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Contents of the Compute Estimate To Complete Screen

Use the fields and options to configure the Compute Estimate to Complete screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Projects

Use the fields in this group box to limit the projects that are affected by this utility.

Field Description
Options

Select the range of projects to revise. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the starting value for the range you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending value for the range you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Options

Update Options

In this group box, you can select whether or not the ETC files are updated for amounts, PLC hours, or GLC hours. If you update ETC files with PLC or GLC hours, you must enter budgets for hours by project/PLC or project/GLC. You can also update project revenue with ETC or LREAC amounts, if you have set up revenue formulas that calculate based on ETC or EAC.

Field Description
Update ETC Amounts

Select this check box to update the estimate to complete fields on the Manage Estimate to Complete Amounts screen.

Update Revenue with LREAC or ETC

Select this check box to update project revenue with ETC or LREAC accounts. The projects to be updated must have revenue formulas based on Estimate To Complete or Estimate At Completion.

Update ETC Hours

Select this check box to update ETC hours data on the Manage Estimate to Complete PLC Hours or the Manage Estimate to Complete GLC Hours screen. If you select this check box, you must select one of the following options to indicate the hours to be updated.

Update PLC

Select this option to update estimate-to-complete hours for PLCs.

Update GLC

Select this option to update estimate-to-complete hours for GLCs.

Revision Option

You can update project ETCs with a project-wide percentage complete, or with budget amounts minus incurred costs.

Field Description
Update LREAC with Percent Complete

Select this option to update your project ETCs with a percent complete.

% Complete

If you select the Update LREAC with Percent Complete option as your Revision Option, enter the percentage complete in this field.

Update ETC with Budget Minus Incurred

Select this option to update your project ETCs using the budgeted amounts less the incurred amounts. If you choose this option, first enter and/or review your project budgets. You must also run the Update Incurred Cost for ETC screen to update your incurred cost information with current amounts. Otherwise, your ETC calculations are not accurate.

Date

Use this group box to enter the revision date. This date can assist you when you are assessing the age of the data on the Manage Estimate to Complete Amounts screen.

Field Description
Revision Date

The system date defaults in; however, you can modify this. This date is stored as the last LREAC update date.