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Capital Project Management / Project Management/ Plan

Capital Project Management / Commissioning / Design

Estimate Design Costs

To estimate design costs, you first enter or edit these costs for each action item within a project. The program then rolls up all of your action costs for the entire project.

For information on adding costs to actions, see Adding and Editing Actions.

You can estimate design costs from the Management or Commissioning Consoles or from the Process Navigator task. The procedure describes how to access the view in both these ways.

To estimate design costs for a project:

1. Do one of the following:
• To work from the console, select the Plan/Management Console -Plan task (using the Project Management application), or the Design/Commissioning Console: Design Phase task (using the Commissioning application). The Management Console or Commissioning Console appears. Select a project, and then select the Estimate Action Costs tab.
• Select the Plan/Estimate Design Costs task in the Process Navigator (using the Project Management activity), or the Design/Update Commissioning Plan task (using the Commissioning application). If needed, in the Filter console, set a restriction to limit the projects shown in the Select Projects list. Click Show. Select the project in the Select Project panel.

  The Total Design Costs for Project panel shows all the actions for the selected project.

2. To adjust costs:
1. In the Adjust Costs panel, click Adjust for the action whose costs you want to change.

   The Edit Estimated Costs for Action Items dialog appears.

2. Enter or modify values in the Cost-Est. Baseline (Cap.) and Cost-Est. Baseline (Exp.) fields, and click Save.
3. To export the data to Excel, click XLS.
4. To generate a paginated report of the action item costs, click DOC.