Project Tasks › Update the Task Properties › Define the Resources Properties › Define Resource Estimate to Complete on Task

Define Resource Estimate to Complete on 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 in the Defaults tab of the Options dialog. 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 want to remove ETC that you have posted to a task that has not started, 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: For more information, see the Administration Guide.

The following procedure explains how to define a resource's ETC on a task.

Follow these steps:

1. Open a view that displays the task detail pane.
2. Right-click a task and click Assignments in the shortcut menu.
3. Enter ETC in the resource's Estimate field in the Assigned Resources grid, and click OK.

The following procedure explains how to define a resource’s ETC on a task from a view.

Follow these steps:

1. Select the Schedule view.
2. Change the time scale data, if necessary, and complete one of the following steps:
   • Enter ETC in the non-time scaled ETC column to enter a total ETC value.
   • Enter ETC in the time scaled ETC column to enter ETC in a specific time period.
3. Change the ETC format from Hours or Days to Cost for cost-based resources, such as expense resources, and save the project.

More information:

Define the Resources Properties

Define the Time Scales

Resource Loading Patterns

Task Status and Percent Complete

Define Resource Actual Usage on Tasks

CA Clarity PPM Rate Matrix

CA Clarity PPM Rate Matrix Extraction Job