Managing Projects › Estimates (ETC) at the Project Level › How to Modify ETC at the Project Level › Apply Estimating Rules at the Project Level

Apply Estimating Rules at the Project Level

You can create and apply estimating rules when you want to distribute ETC numbers in a specific way. For example, you can create an estimating rule for a specific group of tasks that considers the planned cost of the tasks in the estimate.

You must create the estimating rules at the task level, and you can only run them for the tasks for which they were created. Though you can apply estimating rules at the project level, you cannot create them at the project level.

The names of the phases or groupings for which the rule was run are highlighted in a different color. Use the ETC From Rules column to compare the ETC previously generated for the phase or grouping in the Current ETC column with the ETC generated from the applied rule(s).

To apply an estimating rule at the project level

1. Open the project.

   The Project: Properties: Main - General page appears.

2. Select the Tasks tab.

   The Project: Tasks: Task List page appears.

3. Open the task you want to which you want to apply an estimating rule.

   The Task Properties page appears.

4. Click the Estimating tab.

   The Task Estimating Properties page appears.

5. Choose Estimating Rules from the Mode drop-down, and click Apply.

   The page refreshes and the list of phases or groupings displays.

More information:

Create Task Estimating Rules