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Apply Estimating Rules (Investments)

Create and apply estimating rules to distribute ETC values 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.

Create the estimating rules at the task level, and you can only run them for the tasks for which you created them. 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 is run are highlighted in a different color. Use the ETC From Rules column to compare the ETC previously generated for the phase with the ETC generated from the applied rules.

Follow these steps:

  1. Open the project and click Tasks.

    The list page appears.

  2. Open the task and click Estimating.

    The task estimating properties page appears.

  3. In the Task Estimating Rules section, select the rule, and click Run.

More information:

Create Task Estimating Rules