Project Estimation
Project-based organizations often manage financial estimates in scattered spreadsheets and emails, making it hard for managers and stakeholders to understand how projects perform over time. Our Project Estimation solution centralizes project planning in a monthly rolling process integrated with budget and forecasting, giving project managers the operational detail they need and finance teams a consistent, transparent view of each project's financial performance.
Designed for how you work
Rolling project control
The solution enables a monthly rolling process with a planning horizon of up to 36 months. An automated roll-forward calendar seamlessly advances the process to the next period, while all data is archived nightly. This approach makes it simple to track project performance over time, revisit earlier estimates, and compare how each project evolves from one period to the next.
Project manager view
The startup view offers a clear project overview, displaying current key information along with changes since the last estimate. It can be organized into categories such as construction projects, service orders, and service agreements. Project managers can apply filters by organization, project manager, customer, and workflow state. These filter preferences are saved to their profile, ensuring they automatically return to their own projects each time they log in.
Flexible estimation
The detailed estimation screen features a customizable line‑item structure, typically divided into income, materials, hours, and miscellaneous items such as warranties and project risk. Project managers can create estimates for the main project or for sub‑projects and work orders, choose between estimating total amounts or only the remaining portion, add comments and attachments, and allocate remaining amounts across future months using distribution keys tailored to each line‑item type.
Hour‑driven accuracy
The dedicated hours planning module allows users to schedule hours by employee or category, on a weekly or monthly basis, with full visibility into historical hours already posted or registered. Input can be provided in hours, headcount, or workdays, while hourly costs can be entered directly or imported from the organization’s budget and forecast. The total calculated cost can then be imported back into the project line‑items, serving as a robust quality check for project estimates.
Integrated with reality
Actuals are imported daily from the customer’s source systems and split between total actuals and amounts posted in the current accounting period, ensuring project managers always have the latest ledger postings and invoices. A streamlined workflow moves each project through states such as 'New', 'Never Estimated', 'Not Estimated', 'Started', and 'Estimated'. When new versions are deployed, data flows seamlessly to the Profitbase Financial Planning & Analysis solution. Contributors can reload project estimation data at any time within their area of responsibility.
Feature overview
Support a monthly rolling process with up to 36 months horizon.
Archive project data nightly to enable backtracking and comparison.
Start from a project overview showing status and changes since last estimate.
Split projects into categories like construction, service orders, and service agreements.
Filter projects by organization, project manager, customer, or workflow state.
Store filter selections in each user profile for faster access.
Use customizable line‑item dimensions for income, material, hours, and miscellaneous items.
Estimate on main project, sub‑project, or work order as needed.
Choose between estimating total amounts or only remaining amounts.
Add rich‑text comments and attachments directly on projects.
Distribute remaining amounts over future months using distribution keys.
Drill from reports to ledger details and invoice scans for full transparency.
Monitor gross margin, produced value, and invoiced value over time.
Plan hours per employee or category with weekly or monthly views.
Import hourly costs from budget and forecast to ensure consistent rates.
Import calculated hours cost back to project estimates as quality assurance
See how Hypergene can support your organization
Hypergene gives you the tools to manage planning, follow‑up and analysis with clarity and confidence. See how in a demo.
