IN THIS ARTICLE

Schedule is the estimated duration and resource count required to deliver the active scope of a phase. Estii automatically calculates a best-fit schedule, and allows you to adjust it to align with commercial needs.

CONTENTS

Basics

The Schedule page contains the estimated duration and resourcing required to deliver a phase. To view the schedule for a phase, navigate to Deal > Phase > Schedule

The resource schedule provides a visualisation of all the roles required to deliver the current scope within the target duration. It is split into two parts:

• Overheads - as per the allocations defined on the overheads page
• Resource plan - all the roles and resources required to deliver the in-scope estimates

<aside> ⚠️ The same role can appear in both the overheads and the resource plan

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Schedule view

Each role contains a schedule plan based on the number of resources required to deliver the effort, as well as a summary of the total days, rate and value.

Best-fit schedule

Estii automatically calculates a best-fit schedule based on the number of resources required to deliver the current scope. It picks the duration with the most optimal allocation of resources (the least gaps) based on the current settings.

Each time you modify the scope, Estii recalculates the schedules to determine a new best-fit, unless you have specified a custom duration, in which case it will select the closest match.

Schedule scale

The scale of the schedule changes dynamically based on the total duration, highlighting the first day of week, week of month, etc, so that you can see when the scale changes.