyboard key to revert to normal mode.
 ==== Editing info and general comment ====