PMO-04.03.07 Phase 04: Planning

DURATION ESTIMATING WORKSHEET

ورقة عمل تقدير المدة

tasleemat asset PMO-04.03.07 template --lang en

Deliverable Summary & Governance Boundaries

Lifecycle Phase Alignment

Phase 04: Planning

Sizing Tier Requirements

Validation Contract

This deliverable conforms to a strict companion Draft 2020-12 JSON Schema for automated structural and semantic validation.

tasleemat validate PMO-04.03.07 ./completed_data.json

Template Markdown (Bilingual)

<!-- LLM INSTRUCTIONS: Fill in the [ Add details... ] placeholders based on project context.

Section Instructions:
- Parametric Estimates: Provide comprehensive project data for all required fields in this section.
- Analogous Estimates: Provide comprehensive project data for all required fields in this section.
- Three-Point Estimates (Beta Distribution): Provide comprehensive project data for all required fields in this section.
- Aggregated Schedule Reserves: Provide comprehensive project data for all required fields in this section.
-->

<h3 align="right">{{Company_Name}}</h3>
<h2 align="right">{{Project_Name}} - {{Project_ID}}</h2>
<h1 align="center">DURATION ESTIMATING WORKSHEET</h1>

| **Date Prepared:** {{Current_Date}} | **Project Manager:** {{Project_Manager_Name}} | **Prepared By:** {{Prepared_By}} |
| :--- | :--- | :--- |

---

## 1. Parametric Estimates

**Parametric Activity and Unit Metric:**
[ Add details... ]

**Quantity and Resource Factor:**
[ Add details... ]

**Parametric Duration Result:**
[ Add details... ]

---

## 2. Analogous Estimates

**Historical Reference Activity:**
[ Add details... ]

**Historical Duration and Complexity Scaling:**
[ Add details... ]

**Analogous Duration Result:**
[ Add details... ]

---

## 3. Three-Point Estimates (Beta Distribution)

**Optimistic, Most Likely, and Pessimistic Durations:**
[ Add details... ]

**Beta Calculated Expected Duration (tE):**
[ Add details... ]

**Standard Deviation and Variance:**
[ Add details... ]

---

## 4. Aggregated Schedule Reserves

**Total Calculated Schedule Buffer:**
[ Add details... ]

**Worksheet Reconciliation and Approval:**
[ Add details... ]

---

### Sign-off and Approvals

| Role | Name | Signature | Date |
| :--- | :--- | :---: | :---: |
| **Lead Estimator / Technical Lead** | {{Estimator_Name}} | _______________________ | [ .... - .... - .... ] |
| **Project Planner / Scheduler** | {{Scheduler_Name}} | _______________________ | [ .... - .... - .... ] |
| **Project Manager** | {{Project_Manager_Name}} | _______________________ | [ .... - .... - .... ] |
---

<div align="right" style="margin-top: 20px; font-size: 12px; color: #7f8c8d;">
  <span>Electronic Audit Trail: Hash SHA256: {{Audit_Trail_SHA256_Hash}}</span> <br>
  <strong>Template:</strong> DURATION ESTIMATING WORKSHEET | <strong>Ref:</strong> PMO-04.03.07 <br>
  <i>Generated on: {{Current_Timestamp}}, by <a href="https://github.com/fakhruldeen/Tasleemat/" style="color: #7f8c8d;">Tasleemat</a></i>
</div>

User Guide & Practitioner Instructions

Tasleemat Forms Guide

Project Artifact: Duration Estimating Worksheet

Document Reference: PMO-04.03.07

This document provides a comprehensive, professional reference to understand the purpose and effective usage of the Duration Estimating Worksheet in alignment with the Tasleemat framework.

1. What?

A structured computational artifact documenting formulas, inputs, assumptions, and statistical variance for schedule durations.

2. Why?

Ensures estimating rigor, documents mathematical basis of estimates, and quantifies duration uncertainty.

3. When?

Utilized during schedule planning when calculating detailed duration models.

4. Who?

Authored by Project Scheduler and Technical Leads, audited by Project Manager.

Tailoring Tips

Focus on statistical three-point distributions for novel software research components.
Emphasize unit-rate parametric tables for repetitive engineering and construction installations.

Alignment & Dependencies

1. Pre-requisites & Inputs (Upstream Dependencies)

Mandatory:
- Work Breakdown Structure / WBS (PMO-04.02.06)
- Scope Statement (PMO-04.02.05)
Optional / Contextual:
- Resource Requirements (PMO-04.06.02)
- Risk Register (PMO-04.08.02)

2. Downstream Dependents

Mandatory:
- Project Schedule Baseline (PMO-04.03.08)
- Earned Value Analysis / EVA (PMO-06.05)
Optional / Contextual:
- Release Plan (PMO-04.03.09)
- Lookahead Planning Log (PMO-04.03.10)

5. How?

To accurately and professionally complete the Duration Estimating Worksheet, the responsible party must populate the following critical sections based on the project context (ensure parameters.md is referenced for global project variables):

Parametric Activity and Unit Metric: The activity name and specific unit metric rate used for parametric calculation (e.g., hours per unit).
Quantity and Resource Factor: Total quantity of work units and resource efficiency factor applied.
Parametric Duration Result: Calculated duration derived from the mathematical parametric formula.
Historical Reference Activity: Past project activity used as a baseline benchmark for historical comparison.
Historical Duration and Complexity Scaling: Duration of past activity and scaling factor applied for project scope differences.
Analogous Duration Result: Final duration outcome determined through analogous comparison.
Optimistic, Most Likely, and Pessimistic Durations: The recorded optimistic (tO), most likely (tM), and pessimistic (tP) estimates.
Beta Calculated Expected Duration (tE): Calculated expected duration using the PERT beta distribution formula (tO + 4tM + tP) / 6.
Standard Deviation and Variance: Calculated standard deviation (tP - tO) / 6 assessing estimating risk and variance.
Total Calculated Schedule Buffer: Consolidated sum of duration contingency buffers across all estimated activities.
Worksheet Reconciliation and Approval: Formal review confirming no duplicate activity estimations across methods.

6. Reference Example

A fully completed, gold-standard reference example illustrating this artifact in practice is available:

📖 Completed Example: 04_03_07_Duration_Estimating_Worksheet_Example.md

LLM Generation Prompt & Agent Instructions

Duration Estimating Worksheet - Generation Prompt

System Instructions: This document contains instructions for generating the «Duration Estimating Worksheet». When asked to fill this template, follow the section-by-section instructions below. Refer to parameters.md for project variables.

Context and Definition: A detailed analytical worksheet used to derive activity duration estimates using parametric, analogous, and three-point (PERT) methodologies.

Alignment & Dependencies: * Pre-requisites (Inputs): * Mandatory: Work Breakdown Structure / WBS (PMO-04.02.06), Scope Statement (PMO-04.02.05) * Optional: Resource Requirements (PMO-04.06.02), Risk Register (PMO-04.08.02) * Downstream Dependents: * Mandatory: Project Schedule Baseline (PMO-04.03.08), Earned Value Analysis / EVA (PMO-06.05) * Optional: Release Plan (PMO-04.03.09), Lookahead Planning Log (PMO-04.03.10)

Parametric Estimates

Parametric Activity and Unit Metric

Instruction: The activity name and specific unit metric rate used for parametric calculation (e.g., hours per unit).