PMO-04.04.03 Phase 04: Planning

COST ESTIMATING WORKSHEET

ورقة عمل تقدير التكلفة

tasleemat asset PMO-04.04.03 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-04.04.03 ./completed_data.json

Template Markdown (Bilingual)

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

Section Instructions:
- Labor and Staffing Cost Calculations: Provide comprehensive project data for all required fields in this section.
- Material and Equipment Cost Calculations: Provide comprehensive project data for all required fields in this section.
- Subcontractor and Vendor Cost Calculations: Provide comprehensive project data for all required fields in this section.
- Consolidated Cost Estimate Reconciliation: 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">COST ESTIMATING WORKSHEET</h1>

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

---

## 1. Labor and Staffing Cost Calculations

**Role Title and Headcount:**
[ Add details... ]

**Hours Allocation and Hourly Rate:**
[ Add details... ]

**Total Calculated Labor Cost:**
[ Add details... ]

---

## 2. Material and Equipment Cost Calculations

**Material or Equipment Item Description:**
[ Add details... ]

**Unit Quantity and Unit Purchase Price:**
[ Add details... ]

**Total Calculated Materials Cost:**
[ Add details... ]

---

## 3. Subcontractor and Vendor Cost Calculations

**Contracted Service or Work Package:**
[ Add details... ]

**Vendor Pricing Model and Contract Sum:**
[ Add details... ]

---

## 4. Consolidated Cost Estimate Reconciliation

**Grand Total Base Estimate:**
[ Add details... ]

**Worksheet Verification and Audit Sign-off:**
[ Add details... ]

---

### Sign-off and Approvals

| Role | Name | Signature | Date |
| :--- | :--- | :---: | :---: |
| **Cost Estimator** | {{Cost_Estimator_Name}} | _______________________ | [ .... - .... - .... ] |
| **Project Manager** | {{Project_Manager_Name}} | _______________________ | [ .... - .... - .... ] |
| **Finance Controller** | {{Finance_Controller_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> COST ESTIMATING WORKSHEET | <strong>Ref:</strong> PMO-04.04.03 <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: Cost Estimating Worksheet

Document Reference: PMO-04.04.03

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

1. What?

A computational artifact detailing line-by-line financial calculations across labor, hardware, software, and outside services.

2. Why?

Provides mathematical transparency and defensible audit trails for all budgeted funds.

3. When?

Utilized during cost planning to aggregate bottom-up work package expenses.

4. Who?

Authored by Cost Estimator and Technical Leads, audited by Project Manager.

Tailoring Tips

Simplify for agile teams into sprint velocity capacity burn calculations.
Provide full Bill of Quantities (BOQ) line items for heavy civil and infrastructure works.

Alignment & Dependencies

1. Pre-requisites & Inputs (Upstream Dependencies)

Mandatory:
- Work Breakdown Structure / WBS (PMO-04.02.06)
- Project Schedule (PMO-04.03.08)
- Resource Requirements (PMO-04.06.02)
Optional / Contextual:
- Risk Register (PMO-04.08.02)
- Procurement Strategy (PMO-04.09.02)

2. Downstream Dependents

Mandatory:
- Cost Baseline (PMO-04.04.04)
- Earned Value Analysis / EVA (PMO-06.05)
- Variance Analysis (PMO-06.04)
Optional / Contextual:
- Cost Estimating Worksheet (PMO-04.04.03)
- Procurement Budget Plan (PMO-04.09.01)

5. How?

To accurately and professionally complete the Cost 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):

Role Title and Headcount: Specific resource role, staffing level, and number of full-time equivalents (FTE).
Hours Allocation and Hourly Rate: Total planned working hours and authorized standard or contracted hourly billing rate.
Total Calculated Labor Cost: Subtotal labor expenditure calculated from hours multiplied by hourly rate.
Material or Equipment Item Description: Detailed description of physical supplies, hardware, server infrastructure, or licenses.
Unit Quantity and Unit Purchase Price: Required quantity and current quoted unit price per item.
Total Calculated Materials Cost: Subtotal materials expenditure calculated from quantity multiplied by unit price.
Contracted Service or Work Package: External vendor scope of work, milestone deliverables, or consulting package.
Vendor Pricing Model and Contract Sum: Fixed price, time-and-materials rate, or contracted service sum.
Grand Total Base Estimate: Sum of all labor, materials, equipment, and subcontractor cost line items.
Worksheet Verification and Audit Sign-off: Formal reconciliation verifying math accuracy and absence of duplicated cost items.

6. Reference Example

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

📖 Completed Example: 04_04_03_Cost_Estimating_Worksheet_Example.md

LLM Generation Prompt & Agent Instructions

Cost Estimating Worksheet - Generation Prompt

System Instructions: This document contains instructions for generating the «Cost 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 bottom-up estimating worksheet providing line-item financial calculations for staffing, materials, tools, and vendor contracts.

Alignment & Dependencies: * Pre-requisites (Inputs): * Mandatory: Work Breakdown Structure / WBS (PMO-04.02.06), Project Schedule (PMO-04.03.08), Resource Requirements (PMO-04.06.02) * Optional: Risk Register (PMO-04.08.02), Procurement Strategy (PMO-04.09.02) * Downstream Dependents: * Mandatory: Cost Baseline (PMO-04.04.04), Earned Value Analysis / EVA (PMO-06.05), Variance Analysis (PMO-06.04) * Optional: Cost Estimating Worksheet (PMO-04.04.03), Procurement Budget Plan (PMO-04.09.01)