iPE Help

How to manually add task to deliverables ?

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To manually add task deliverable or even WBS elements in your estimate, do the following:

  1. Click on the + button to add, the - button to remove or the copy icon to copy any WBS or task. Please note that:
    • New WBS elements or tasks are added at same level as the current row, similar to 'Add (current level)' from the gear menu. Show the type column and modify the type if needed
    • When you delete a WBS or if there are any estimates associated with that WBS or task the WBS or task assignment will be cleared, or reset to a higher WBS which was not deleted or to the basis of estimate WBS. Any lower level WBS or task below the deleted one are also deleted at the same time. You cannot (yet) undelete WBS or tasks once you have deleted them
    • When you copy a WBS or task not only are the lower level WBS or tasks below copied, but any estimates such as labor, material or other / subcontract costs are also copied and assigned to the new WBS or task
  2. Click on the gear button which appears when you mouse-over the WBS/task text, and select "Add task Node" and then a suitable sub-menu option as follows:
    • Add Below inserts a task (or WBS) under the selected task for the same parent WBS
    • Add (Current Level) inserts a new task (or WBS) sub-node inserts it under the current row
    • Add (Type) gives you a menu where you can choose what type of work-item to insert e.g. WBS, task or asset/deliverable
  3. Enter the description for each task or deliverable. Numbers are assigned automatically depending on what type of row you are adding (WBS vs. task etc.).  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 and MS Project work, even though iPE is more flexible and allows you to assign tasks under tasks, and resources to a WBS element
    • Your Twenty5 consultant or system administrator can define what types of WBS, task etc. can be inserted under other types, for example if a task is permitted to be inserted under a task (or only under a WBS) as well as defining where estimated costs are allowed to be recorded including whether such costs can only be recorded on the lowest level node which is a WBS (not a task)
  4. Select the phase this WBS or task falls within. Phases can be used for key milestones, options or sets of deliverables
  5. If the deliverable is a WBS not a task then uncheck this box, noting the best-practice above about WBS elements being above tasks. There is also a column you can show called 'type' which works in tandem with this checkbox (one changes the other)
    • Mouse over any of the headers and select "Columns" from the menu to add more columns. Information such as the type, remarks, activity code and design to cost vs. estimated cost for each task or WBS is available
  6. Start and end dates for each WBS or task default from the row above. Edit the dates accordingly, noting that the start and end dates for the lower level WBS or task should normally be aligned with (equal to) or within (starting later and finishing earlier) that the superior WBS or task above. These dates will be automatically inherited down into any labor estimates input for these tasks
  7. Click on the bubble to edit remarks or assumption for that specific WBS or task. Overall estimate remarks should be input into the ASSUMPTIONS tab
  8. There are separate 'wrench' columns you can show or hide to allow you to quickly navigate to the labor or material resources for this specific WBS and task. Clicking on the wrench opens the labor or material resources tab but only showing the detailed estimates for this specific WBS and task based on filters which are applied
  9. The confidence score tells you the aggregate or rolled-up confidence for estimates within this WBS. The confidence for each individual estimate is summed up (weighted by cost) and the number of stars displayed represents the aggregate or summarized confidence in blocks of 0-20, 20-40, 40-60, 60-80 and 80-100%, with higher number = more confidence. You can modify the stars by clicking on them but the rolled-up confidence score as a % does not get changed by the user
  10. You can import the entire table or structure of WBS elements and tasks from an Excel spreadsheet either in iPE's import format or in the format typically exported from Primavera P6 using either the upload button top right or the gear menu
  11. You can also cascade or copy down certain columns from any WBS or task to all the lower WBS elements and tasks below. Select which attribute you want to cascade from:
  12. Use the download button to download the deliverables to Excel

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