Estimate Wizard

The Estimate wizard receives a Microsoft Project plan's tasks into a JC job estimate. This wizard is available for users in a company if you select the JC Job Maintenance and JC Job Enquiry menu options.

Step 1 - Select plan name

Select the Microsoft Project plan from which to receive tasks into an estimate.

File name

Enter, or select from a list of recently used files, the name of the file (including the path name) to work with.

Browse

Click this button, or double click in the File name field to find the Microsoft Project file.

Click this button once you have selected the Microsoft Project file.

Cancel

Click this button to exit the Estimate wizard.

Step 2 - Select Greentree Desktop estimate to update

Delete existing estimate lines

Select this option to delete the existing lines of the selected estimate. Leave this deselected to append new lines to the selected estimate.

Customer

Enter the customer code of the job to select, or double click in the field to display a lookup table of customers to select from.

Job

Enter the job code of the estimate to select, or double click in the field to display a lookup table of jobs to select from. Only jobs belonging to the logged in user's profit centre group and the selected customer are available to be selected.

Estimate

Enter the code of the job estimate to select, or double click in the field to display a lookup table of estimates to select from.

Note: You can enter a new estimate code if you are creating a new estimate for the job.

Back

Click this button to go back to Step 1.

Click this button to proceed to the next step in the wizard.

Cancel

Click this button to exit the Estimate wizard.

Step 3 - Select estimate allocation

Employees

This determines how the tasks on the plan are to be received into the job estimate. Select one of these options:

Ignore employee details

The tasks are rolled up into one line per JC activity code, ignoring employee information.

Split estimate by employee

The tasks are rolled up by JC activity code within the employee code.

Split estimate by employee type

The tasks are rolled up by JC activity code within the employee type.

Dates

This determines which dates to use when updating the JC estimate. Select one of:

Copy plan start date to Greentree Desktop estimate date - The start date for each task on the plan is copied to the estimate line date.
Copy plan end date to Greentree Desktop estimate date - The end date for each task on the plan is copied to the estimate line date.

Amounts

This determines which set of tasks to update to the JC estimate. Select one of:

Current - The current details of the tasks on the plan is updated to the estimate.
Baseline - The baseline details of the tasks on the plan is updated to the estimate.

Ignore lines with invalid activity codes

Select this option if you want the process to update estimates with only tasks that have valid activity codes, ignoring those with invalid activity codes. If you don't select this option, the process displays an error message if an invalid activity code is encountered, and Greentree Desktop does not perform the update.

Back

Click this button to go back to step 2.

Click this button to proceed to the next step in the wizard.

Cancel

Click this button to exit the Estimate wizard.

The table of selected tasks displays so you can confirm they are correct to be updated to the selected job estimate.

Back

Click this button to go back a step in the wizard.

Finish

Click this button to run the process.

Cancel

Click this button to exit the Estimate wizard.

Note: You can enter the JC activity codes can be entered into the plan when viewing the table of tasks. For example, select View > Gantt Chart, then View > Table:Greentree Tasks.