Set up custom hourly time estimates for your Projects or Tasks and monitor actual hours vs the estimate. Essentially this provides a budget of time for your projects. When paired with "Alerts", you can trigger emails to relevant users based on hours tracked.

Project Time Estimates is a Starter plan feature. Estimates can be set on the Project Edit page. To access the edit page for a specific project you must first locate the project using the filters available on the Projects page. Once you find the project you need simply click on it.

On the Project page, you will see the "Edit Project" button at the top right-hand corner. Click on that and the edit popup will appear.

On the popup, you have the option to add estimated hours for your project or turn on task-based estimates by moving the slider to the right and clicking "Save".

Task-based Estimation

If you use the Task feature you can set a Task-based Estimate:

  • Locate the project you'd like to set the estimate for on the Projects page.
  • Open up Project and click "Edit Project" at the top right-hand corner
  • Move the slider next to task-based estimate to the right so it is green.
  • Click "Save"

At this point, you either need to have existing Tasks for that project or create a new task. To create a new task click the "Tasks" tab at the top of the page and then click "+ Add Task".


You will then be prompted to give your task a name. Type the name into the popup and click "Save".


To add estimates to your tasks, click on the text box under "Progress" - it will say "Edit Estimate" when you hover over it. You can then type the number of hours in. Once you click outside the "Progress" field you will see the estimate as below:

Manual Estimation

To set a manual estimation:

  • Locate the project you'd like to set the estimate for on the Projects page.
  • Open up Project and click "Edit Project" at the top right-hand corner
  • Type your estimate of hours into the "Estimate (h)" field
  • Click "Save"

You will now see the remaining hours on the right under "Project Overview".

Tracking progress of your projects:

  • The overall number of tracked hours per Project can be viewed in the Status column on the Projects page.
  • If you’ve set Project Time Estimates, you can also view the status of your progress.
  • Project Time Estimates lets you view whether you’re over on hours or on-target based on the estimate you set.
  • If you’ve exceeded the time estimate, the actual time tracked will turn red.


Please note that these hours are only displayed in whole numbers as a reference point. To see exact time logged, please go to Reports.

To see the progress of your Project as a whole, including Tasks, click the pie chart to open the Project Dashboard.


TIP:

Use Alerts to make following Project Time Estimates easier to keep track of.

Need more help with Project Time Estimates? Do reach out to our support team via chat, or email.

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