Estimating template guidelinesDelete this sheet before submitting estimateStart with "the Costs number" provided in the Business Case during Phase 0 Project Costs as defined in the Business Case template instructions are:. any costs related to completing this project including: development costs,software costs, hardware costs, etc. as well as ongoing support costs.As a starting point, apportion the cost dollars across the Phases of the project. (Tops Down estimate)Further breakdown the phases of the project into a task/activity list for each phase.Estimate the effort & costs for the project against the task/activity list (see the "effort" tab)(Consider the following areas in estimating your software development (or upgrade) project :)Development Effort - (time*rate) by resource type, by project phase, by task/activityHardware CostsSoftware CostsNetworksOn-going support CostsAdmin costs (above typical overhead)For increased accuracy, re-estimate the project using a bottoms up approach and reconcile the major differencesbetween the Top down and the Bottoms up estimates.(Whenever possible seek an independent validation of theestimate before providing it to your Client.)Document the risks assessed and assumptions made that support the estimate.The various tabs in this workbook are intended as aids in estimating I.S. projects.Please note the various sample tables, and estimating checklists, used throughout the workbook are intended asguidelines or examples for potential tables to be used for individual projects. In many cases, experiencedProject Managers will have far more sophisticated tables that will better serve the project. These shoulddefinitely be substituted for the table in the workbook. Where the Project Manager does not have such an instrument,the workbook tables might serve as a base for what is needed for the project being estimated.The colors and markings in this workbook have the following meanings.Green Cells = Calculated NumbersGray Cells = numbers or fields to be supplied by template user.Project: Encompassing the totality of the undertaking.Other colors/patterns have no meaning other than formattingSee the estimating Workbook presentation for information on how to use the estimating tabs.Source: www.protrain-china.com

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Pre-estimate checklistPre-estimate checklist:Project ProcessYesNonot necessaryRequirementsAre the Project Requirements clearly documented and Understood?X(by both I.S. and the Client?)Is the criteria for meeting each requirement defined?XAre the Project Requirements Baselined (Under change control)?XIs there a "Client approved" plan for Requirements changes?XHas a Requirements Traceability Matrix been developed?XHave the requirements been validated against the business objectives?XHave you considered all of the processes that must be followed duringXthe project life cycle?Have you considered all of the interfaces that must be adhered to?XScopingHas a Statement of Work (SOW) been reviewed/approved by the ClientXHas the Statement of Work been reviewed by the virtualXteam partners?Has a Work Breakdown Structure (WBS) been reviewed by the ClientXHas the WBS been reviewed by the virtual team partners?XRiskHas a formal Risk Assessment been done?X(including probability, impacts, avoidance & recovery)Is there an approved Risk Management Plan?XWas a Client representative involved with the Risk Management Plan?XWere appropriate I.S. resources involved in the Risk Management Plan?XEnvironmentsIs the process for identifying, acquiring, establishing, and verifying theXenvironment understood and included in the plans for the project?Is the Development environment adequate to support the project?XIs the Operational environment adequate to support the project?XStaffAre appropriate staff available for the project?XAre the resources committed to participate in the required activities?XIs there a training plan to cover deficiencies?X

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Project AssumptionsReplace this sheet with a "Project Assumptions" sheet.ALWAYS include a complete description of the assumptions and dependencies thatsupport the estimate.AssumptionsEstimating usually involves making assumptions. It is important to record theseassumptions. As the project progresses, the estimating assumptions should bereviewed and revised. To whatever degree possible, the project's scope definitionshould be included in the assumptions.Assumptions can be recorded using a format similar to the following:AssumptionA description of the assumption.The part of the project to which this assumption applies. ForApplicabilityexample, the assumption may apply to the whole project, or to justa stage, such as Business Process Redesign.StatusIndicates whether the assumption is still valid.ResolutionDescribes the resolution of any issues highlighted by theassumption, if applicable.The estimating assumptions can be combined with scheduling assumptions.

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(1) Estimate summaryDepartment nameProject name/NumberProject Manager Name, PMDateEffort0.0Hardware0.0Software0.0NetWorks0.0On-going support0.0Admin costs not in overhead0.0Sub Total0.0Risk0.0Project Risk FactorChange0.0Project Change FactorTotal (includes Risk & Change)0.0

&C&"Arial,Bold Italic"&14Project Estimate Summary&R&6&F &D &T

(2) Effort Total "Effort estimate"0Project Name/Number ______________Project Manager __________Date __________Project Activity/Task ID (#)Project Activity/Task name/descriptionResource typeResource Quantity (by type) *rate per hourEffort hours requiredestimated effort cost (sub total)Remarks0.0Total0.0Resource typeestimatednot estimated *Resource type estimate checklist:IS Project TeamProject ManagerXProject LeaderXAnalystXProgrammerXTesterXDocumentationXThird Party Prime (e.g. EPIC, Origin, BaaN)XBaaN Core Program Interface PrimeXIntegration Partners CoreXIntegration Partner Non-CoreXIS Support FunctionsNew Product Introduction (NPI) PrimeXDBAXProcessing Services PrimeXDesktop PrimeXNetworking Services PrimeXVendor Management PrimeXDeployment PrimeXCaptive Office PrimeXFunctional Design ExpertXDetail Design ExpertXIS OtherConfiguration Management PrimeXClient ManagerXInternal AuditXQuality Assurance PrimeXProduct PrimeXProgram Office PrimeXRelease ManagerXClientClient PrimeXDEM PrimeXProcess PrimeXIndirectIndirect estimate checklist:Subject Matter Experts from Client OrganizationsXSubject Matter Experts from other IS depts.XEmployee Advisory CommitteesXClient Advisory CommitteeXVendor ManagementXUserid AdministrationData Standards ForumXData ManagementXArchitectureXCore Baan Program interface organizationXIntegration TestingXItemestimatednot estimated *Project support estimate checklist:Database AdministrationXResource ManagementXVerification and ValidationXConfiguration ManagementXQuality Assurance/FacilitationXElectronic Data InterchangeXNew Product IntroductionXProduct ManagementXCore Baan Program InterfacesXNetworking and ComputingXProcessing ServicesXFinanceXApplication Modifications - vendorXThird Party Suppliers(e.g. EPIC, Baan, Origin)XIS Skills DevelopmentX3rd party warranty support vs contracted support.Xcomputer operations supportXoutsourced supportXLevel-1/Level-2 supportX

