Task Progress Single Dialogs Workspace

Use this workspace to examine the progress estimates of each of the planning budget lines that the Job Progress workspace shows.

You can view the progress history of individual planning budget lines and re-estimate the tasks of the planning budget based on the specified required time to completion that time sheet users report. You can then estimate whether the individual task meets the estimated time or amount to completion, or whether it exceeds the estimate.

This workspace corresponds to the Job Progress workspace, except that in that workspace you can see progress information at the job level.

The Job Budget Line tab displays a planning budget line and includes the Progress island, which shows its progress history. You can enter information in the bottom line of the table in this island if you need to re-estimate the requirements for completion for the task shown. If the job budget is structured hierarchically, you cannot enter any information when a group header is displayed in the Job Budget Line tab, because group header lines display sums from their subordinate budget lines. However, you can select a unit of measurement and specify whether to display original figures.

For each job budget line that pertains to time activities in the Job Budget Line tab, the Specification of Estimated Time to Completion sub-tab displays the corresponding estimate to completion as estimated by users on time sheet lines that are related to the same combination of job, activity, and task as the job budget line. This sub-tab displays the most recent estimate for each employee. Only information that is related to time sheet lines that have been transferred for posting are applied.

For example, consider the use of such an estimate for two project employees, E1 and E2, working on a specific task, T. Suppose task T has been budgeted at 100 hours. Employee E1 then works for 20 hours on this task, and employee E2 works for 25 hours. Based on their experience, E1 and E2 each estimate how much time is left on their own parts of the task. So, E1 estimates that as of date D he needs another 40 hours to complete his part, and E2 estimates that as of date D he needs another 35 hours to complete his part. This input can be seen in this workspace, which will show that all together E1 and E2 have worked for 20 + 25 = 45 hours, and their estimates imply that another 40 + 35 = 75 hours are needed to complete the task. Based on his experience, the project manager now decides that 75 hours are not sufficient to complete the task, and instead enters a new estimated time to completion of 80 hours. The new total estimate for the task is then 45 + 80 = 125 hours. This information is updated in the planning budget, which now shows a total budgeted number of hours for the task of 125 hours.

In some cases, finding out which job budget line an estimate refers to may be related with ambiguity if more than one planning budget line exists with the same combination of job, activity, and task as the one on the time sheet line. This is the case, for example, if two budget lines exist for job J, both with activity A and task T. In this case, Maconomy picks one of the planning budget lines and suggests that the entered amount of hours should be linked to that line. For each line in the Specification of Estimated Time to Completion sub-tab, Maconomy then indicates which job budget line has been picked as the one to which the current time sheet line belongs. In case of ambiguity, this is also indicated for each line in the sub-tab.

To avoid ambiguity about which planning budget lines belong to which time sheet line, you can ensure that only one planning budget line exists for each combination of activity and task by setting one or both of the Duplicate lines (amount) on planning budget or Duplicate lines (time) on planning budget job parameter attributes to the value No. This means that only one planning budget line that is related to the same job, activity, and task can be created. This also ensures that when historic entries are created, the correct planning budget lines are updated.

Note that if the current planning budget is approved, you cannot enter information in this workspace.

You can print out the progress information with a layout that corresponds to the one found in the Job Progress workspace.