Manage Projects › Update Task Data › About Defining Task Resources Properties › Define Resource Estimate to Complete on Task

Define Resource Estimate to Complete on Task

Use the Resources tab on the Task Properties dialog box to enter a resource's ETC on a task. You can also define a resource's ETC on a task from the Schedule spreadsheet view. Enter hour or day ETC values depending on the Default Unit setting you defined on the Defaults tab on the Options dialog box. If a task has an ETC value that exceeds zero, you cannot set the task's status to "Completed".

Note: If the resource's loading pattern is set to fixed you can only enter ETC in a tabulated view.

You can also remove a resource's ETC on a task using this tab. If you are using Open Workbench with CA Clarity PPM and you need to remove ETC that you have posted to a task that has not started, you must do this in CA Clarity PPM by adjusting your posted timesheet.

If you are using Open Workbench with CA Clarity PPM, you must define a billing rate for cost-based resources in CA Clarity PPM. If the resource does not have a defined billing rate, in CA Clarity PPM, add an entry to the resource's rate matrix and run the Rate Matrix Extraction job.

Note: See the Administration Guide for more information.

To define a resource's ETC on a task

1. In a view that displays the task detail pane, right-click a task and select Assignments from the shortcut menu.

   The Resources tab on the Task Properties dialog box opens.

2. In the Assigned Resources grid, enter the ETC in the resource's Estimate field, and click OK.

   The Task Properties dialog box closes.

To define a resource’s ETC on a task from a view

1. Select the Schedule view.

   The project schedule is displayed in a spreadsheet view.

2. Change the time scale data, if necessary, and do one of the following:
   • To enter a total ETC value, enter the ETC in the non-time scaled ETC column.
   • To enter ETC in a specific time period, enter the ETC in the time scaled ETC column.
3. For cost-based resources, such as expense resources, change the ETC format from Hours\Days to Cost, and save the project.

   The resource's ETC on a task is changed.

More information:

About Defining Task Resources Properties

Define Time Scales

About Resource Loading Patterns

Define the Default Assignment Options

Define Resource Actual Usage on Tasks

Task Status and Percent Complete

About the CA Clarity PPM Rate Matrix

About the CA Clarity PPM Rate Matrix Extraction Job