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Apply ETC from Task Estimating Rules

You can run an estimating rule at the phase, task, or project level, which applies ETC values to the task based on the rules. Use the following procedure to apply task estimating rules to the phase or summary task and to its detail tasks.

To run a task estimating rule for a phase or summary task, select the required task to apply the rule to all its detail tasks. Or, select one or more of the detail tasks to apply the rule individually.

The order in which tasks are listed on the task estimating page is important. If none of the task estimating rules meets its execution conditions, the default rule is run. If only a default rule exists, then that rule is run. The process of applying ETC is executed automatically after verifying all the rules in the list in the order in which they are listed.

You can either run the task estimating rule on all listed tasks or select which tasks to run the rule. In the absence of a rule to run, all the rules are evaluated in the order in which they appear. Also, the first rule that meets the execution conditions is run.

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. Select the check box next to the rule and click Run.

    The run estimating rules page appears.

  4. Select the check box next to the task to apply ETC, and click Apply ETC from Rules.

More information:

Task Estimating Rules

How to Apply Estimates (Tasks)

How to Create Task Estimating Rules

Compare Generated ETC with Current ETC

Apply Estimating Rules (Investments)

Edit Task Estimating Rules

Edit Task Estimating Rule Condition

Apply Estimating Rules (Investments)