Product Walkthrough

Estimates / Reports

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).

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.

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.

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).

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.

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