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Primavera P6 Project Management Refrence Manual

Primavera P6 Project Management Refrence Manual

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Published by Debabrata Trivedi
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Published by: Debabrata Trivedi on Oct 25, 2009
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01/28/2014

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To perform top-down estimation, you must first assign estimation
weights to work breakdown structure (WBS) elements and activities.
You can assign estimation weights directly in the Project Management
module or import them from the Methodology Management module
using Project Architect.

For information on
assigning weights to WBS
elements and activities,
see “Reviewing Work
Breakdown Structures” on
page 139.

You can limit the scope of your estimate according to work breakdown
structure (WBS) element and resource. After you develop a top-down
estimate, save the estimate for later reference or use, or apply the
estimate to the project. If you apply an estimate, the module updates
planned labor/nonlabor units for all activities and activity resource
assignments that fall within the estimation scope you specify. Top-down
estimations do not affect project expenses.

When performing a top-down estimation, you should first determine the
total number of labor or nonlabor resource units you want to apply. You
can determine this number using either prior experience on similar
projects, or you can use the module’s Function Point option, if you are
estimating an information technology project.

Unlike labor and nonlabor resources, a top down estimate
can not be applied to all material resources at once,
because their units of measure differ. You must select the
material resources individually.

For organizations using Primavera ProjectLink, top-down
estimation is disabled for Microsoft Project (MSP)-managed
projects. For more information on ProjectLink, click the Help
button on any ProjectLink screen to access the help in
Microsoft Project (available only if ProjectLink is installed).

Perform top-down estimations using prior experience

Choose Tools, Top Down Estimation. Choose to estimate labor or
nonlabor resource units. Click the Browse button in the WBS field to
select the WBS element whose activities you want to estimate, then
click the Select button. To estimate activities assigned to a specific
resource within the specified WBS element, such as a material type
resource, click the Browse button in the Resource field, select the
resource, then click the Select button.

Performing Top-Down Estimation 273

Primavera - Project Management

Choose Prior Experience. Using the value displayed in the Current Units
field as a guide, type the estimate in the Estimated Units field. To apply
an adjustment percentage to the estimate, mark the Apply Adjustment
checkbox, then type the adjustment percentage you want to use. For
example, if the estimated units are 400 and you apply an adjustment of
50%, the module will add 200 (50% of 400) to the estimated units. The
Adjusted Units field will display 600 units.

To save the estimate without applying it, click Save As. Type a name
and any assumptions and notes about the estimate, then click Save.

Develop top-down estimations using function points Choose
Tools, Top Down Estimation. Choose to estimate labor or nonlabor
resource units, or select a material resource in the Resource field. Click
the Browse button in the WBS field to select the WBS element whose
activities you want to estimate, then click the Select button. Choose
Function Point, then click Function Points.

The Total Activities field
reflects the number of
activities included
under the specified
WBS element.

To estimate the entire
project, select the root
WBS element.

Click to view detailed
information about and/or
apply a previously saved
top-down estimate.

Select an individual
resource whose
assigned activities you
want to estimate for the
selected WBS element.

274 Part 3: Implenting the Schedule

Primavera - Project Management

Type the Unadjusted Function Point Count (UFP) value you want to use,
or click Calculate to calculate the UFP.

If you choose to calculate the UFP, in the applicable boxes type the
number of low, average, and high complexity files and transactions to be
developed under the WBS element and resource, if any, you are
estimating.

Click Close. The Function Point Estimation dialog box reappears. Your
UFP value is listed in the Unadjusted Function Point Count (UFP) box.

Performing Top-Down Estimation 275

Primavera - Project Management

Type the Total Degree of Influence (TDI) value you want to use, or click
Characteristics to calculate the TDI. If you choose to specify
characteristics, select a system characteristic, then choose the numeric
value that indicates the characteristic’s degree of influence on the WBS
element you are estimating. A 0 indicates no influence and 5 indicates
the strongest influence. When you select a value, the Value Description
box displays text describing the value for the selected characteristic.
Select a value for all system characteristics, then click Close.

The Function Point Estimation dialog box reappears. The TDI value is
listed in the Total Degree of Influence (TDI) box.

Type the average productivity value, then click Close.

To apply an adjustment percentage to the estimate, mark the Apply
Adjustment checkbox, then type the percentage you want to use. For
example, if the estimated units are 400 and you apply an adjustment of
50%, the module will add 200 (50% of 400) to the estimated units. The
Adjusted Units field will display 600 units.

To save the estimate without applying it, click Save As. Type a name
and any assumptions and notes about the estimate, then click Save.

Apply top-down estimations Click Apply to perform the top-down
estimation. Click Yes when prompted to confirm that you want to apply
a top-down estimate to the project. Click OK.

276 Part 3: Implenting the Schedule

Primavera - Project Management

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