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+ | ====== ProjectTRACKER Help - Estimates ====== | ||

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+ | The estimation function of the ProjectTRACKER provides statistical estimation tools. The typical estimatation page looks like: | ||

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+ | {{:tracker:tracker-estimates.png?750}} | ||

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+ | //**Note:**// Only users with “Estimate” access rights can see and use the estimation functionality! | ||

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+ | ===== Selection Filters ===== | ||

+ | |||

+ | ^ Task | Task filter. | | ||

+ | ^ Program | Program filter. | | ||

+ | ^ Task-ID | Filter for task id. | | ||

+ | ^ Task-Group | Filter for task group. | | ||

+ | ^ Task-Prio |Task prio filter. Prio must be given in format: 1,2,3 ... | | ||

+ | ^ Task Owner | Task Owner filter. | | ||

+ | ^ Task Status | Task Status filter. | | ||

+ | |||

+ | ===== Selection Options ===== | ||

+ | ^ Task Confidence | The confidence interval of the **Conf. Case** calculation. 90% means that from a statistical point of view 90% of the "real" effort estimates should be included in the calculated **Conf. Case** value. The statistical calculation is based on that the **Effort Measured** values are equally distributed around the **Effort Planned** values, //**if this is not the case the calculations are wrong!**//. Higher confidence intervalls should be used to communicate save margins, e.g. to external customers. A 50% confidence intervall is given by the //Expected Case// formula - this is recommended for internal plannings. | | ||

+ | ^ Estimate Confidence | The confidence level of the task estimates, e.g. a 70% confidence level means that 7 out of 10 values are in the range of **Effort Worst Case** to **Effort Best Case**. 70% is already a "optimistic" value - typically SW efforts are underestimated and tend to overshoot the worst case assumption. | | ||

+ | ^ {{:tracker:excel3.jpg}} | Export current estimate view data to MS Excel sheet. | | ||

+ | ^ {{:tracker:print-pdf.png|}} | Opens the [[tracker:reports|Reports]] page showing all reports including //6// in the report view. | | ||

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+ | ===== Estimates Inline Report ===== | ||

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+ | The estimates inline report with the name //_Estimates Page Report// is shown right to the **Selection** form when defined by a user with "Report" rights. | ||

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+ | ===== Tasks Estimates Grid ===== | ||

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+ | ^ID((Clicking on the headline will also sort the column)) | Internal ID of the task record. Clicking on the task ID will select only this task. A tool tip with the task description is shown when moving the mouse cursor over the ID field. | | ||

+ | ^ {{:tracker:trend-down2.png}}{{:tracker:trend-stable2.png}}{{:tracker:trend-up2.png}} | Trend of the last change to **Effort Planned**. Clicking on the icon will open the [[tracker:pm#task_history_trending|Task History / Trending]]. | | ||

+ | ^Group((Clicking on the headline will also sort the column))| Name of the task group. | | ||

+ | ^Prio((Clicking on the headline will also sort the column))| Prio of this task - in case task is done (remaining effort is 0) the task prio is shown in green. | | ||

+ | ^Task Name((Clicking on the headline will also sort the column))| Program : Task Name. | | ||

+ | ^Start Date((Clicking on the headline will also sort the column))| Task Start Date. | | ||

+ | ^End Date((Clicking on the headline will also sort the column))| Task End Date. | | ||

+ | ^ Task Owner((Clicking on the headline will also sort the column)) | Task owner - if defined, users with “Own Task” right can change the task content, even when not the record owner or in the group of the record owner. | | ||

+ | ^ Task Status((Clicking on the headline will also sort the column)) | Task status((Configurable by the ProjectTRACKER PHP administrator)). //**Note:**// For Summary Tasks the task status shows the lowest status of all tasks belonging to the summary group. | | ||

