Estimation creation

To create an estimate, conform to the following steps to access the estimate list of the organization depending on those different cases:

  • You just logged in and you belong to only one organization, you will then be redirected to the estimate list of your organization.
  • You just logged in and you belong to several organizations, you will then be redirected to the list of organizations. Click on the organization you want to create an estimate for, you will then be redirected to the estimate list of that organization.
  • You are on another page of the application, go to the organization page through the menus User environment > Changing. Click on the organization you want to create an estimate for. You will be directed to the estimate list of the organization.

 

A project may be created in three different ways from the estimate list of the organization:

  • From scratch,
  • From template,
  • With a new version of an existing estimation.

 


How to create an estimate from scratch

 

  1. Click on the Create button:

  1. You will be directed to the Global properties. Fill in the properties of your new estimate:
  • Estimate name: full estimation name (maximum 250 characters),
  • Version: name of the version of the estimate (maximum 64 characters),
  • Private estimation: check the box if you want the estimation to be private,
  • Application: select the application from the drop-down list,
  • Description: text describing briefly the project,
  • Project start date: date of creation by default, may be modified,
  • Creator: select the creator from the drop-down list (depends on the user’s permissions),
  • Organization: name of the organization (company or administration) on which depends the estimation (automatically selected),
  • Status: status of the estimate according to the workflow characteristics,
  • Project area: area or field for which the estimate is being created (drop-down list),
  • Acquisition category: category of the object of the estimate (drop-down list),
  • Platform category: platform on which the application will be used (drop-down list),
  • Project category: category of projects such as agile, software or hardware (drop-down list).

 

  1. Once the information is saved, you will be directed to the estimate edition page which includes the following tabs:
  • Global properties: Includes the description and global information of the estimate.
  • PBS-Projects: That tab is optional and defines the deliverable or components of the project.
  • Estimation plan: That tab describes the process to follow to complete the estimation calculation.
  • Securities: That tab enables to manage the permissions of users or user groups over the estimate.
  • History: That tab records all the versions of an estimation.
  • Dashboard: The dashboard enables to execute the estimation process specified by the estimation plan. You can make calculations and display the results in widgets.

 


> How to create a new estimate from an estimation model

 

In Estimancy, an estimate is defined by several specifications.

You may not be able to create an estimate from an estimation model you do not have the permission to use. It depends on your permissions defined by the administrator.

 

To create a new estimate from an estimation model:

 

  1. From the estimation list, click on the New estimation from template button:

  1. You will be directed to the Estimation models list:

  1. Click on the name of the estimation model you want to use. A creation window will pop up:

  1. You will be asked to provide:
  • Estimation name: the name must be unique,
  • Version number,
  • Product name: select an application from the drop-down list,
  • Description: information about the estimate or the project,
  • Project start date: creation date by default, modifiable and may represent different dates (start date, end date, etc.).
  1. Click on the Save button to create the project or on Cancel to delete the information and be redirected to the estimation model list.
  2. Once the information is saved, you will be directed to the estimate edition page which includes the following tabs:
  • Global properties: Includes the description and global information of the estimate.
  • PBS-Projects: That tab is optional and defines the deliverable or components of the project.
  • Estimation plan: That tab describes the process to follow to complete the estimation calculation.
  • Securities: That tab enables to manage the permissions of users or user groups over the estimate.
  • History: That tab records all the versions of an estimation.
  • Dashboard: The dashboard enables to execute the estimation process specified by the estimation plan. You can make calculations and display the results in widgets.

 

How to create an estimation model

 

You can create an estimation model if you were granted the permission by the administrator of the organization.

 


New version of an estimation

 

  1. You may create a new version of an estimation from two different pages on Estimancy:
    • From the estimation list of your organization, click on the
    • From the history tab of your estimation, click on the icon after selecting the original version.

 

  1. When you click on the icon, a pop up window will come up:

  1. The new version of the estimation is defined by:
    • Estimation name: name of the original version (non-alterable),
    • Current version: version from which the new version was created,
    • New version: name or number of the new version,
    • Description: information about the nature of the estimation or the project.

 

  1. You will be redirected to the edition tabs of the new version of the estimation, and more specifically, to the History of the estimation.

The edition tabs are the following:

  • Global properties: Includes the description and global information of the estimate.
  • PBS-Projects: That tab is optional and defines the deliverable or components of the project.
  • Estimation plan: That tab describes the process to follow to complete the estimation calculation.
  • Securities: That tab enables to manage the permissions of users or user groups over the estimate.
  • History: That tab records all the versions of an estimation.
  • Dashboard: The dashboard enables to execute the estimation process specified by the estimation plan. You can make calculations and display the results in widgets.