How Planning Calculates ETC

Estimate-to-completion (ETC) amounts are estimates of the total additional cost or hours, beyond the actual cost or hours, that are required to complete the work. The ETC is calculated based on the application, Vision or Navigator, in which the plan was created.

For example, if the plan was created in Vision, the ETC for labor, expenses, and consultants applies the Vision calculation. Likewise, if the plan was created in Navigator, the ETC for labor, expenses, and consultants applies the Navigator calculation. It also considers the ETC/JTD Date Basis setting on the ETC & JTD Date Basis dialog box on the Planning Options menu in Vision. Navigator uses Today's Date for the ETC/JTD Date Basis. This setting determines the date after which the planned amounts are summed. For example, when set to Today's Date, the ETC amount is the sum of all planned amounts dated tomorrow and beyond.

If you convert a plan from one application to the other, the ETC calculation is converted as well.

Plans managed in Vision calculate ETC as the sum of all planned labor, expense, or consultant numbers, at billing or cost, whose dates are greater than the selected date basis (Today's Date, Period End Date, Specific Date) through the end of the plan.

Plans managed in Navigator calculate ETC as follows:

• Labor — The planned labor amount required from the selected date basis through the end of the plan to complete the project, phase, or task. This is the same as the Vision calculation for ETC Labor.
• Expenses — The sum of the estimate-to-complete as calculated by Navigator for expenses. When the planned amount is less than the JTD, the ETC is zero. However, when the planned amount is greater than or equal to the JTD, the ETC is calculated as the planned amount minus the JTD.
• Consultants — The estimate-to-complete as calculated by Navigator for consultants. This amount is summed to higher levels of the WBS. When the planned amount is less than the JTD, the ETC is zero. However, when the planned amount is greater than or equal to the JTD, the ETC is calculated as the planned amount minus the JTD.