Working with Efforts and Dates

You can compute completion dates for tasks based on duration or effort estimates.

Select a project and navigate to the Roadmap page (Project #) > Roadmap.
Select an activity.
Select > Edit > Efforts/Dates. The efforts and dates for the activity are displayed.
Click the Edit button next to Plan Effort Type. Select a Planned Effort Type (PET) from the drop down menu choices.
Click the Edit button next to Actual Effort Type. Select the appropriate Actual Effort Type (AET) from the drop-down menu choices.
Select if you want to include plan effort in project budget. If this flag is set to Yes, then this activity's costs will roll up to the project budget.
Enter the appropriate Baseline, Plan, Actual and Remaining Effort. Based on the Planned Effort Type (PET), and Actual Effort Type (AET) you have selected, different effort fields are enabled for data entry. For example, if the AET is set to Effort from Timesheets, then the actual effort flows through from approved timesheets.
Enter the start date, completion data and duration for the Baseline, Plan and Actual data types.
Click the Save button to make the necessary changes.
Note: If the AET is changed from Duration to Timesheet, then the data received from all approved timesheets for this activity is used to populate the activities within the roadmap and all resource and finance tables. If the PET is changed from Duration to Effort at Activity Level, then based on the data at the activity level the duration is calculated and the effort is distributed among the resources. If the PET is changed from Effort at Resource Level (Detail) to Effort at Resource Level (Summary), the weekly effort/cost data provided by user may be lost.
For more information on using fractional duration/effort, see topic Using Fractional Duration.

Working with Efforts and Dates

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