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Changing Estimating Method in Resource List

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Once you click the copy button the all the SAP labor booked to the selected project and WBS is summarized based on each person's SAP work-center and activity type combination (resource in this application) and copied into the labor table below.

  1. Resources are set to whatever resource in this application corresponds to the same SAP work-center or cost center and activity type combination as the individuals  who booked time into SAP
  2. The estimating methodology is set to "Performance history" to indicate that this estimate was copied from actual history
  3. Effort is copied from SAP's sum of actual labor postings for this WBS and resource group combination, multiplied by the complexity factor. Start and end dates are derived from the WBS or proposal, duration from work-time between these dates and full time equivalents (FTE) from effort / duration
  4. The SAP reference quote or project and WBS stored the reference project/WBS you selected to copy from. If you copy history from several WBS elements you can see what came from where in this column
  5. Variance to history column shows the historical sum of actual effort. Since effort = historical actuals x complexity, the complexity factor is the ratio between historical actuals and the new estimate
  6. The total cost is calculated based on the resource's rate multiplied by the effort. Since the rate is looked up in this application for the start date the total cost may be very different to the labor cost in SAP which uses an SAP rate valid when the historical labor was recorded.

Refer to this section for more information on how copied resources are added to existing resources in the labor list. If you modify the estimating method to "performance history (copy from actuals) in the actual table then while you still enter the "copied" effort manually, you must now select an SAP project and WBS to copy from and the variance to history is set to the effort input divided by complexity.

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