ETC Wizard

The ETC (Estimate to Completion) wizard is available for the project manager to aid with the summarization of ETC information.  

Topics covered on this help page include:


ETC Wizard Link

This wizard is available in the upper right corner on the Project Profile >> Budget tab:

 

This wizard is also available in the upper right corner when editing the details for a particular Task (or all Tasks).


ETC Wizard Popup

Clicking on the ETC Wizard link on the Project Profile >> Budget tab will display a popup which will resemble the following.  This screen will include two sections:

 

  1. Note: If the project is an intercompany effort project (i.e., the Intercompany Effort field is "Yes" on the Project Profile page), then labor and expenses includes intercompany labor and expense for the intercompany resources.

 

Whether the project manager chooses to derive the project level information from either the Assignment level or Task level information is a matter of preference.

 

Clicking on the ETC Wizard link on the task edit screen will display a popup which will resemble the following.  On this screen, the project manager will only see the entries Summarized from Assignments, for those assignments related to the particular task.  This summary of assignment level information may then be used by the project manager as input to deriving values to populate the corresponding Task Budget tab fields.