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Apply Top-Down Estimating

Use this procedure to view and edit the combined ETC of all the tasks in the project and to apply ETC. The estimating page displays a breakdown of project ETC by phase or task grouping. You can expand the list to view the ETC for each task in the phase or group. Once a project or task is underway, ETC reflects the number of remaining hours estimated to complete the project.

To apply top-down estimating, enter the percentage share of the top-down estimate distributed for each task.

Follow these steps:

  1. Open the project.
  2. Open the Properties menu and click Estimating.

    The estimating properties page appears.

  3. Complete the following fields:
    Mode

    Specifies the mode for estimating.

    Values:

    • Top-Down Estimating. Use this mode to specify a percentage of the estimates for tasks.
    • Estimating Rules. Use this mode to estimate rules for applying estimates to tasks.

    Default: Top-Down Estimating

    Current ETC

    Displays the current estimate to complete (ETC) for the project. The value for this field is derived from the Current ETC on the estimating properties page.

    Required: No

    New ETC

    Defines the new estimate to apply across all the tasks in the project.

  4. Click Preview.

    The list of tasks display.

  5. View the following fields:
    Task

    Defines the name of the task. Clicking the plus sign or summary task name displays subtasks below the summary task.

    ID

    Displays the unique identifier for the task.

    Current ETC

    Displays the total Estimate To Complete (ETC) for the task. The value for this field is derived from the ETC field on the task estimating properties page.

    Top-down %

    Displays the percentage of the top-down estimate from the project that is distributed to the task.

    New ETC

    Displays the new estimate to apply to the task.

  6. Click Apply.

    The ETC is distributed to the tasks set up to receive the top-down distribution.

More information:

How to Modify ETC (Investments)

Apply New ETC Across Tasks

How ETC is Calculated

Labor Effort Portlet

How to Set Up Tasks for Top-Down Estimating