(3) HardwareTotal "Hardware Cost estimate"0Sample tableServer Hardware Price per unitQuantityTotalSupporting informationfor development0.0for test0.0for training0.0for production0.0Total (Server)0.0Desktop Hardware Price per unitQuantityTotalSupporting informationfor development0.0for test0.0for training0.0for production0.0Total (Server)0.00.0Hardware estimate checklist:Itemestimatednot estimated *Cpu HardwareXServersXModemXExtraordinary power supplyXneedsBackup SystemsXDisaster Recovery SystemsXAdditional MemoryXProcessing ServicesXDisk StorageXTape BackupXUPSXSwitching devicesXRoutersXRacksXLocal taxesXshipping, handling(delivery)XinstallationX

(4) SoftwareTotal "Software Cost estimate"0.0Sample tableServer Software Price per unitQuantityTotalSupporting informationfor development0.0for test0.0for training0.0for production0.0Total (Server)0.0Desktop Software Price per unitQuantityTotalSupporting informationfor development0.0for test0.0for training0.0for production0.0Total (Server)0.00.0Software estimate checklist:Itemestimatednot estimated *Application LicensesXSecurity (Nortel.Access)XRDBMS LicencesXProject specific Software toolsXApplication Mods - vendorXAny costs that this project must bearXto decommission Legacy SystemsArchivingXCommunication SW (e.g. MQ Series)XUserid AdministrationXalso include:XThe number of licensesXAny installation costsXS&H costsXsupport costsX

(5) Network HW-SWTotal "Network Cost estimate"0.0Server Network needs Price per unitQuantityTotalSupporting informationfor development0.0for test0.0for training0.0for production0.0Total (Server)0.0Desktop Network needs Price per unitQuantityTotalSupporting informationfor development0.0for test0.0for training0.0for production0.0Total (Server)0.00.0Network estimate checklist:Itemestimatednot estimated *LANXWANXRoutersXDial-up LinesXDedicated linesXSatelliteXPortsXPhonesXControllersXSwitchesXSW licensesXSetting up Access (e.g. Secure ID)XOther security Firewall, etc.XProcessing Services(estimate 15-20% of the hardware costs per annum)X

(6) On-Going SupportTotal "On-going support estimate"0.0On-Going support items0Supporting informationDisaster RecoveryDepreciation costs0.0"On-going" support estimate checklist:Itemestimatednot estimated *Level-1/L-2 support (Level of service - Platinum, Gold, Silver, Bronze)New user setupXPassword/User ID restoresXArchiving of dataXEmergency RecoveryXData integrity issuesXRegular Job schedulingXAd-hoc production job scheduling requestsXReport generation & EliminationXProcedures ClarificationXTicket Status UpdatesXScheduled maintenanceXRecovery from failed jobXInformation flow monitoringXStandard Backups (non-Mac or PC)XSystem Availability Monitoring & CorrectionXSystem RecoveryXDisk space management (non-Mac or PC)XBasis Security Services and PrecautionsXRoot Cause AnalysisXProblem ResolutionXLiason with DBA, Networks, Local I/SXPatch MaintenanceXTime Zone CoverageXMultiple Site SupportXClient - Support CommunicationXSite to Site CommunicationXLevel - 3 Support (above items plus):Bug fixesXTest Environment CostsXPre-Implementation Support:Product Support during SIT/BIT/NIT TestingXRelease Strategy Support:Bug and EnhancementsXImplementationXCustomizationX"On-going" support estimate checklist: (cont'd)Itemestimatednot estimated *GES Renderings:Job schedulingXScheduled maintenanceXStandard Backups (non-Mac or PC)XSystem Availability Monitoring & CorrectionXOS Patch MaintenanceXDBA:Back-upXScheduled maintenanceXDB Availability Monitoring & CorrectionXDB Patch MaintenanceXNetwork management:Back-upXScheduled maintenanceXNW Availability Monitoring & CorrectionXNW Patch MaintenanceXHardware, Storage (DASD), etc. (requirements for near & long-term)Lease PenaltiesDisaster RecoveryDepreciation costs

(7) Admin costs not in overheadTotal estimate for0.0Admin costs not in overheadSample tableAdmin itemsSupporting informationTravelFacilities(real estate)etc.0.0"Admin costs not in Overhead" estimate checklist:Itemestimatednot estimated *ConferencesXInternal or externalXFace to Face meetingsXAudio/Video teleconferencesXInternal AuditXQuality Assuranceextraordinary CommunicationsXPrinting (e.g. manuals, training material)XProject Website development and maintenanceXUse of Learning InstituteXAdministration supportXMarketingXElectrical workXnetwork connectionsXlightingXfurnitureXspecial Air conditioningXTeam recognition/celebrationX

Risk & ChangeReplace this page with your project risk chartThe following is provided as a basic template that may be used in theanalysis and documentation of project risks:Probability of OccurrenceImpactPlanned ActionRisk numberActivity/Requirementlowmediumhighlowmediumhighno actiontype of actionRisk weight *

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