What is a task estimate
A task estimate in Everhour is the amount of time you believe to spend on a task. In the result, at any time you see the time you spend and see what is left.
Additionally, setting a task estimate teaches you to estimate your work to give a client or a colleague more realistic timeline of when the job will be completed.
We display individual task estimates to the whole team (except members with limited access), and everybody could add or edit their and colleagues’ estimate for a more transparent work.
Types of estimates
We have two types of estimates: total to a task and individual to a member.
A total estimate applies to the whole task time and works as the deadline for the teamwork. This is handy to use a total estimate if you have a big task and don’t care about individual performance, but want a team to stick to a deadline. The time of everybody into a task with a total estimate is counted as progress. A member with limited access can see this type of estimate.
An individual estimate can be used if this is important that every person performs their part of work in a timely manner. For example, when you see notice there is overtime of 20 hours, you can dive into details to figure out that a developer spends more than 10 hours planned, while designers did their job within the given estimate, so the bottleneck lies in a particular area.
How to see an estimate in reports
An estimate can be found in any report when you add such columns as Estimate, Progress, Remaining, Overtime.
As estimates are created for tasks only, we advise to include a task column into your reports. Individual estimates display when you add a column to show a member name.
If you use estimates with a project column, we sum the task estimates to show a total for a project.
There may be a situation when you estimate some of your tasks when other are not estimated. A task can have a total estimate, and another task has an individual estimate. There is no filter to limit a report to show only estimated tasks, this is why we would like you to know how we create a report with and without an estimate, and with two types of estimates.
In case you have tasks with and without an estimate in your report, we display the reported time as a calculated estimate. This is not good if there are 2 tasks with 20 hours reported, one has 10h as an estimate, Progress shows 20 spent/10 estimated. Instead, we show it as 20 spent and 10 estimated.
In case you have tasks with total estimates and includes the Member column, we calculate the estimate by the following formula: user_estimate = user_total_time / task_total_time * task_overall_estimate. It is used to show value for Progress, Remaining, and Overtime.
What else you should know
- An estimate is not tied to any specific period, as its main aim to work with tasks that should be done and closed. It means that by adding 10h as an estimate, this is not for this week or next month, but the time in general to complete the task.
- Limited members do not see individual estimates and they could change only their individual estimate.
- If you estimate tasks that have no time reported yet, you should use the period in reports as Everything in order to see such tasks. This is so, because, as mentioned before, an estimate has no period.