13 August 2019

How to use Estimatess.io: working with projects.

Any brilliant idea starts with a simple project. And any project starts with estimation and analysis: 

  • How much would it cost?
  • What needs to be done?
  • What technologies should be used? 
  • What kind of people should be involved? 

Projects estimation is important, but shouldn't be a challenge. So, how does projects estimation happens in Estimatess.io? 

Step 1: Files

Start with gathering information and shaping the idea in some specification file, or better wireframes/designs. Remember, more information you have, less uncertainty you'd have associated with the project -> thus, lower error factor. We wrote earlier about the importance of the wireframes or designs for web project estimation: How vital are the wireframes or designed UI files for a good project development estimate?

Step 2: Create

Once gathered the initial information for the estimation - feel free to create a project, by going to the Projects section and clicking "+". 

  • Give it a title.
  • Chose the type for your project: either a fixed budget project or an hourly-based work. 
  • State your allowed budget or a minimum amount of hours. This will help you further analyze the costs. 
  • Assign your project estimation to a team or specific members of your team.
  • Do not forget to select the Technical stack for your project, because its knowledge base will be used for the estimation. 
  • Upload your files. 

That's just a beginning. Moving on...

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Step 3: Breakdown work

The next step of the estimation is the work breakdown. This is how a review of the specification file looks like. Imagining you have a simple website development project with rough idea description. By reviewing it and adding work breakdown you can come up with the estimate fast enough, without extra excel spreadsheets, poorly formatted documents or ad-hoc notes. 

Step 4: Analysis

On the analytics tab, you now have the basic estimate for further work. You can:

  1. Add more work types, risks or extra costs foreseen for this project;
  2. Assign teammates and see how the estimate gets adjusted by performance coefficient;
  3. Calculate project costs based on development rates;
  4. Compare allowed budget and estimated costs. 

Step 5: Share

Now you're just one click away from sharing this estimate with your client(s), the management board or other interested stakeholders. By clicking "share" button it's possible to create an online link (password protected, if needed) to present a nicely-formatted analysis. 

That's how it works. No pain and a lot of gain ;)

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