Estimate Date

When you change the Estimate Date, the Progress Evaluation Assistant updates the following:

• The visible period starts at the selected Estimate Date.
• The <date> in the Allocated After <date> column is set to the Estimate Date.
• The Allocated After <date> column is updated with the numbers for the selected date.

The Allocated column is the same as described for the Budgeting Assistant.

The function of the Allocated After <date> column functions in the same way as the Allocated column does, except that this column exclusively sums all of the allocated hours after the Estimate Date. This column does not include the values on the date itself.

For example, week 44 is split between 2 months, and only 18 of the 30 hours occur after the Estimate Date.

The numbers in the Allocated After <date> column are in turn summed on the top line as the Future Allocations.

The Future Allocations are the planned hours that remain on the project after the Estimate Date. The Progress Evaluation Assistant makes it easy to compare this with the estimate of how much of the budget is left for the project.

In the top line:

• The ETC field displays the estimated remainder of hours on the project Estimated Time to Complete.
• The Future Alloc. field displays the number of hours that have been allocated for the task after the Estimate Date.
• The ETC Var (variance) field displays the difference between the ETC and the future allocated hours.

The variance is color-coded: green means that there are still hours available in the estimated remainder of the budget, and red means that the ETC has been exceeded.

Note: You can compare the Allocated After <date> column to the functionality of the Update ETC from People Planner button. The difference is that the Allocated on and After column is constantly updated with the sum of the bookings as soon as you enter them, whereas the Update ETC from People Planner button imports them into Maconomy only when you click it. See Update ETC from People Planner for more details.