Estimates / Reports generate monthly or weekly Baseline and Estimate-to-Complete
reports, in Excel, from your resource-loaded Microsoft Project file. You
can create custom reports, focusing on a specific WBS leg or a particular
manager. You can also prepare monthly data for import into your Cost Management
software.
Step 1 -
Click Estimates & Reports
With the file to be processed open and active, click Estimates /
Reports on the SDSI EV Tools toolbar as shown (you may also select
it from the SDSI EV Tools menu under the Tools drop-down menu). |
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Step 2a -
Make your Selections
Once activated, you will see the following dialog box. The inputs
made here determine the final output. After the user makes the desired
selections, either a financial report can be generated or an estimates
file for import into Cost Management software such as MPM. If the
user wants to change the type of output, clicking “Reset”
before clicking either of the “Run” buttons will clear
all selections. |
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Step 2b -
Click "Run"
Once appropriate selections are made, one or both of the “Run”
buttons will become active and available for selection. The screen
inputs shown will cause result in the generation of a complete baseline
labor and cost output, either in report form or in import file format,
depending upon the “Run” button selected. |
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Step 3a -
Your Excel Report
This is a typical result from clicking the “Run Estimates”
button. This output represents a baseline labor and cost import file
for Cost Management software (this format is specifically for MPM). |
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Step 3b -
Your Excel Results
Clicking the “Run Reports” button would produce the same
data as clicking the “Run Estimates” button, formatted
differently (as shown) to allow management review of budget or ETC
information directly from the source – MS Project, which facilitates
correction of errors before data is introduced into the Cost Management
software. Monthly output labor and cost amounts, either reports or
estimates, are collected and presented in accordance with the start
and stop dates associated with a user-defined accounting calendar.
Next: EVM Analysis |
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