iPE Help

How to Start your Estimate (Work, Methods etc.)

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Explains how to define the deliverables or tasks involved in the delivery of this estimate

Requirements vs. Tasks vs. Estimating Resources

To manually add task deliverables or even WBS elements below your BOE do the following:

  1. Click on the gear button and select "Add task Node" to add a new task. WBS elements are added in the proposal app
    • Adding a task inserts it under the other tasks for the same parent WBS
    • Adding a task sub-node inserts it under the current row
  2. Enter the description for each task or deliverable. You can drag rows up and down to change the structure of WBS elements and tasks in your estimate
    • Best practice is to define higher level nodes as WBS elements and the lowest level node as a task, and to assign resources mostly to tasks. This is how Primavera works, even though this application is flexible and allows you to assign tasks under tasks, and resources to a WBS element
  3. If the deliverable is a WBS not a task then uncheck this box, noting the best-practice above about WBS elements being above tasks
  1. Mouse over any of the headers and select "Columns" from the menu to add more columns. Information such as the type, remarks, cost deferral method and design to cost vs. estimated cost for each task or WBS is available
  2. Use the download button to download the deliverables to Excel
  3. Click on the bubble to enter remarks specifically for the lower level task or deliverable

Resources can be assigned in the LABOR tab to either task or WBS.

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