How Planning Calculates ETC

Estimate-to-completion (ETC) amounts are estimates of the total additional cost or hours, beyond the actual cost or hours, that are required to complete the work. The ETC is calculated based on the application, Vision or iAccess for Vision, in which the plan was created.

For example, if the plan was created in Vision, the ETC for labor, expenses, and consultants applies the Vision calculation. Likewise, if the plan was created in iAccess for Vision, the ETC for labor, expenses, and consultants applies the iAccess for Vision calculation. It also considers the ETC/JTD Date Basis setting on the ETC & JTD Date Basis dialog box on the Planning Options menu in Vision. iAccess for Vision uses Today's Date for the ETC/JTD Date Basis. This setting determines the date after which the planned amounts are summed. For example, when set to Today's Date, the ETC amount is the sum of all planned amounts dated tomorrow and beyond.

ETC amounts at the project level are the sum of ETC amounts calculated at the resource level.

If you convert a plan from one application to the other, the ETC calculation is converted as well.

Plans managed in Vision calculate ETC as follows:

• Labor — ETC labor = The planned labor amount required from the selected date basis through the end of the plan to complete the project, phase, or task.
• Expenses — ETC expenses = Sum of planned expenses from tomorrow forward.
• Consultants — ETC consultants = Sum of planned consultants from tomorrow forward.

Plans managed in iAccess for Vision calculate ETC as follows:

• Labor — The planned labor amount required from the selected date basis through the end of the plan to complete the project, phase, or task. This is the same as the Vision calculation for ETC Labor.
• Expenses — If planned expenses - JTD expenses is greater than 0, then ETC expenses = Planned expenses - JTD expenses. If Planned expenses - JTD expenses is less than less than or equal to 0, then ETC expenses = 0.
• Consultants — If Planned consultants - JTD consultants is greater than 0, then ETC consultants = Planned consultants - JTD consultants. If Planned consultants - JTD consultants is less than less than or equal to 0, then ETC consultants = 0.

If a project is mapped on multiple Vision plans that have the Include in Utilization and Project Reports option selected, Navigator totals are the combined values.