Estimate Methods

john

Dec 4. 2009. 4:37 pm

I'm evaluating AC for my company and in the absence of an Estimates feature, I was wondering if anyone could give me some guidance as to how one could use the existing features to gather the necessary to information / reports to create an estimate. This is probably the only missing piece keeping my boss from switching over to AC. Thanks!

Ilija Studen Staff

Dec 5. 2009. 8:25 am

#2

Hi John,

Thank you for considering to swhich to activeCollab and we are glad to hear that you like it. Before answering, can you clarify what you mean by estimate: estimate that will be converted to the invoice if accepted by the client or estimated time for each individual task?

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john

Dec 7. 2009. 8:03 am

#3

Well, a bit of both would be nice – if we could estimate the amount of time that each task will take, and then calculate an estimated cost of the project from that, which could be approved by the client and later converted to an invoice. That plus the option to simply create an estimate with a project price that we can specify, not being linked to project time, would be pretty complete.

Ilija Studen Staff

Dec 7. 2009. 8:49 am

#4

Hi John,

Thank you for clarifying. activeCollab currently does not have dedicated system for tracking time estimates, but you can include that information in task text, for the reference.

System currently supports creation of draft, pro-forma invoices, that can be used as estimates. Until invoice has been issued or canceled, it is in pro-forma state and it will be clearly outlined in PDF that system generates. Such file you can send to the client as an estimate.

Thank you for your interest in activeCollab. Please let us know if you have further questions.

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Nirav M. Dev

Dec 9. 2009. 7:28 am

#5

Planning module for activeCollab allows you to add time estimates for tasks / tickets / milestones etc. It also shows you the totals upto each milestone.

You can combine this with activeCollab's invoicing module to address your needs.

:Nirav

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trojancjs

Feb 26. 2010. 2:58 am

#6

Nirav,

Does your Reporting module include any reports that let you see time estimates vs. time spent at a task, ticket, or milestone level?

- Chris

Nirav M. Dev

Feb 26. 2010. 6:16 am

#7

Hi Chris,

Reports module allows seeing cumulative graph of estimated vs actual time for each project over a period of time. It does not show it for tickets / tasks / milestones individually. The Planning module shows estimated vs actual time for individual tickets / tasks / milestones (if you opt to show the actual time from the settings menu in Planning module).

Essentially: Reports are project / client level. Planning module is item level.

:Nirav

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