+ | ^Effort Best Case((Clicking on the headline will also sort the column))| Best case effort estimation see "Software Estimation"((Ref Software Estimation)) page 106ff. These values have to correlate to the **Estimate Confidence**, means all effort estimations should be in the defined confidence range. | | ||

+ | ^Effort Planned((Clicking on the headline will also sort the column))| Most likely effort estimation see "Software Estimation"((Ref Software Estimation)) page 108ff. The statistical model is based on that the "real" **Effort Measured** values are equally distributed around the **Effort Planned** values, //**if this is not the case the calculations cannot be trusted!**//. | | ||

+ | ^Effort Worst Case((Clicking on the headline will also sort the column))| Worst case effort estimation see "Software Estimation"((Ref Software Estimation)) page 106ff. These values have to correlate to the **Estimate Confidence**, means all effort estimations should be in the defined confidence range. | | ||

+ | ^Expec. Case| //Expected Case// := (**Effort Best Case** + 4.0 * **Effort Planned** + **Effort Worst Case**) / 6.0 see "Software Estimation"((Ref Software Estimation)) page 109. | | ||

+ | ^Stand. Dev.| //Standard Deviation// := SQRT( SUM((Over all individual values of a **Task Summary Group**))( SQUARE( ( **Effort Worst Case** - **Effort Best Case**) / //DIVISOR//(**Estimate Confidence**) ) ) ) see "Software Estimation"((Ref Software Estimation)) page 124. | | ||

+ | ^Conf. Case| //Confident Case// := //Expected Case// + //FACTOR//(**Task Confidence**) * //Standard Deviation// see "Software Estimation"((Ref Software Estimation)) page 121. | | ||

+ | ^Effort Exp. Case((Clicking on the headline will also sort the column))| Expected effort - should be based on **Conf. Case** estimates. Clicking on **□ Copy** will copy all **Conf. Case** over to **Effort Exp. Case**, clicking on the **Conf. Case** link will only copy over this value. Calculated values are shown in grey - when you want to save the calculated values press the **Update** button! | | ||

+ | ^ Effort Alloc.| Shows the allocated [[tracker:plan|Plan]] effort. Clicking on the link will call directly the [[tracker:plan|Plan]] page for this task. Moving the mouse cursor over this field will show the resource allocation in a tool tip. | | ||

+ | ^Effort Meas.| //Effort Measured// := //Effort Done// + //Effort Remaining// from [[tracker:efforts|Efforts]].| | ||

+ | ^MRE| //Magnitude of Relative Error (MRE)// := 100 * (**Effort Planned** - **Effort Meas**) / **Effort Meas** see "Software Estimation"((Ref Software Estimation)) page 110. | | ||

+ | ^Metric| **O:** Percentage of task values which are out of the **Effort Best Case** to **Effort Worst Case** boundary - see also **Estimate Confidence**.\\ **M:** Percentage of task values under or over the "likely" **Effort Planned** value. ~0% means the efforts are perfectly distributed around the **Effort Planned** values - see also description for **Effort Planned**. | | ||

+ | ^ W | {{:tracker:ronly2.png}} indicates the record is write protected. To still write to your own records choose another filter criteria to reduce the list to entries you are allowed to write. | | ||

+ | |||

+ | //**Notes:**// | ||

+ | * You need "Plan" access rights to use and access the [[tracker:plan|Plan]] page! | ||

+ | * In general all estimates and calculations should be cross checked for plausibility and consistency ;-). | ||

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+ | ===== Tasks Schedule Buttons ===== | ||

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+ | ^ Update | Store task entries. | | ||

+ | ^ Cancel | Reload page //**without**// storing. | | ||

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+ | ===== References ===== | ||

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+ | ((Ref Software Estimation))**Software Estimation - Demystifying the Black Art**, Steve McConnell, Microsoft Press 2006 | ||

Except where otherwise noted, content on this wiki is licensed under the following license:(C) 2012 ProjectTRACKER - A. Welz. All rights reserved.