How to edit an estimation

Global properties

 

You will find that tab:

  • After the creation of an estimate or an estimate model.
  • From the estimation list of an organization, with a click on the edit icon in the right-end column of the table.
  • From the dashboard, with a click on Edit estimation plan.

 

All the projects created on Estimancy are versioned, which means that each project has its own set of data. A project may represent any product, item or activity you want to estimate or manage.

 

The global properties include the following attributes:

  • Name: full name of the project (maximum 250 characters).
  • Version: name of the project version (maximum 64 characters).
  • Private estimation: check the box if you want the estimation to be private.
  • Product name: select the product name from the drop-down list.
  • Description: text to describe the project.
  • Project start date: creation date by default.
  • Creator: select the name of the creator from the drop-down list (that action depends on your rights).
  • Organization: name of the organization (company or administration) on which depends the project (automatic).
  • Status: stage of the estimation depending on the workflow specifications.
  • Project Area: field in which the estimation will be used (drop-down list).
  • Acquisition category: category of the product that is being estimated (drop-down list).
  • Platform category: platform on which the application will be used (drop-down list).
  • Project category: category of the project such as agile, hardware or software (drop-down list).

 


Estimation plan

 

You will find that tab:

  • After the creation of an estimate or an estimate model.
  • From the estimation list of an organization, with a click on the edit icon in the right-end column of the table.
  • From the dashboard, with a click on Edit estimation plan.

 

Once the estimation approach is specified, you can prepare the estimation plan.

 

In the Estimation plan tab, you can see the different modules of your estimate.

 

 

How to add modules

You can add modules thanks to the Add the selected module drop-down list. All the existing modules are in the list and they are classified according to the estimation method category.

Once you have selected a module from the list, a blue box representing the module will appear on the estimation plan with the name of the module instance.

How to link modules
  1. You can link modules to others by clicking on the orange points at the top or the bottom of the boxes. The top point represents the input and the bottom one the output.

Note:

Links must be created from an output (bottom point) to an input (top point). Several links can be created from or toward the same point.

 

To remove an arrow, click on its middle point.

2. Once the boxes are connected to one another, you can click on the name of the modules in the boxes to specify the nature of the links, in other words, to link the outputs of the previous modules with the current module.

3. Do not forget to save the modification before returning to the estimation plan.

 

The info, bin and eye icons 

Under the names of the modules, in the blue boxes, are three icons:

  •  You can mouse over that icon to see the category of the module (i.e. knowledge base).
  •  You can delete the module thanks to this icon.
  •  This icon will hide or display the data from this module on the lower part of the dashboard.

 

How to show the results

 

Once you have elaborated your estimation plan, click on the blue Results button at the top right corner of the page.

 


Securities

 

You will find that tab:

  • After the creation of an estimate or an estimate model.
  • From the estimation list of an organization, with a click on the edit icon in the right-end column of the table.
  • From the dashboard, with a click on Edit estimation plan.

 

The security specifications grant groups and users security levels over the estimation. They are combined with the status configurations. In the end, for an estimation, the user/group permissions will be the combination of the security levels granted by the estimation (present tab) and the status (estimation status tab).

 

 

How to create security levels

The security levels (instance above) are specified by the administrator under the Security levels and Estimation permissions tabs via User environment  > Permissions.

 

How to allocate security profiles

In Securities, you can allocate the security profiles to groups and users by checking the boxes corresponding to the desired security levels.

 


History

 

You will find that tab:

  • After the creation of an estimate or an estimate model.
  • From the estimation list of an organization, with a click on the edit icon in the right-end column of the table.
  • From the dashboard, with a click on Edit estimation plan.

This tab shows the different versions of the estimation.

By clicking on those icons , you can either:

  • Edit : you will be redirected to the Global properties
  • Display : you will be redirected to the dashboard.
  • Promote the project into its life cycle : to change the status to the next stage of the workflow.
  • Checkout : to create a new version of the project, a window will pop up asking for a name and a description for the new version.
  • find where it is use : to see in which projects that version is used as a subproject.
  • Duplicate : to copy the version, you will be redirected to the global properties tab.
  • Delete : to delete the selected version.

Do not forget to select a version of the estimation before proceeding with any action.