Developing naming guidelines for crews, crew resources, and rate tables
You should develop naming guidelines for crews, crew resources,
and rate tables to help ensure consistency within your own estimates and
estimates prepared by other estimators in your company.
Within the naming scheme there are 3 main concerns:
- Do you want to set
up group crews to organize your crews into work-related groups?
- Do you want your crew
names to contain only numbers, or a mix of numbers and other characters?
Remember, your decision determines the order of crews
in lists, on the spreadsheet, and on reports. How?
-
How many characters
will your crew names have?
Shorter codes are easier to enter because they require
less typing.
Tips:
- Make names as descriptive
as possible to help you remember the purpose of the crew, resource, or
rate table.
- Names are case sensitive
and can be up to 20 characters long.
- Eventually, you may have
hundreds of crews, resources, and rate tables, so it is important to use
consistent naming schemes that help you find them in their respective
lists.
- You can organize crews into
work-related groups by setting up group crews.