Previous Estimate Date

When you change an existing estimate date, this is saved as the previous estimate date before the new estimate date takes effect.

When you run progress evaluations between planned periods, such as in the middle of a month, you can use the following columns to view your progress:

  • Allocated Current Period
  • Allocated Current Amount Period
Note: These columns are not available by default. You must first add them as Available Columns, then select them for use through the Column Chooser.

Once you have selected these columns to display and have run a progress evaluation, the Progress Evaluation Assistant updates them as so:

  • The Allocated Current Period column is updated with the bookings between the Previous Estimate Date and the Estimate Date.
  • The Allocated Current Amount column is updated with the planned hours between the Previous Estimate Date and the Estimate Date.
Note: These fields display values only if a progress evaluation has been completed before the current one.

These columns function similarly to the Allocated and Allocated Amount columns, except they exclusively sum up all totals between the Last Estimate Date and the Estimate Date.