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Planview Customer Success Center

Task Estimates & Schedules

Labor Estimates & Schedules (Task Time Screen)

The task Schedule tab is where you estimate hours and schedule resources to tasks. You can make task time (hours) and financial estimates, if desired. Resources can be scheduled without a role if role-based cost and revenue estimates are not required. See Creating Task Time Estimates.

When roles are not used, the result is an estimate for total task hours, and a schedule for each resource's hours on the task.

When roles are used, you get estimated cost and revenue values in addition to the total estimated hours and resource scheduled hours. In order to schedule a resource to a role on a task, the resource must be allocated to that role on the project. See Creating Material Expense Estimates

Material Expense Estimates

The task Expenses tab is where you estimate the material expense amounts for your tasks. In order for resources to track actual expenses, you must have an existing expense estimate. However, the estimate can be for zero dollars.