generate-estimate

name

generate-estimate

description

Generates a preliminary timeline and budget estimate for an IT project (Phase 1 — Initiation). Reads available project files (client questionnaire, project charter, constraints, team list), applies analogy-based estimation using built-in agent knowledge of typical IT projects, and produces a three-scenario (optimistic / realistic / pessimistic) preliminary-estimate.xlsx artifact. Covers task #4 of the project management agent. Mode B: agent prepares draft, PM reviews and corrects. Triggers RU: «сформируй оценку сроков», «подготовь предварительную оценку бюджета», «оцени сроки проекта», «сделай оценку по аналогам», «предварительная оценка». Triggers EN: 'generate estimate', 'preliminary estimate', 'estimate timeline and budget', 'create project estimate', 'ballpark estimate'.

Skill: generate-estimate

Generates a preliminary timeline and budget estimate for an IT project at the Initiation phase (Phase 1). Uses analogy-based estimation with built-in knowledge of typical IT project benchmarks. Output: preliminary-estimate.xlsx with three scenarios (optimistic / realistic / pessimistic). Mode B: agent prepares draft, PM reviews and adjusts.

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Triggers

Russian: «сформируй оценку сроков», «подготовь предварительную оценку», «оцени сроки проекта», «сделай оценку по аналогам», «нужна предварительная оценка», «оцени бюджет», «ballpark-оценка» English: "generate estimate", "preliminary estimate", "estimate timeline and budget", "create project estimate", "ballpark estimate", "rough estimate"

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Language Detection

Determine the language of the user's request:

• If the request is in Russian → use templates with the -ru suffix
• Otherwise → use templates with the -en suffix
• All output (headings, labels, agent messages) must match the detected language.

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Input

Data	Required	Source	Notes
Project name and type	yes	CLAUDE.md, project-charter.md, or command	Types: MVP / redesign / integration / GTM / feature set / internal tool
Scope / key deliverables	yes	questionnaire-client.md, project-charter.md, or command	Used to determine phases
Constraints (budget, deadline)	no	constraints.md or command	If present — adjust analogue accordingly
Team composition	no	team-list.md or command	Roles and headcount. If absent — agent derives from analogue
Role rates	no	CLAUDE.md or command	If not provided — use rates from estimate-analogues.md
GTM in scope	no	project-charter.md, questionnaire-client.md	Affects presence of Budget Section C

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Output

File	Project path	Format
preliminary-estimate.xlsx	{project}/01-initiation/	.xlsx

File structure — 3 sheets (Summary, Timeline, Budget) — described in templates/preliminary-estimate-{lang}.md.

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Instructions

Step 1 — Collect Input Data

Guard-rail — check for out-of-scope requests first. If the request asks for task-level detail — WBS, man-hours per task, work breakdown, hour-by-hour schedule, or detailed task list — respond: "generate-estimate creates a phase-level preliminary estimate using the analogy method. For task-level breakdown and man-hour estimates, use generate-project-plan after this estimate is approved by the PM." Do not start the estimate workflow. Do not ask for input data.

Check for inline data in the user's command. Before checking files, scan the command for explicitly provided fields:

• Project type → present / absent
• Main deliverables → present / absent
• Constraints (deadline, budget ceiling) → present / absent
• Team composition → present / absent

If project type AND main deliverables are both present in the command — proceed directly to Step 2 using that data. Ask only for fields that are genuinely absent.

Check for files (supplement or replace inline data):

1. 01-initiation/questionnaire-client.md
2. 01-initiation/project-charter.md
3. input/constraints.md
4. input/team-list.md

Extract from available files:

• Project type and primary goals
• Key deliverables and scope
• Known constraints (deadline, budget ceiling)
• Team composition (roles, FTE)
• Whether GTM is in scope

If no files exist AND inline data is incomplete — ask only for missing fields in one block:

I need a few more details to build the estimate:
[list only the fields that are absent from the command and files]

Wait for response. Do not proceed without at least the project type.

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Step 2 — Identify Project Type and Apply Analogue

1. Read templates/estimate-analogues.md.
2. Match the project to the closest type in the analogues table.
3. Retrieve baseline ranges: duration and rates.
4. If project data includes explicit constraints — adjust:
   • Hard deadline → optimistic scenario must not exceed it.
   • Hard budget ceiling → record in assumptions. Calculate the estimate using the standard analogue (do not adjust numbers to fit the ceiling). If the realistic scenario total exceeds the ceiling, add a risk flag to the Summary sheet and show in chat: "Warning: Realistic scenario [$X] exceeds the stated budget ceiling [$Y]. Recommend reviewing scope, phasing delivery, or adjusting team composition — consult PM before proceeding." Do not silently reduce the estimate to fit the ceiling.
5. Determine whether GTM (Phase 5) is in scope. If not — zero out Budget Section C.

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Step 3 — Build Phase Timeline (Sheet 2: Timeline)

For each phase (1–6), determine duration in weeks across three scenarios. Baseline: analogue from Step 2. Adjust based on project data:

Factor	Adjustment
Team smaller than analogue	+10–20% to duration
Team larger than analogue	−5–10% to duration
Hard constraints	Set realistic = constraint, pessimistic → risk flag
Complex external interface / legacy	+20–30% to development phase
No prototyping in scope	Zero out Phase 3

Record key deliverables for each phase from the project scope.

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Step 4 — Calculate Budget (Sheet 3: Budget)

Section A: Team

1. Determine team composition (from team-list.md or analogue).
2. For each role: FTE × scenario duration × rate.
3. Rates: from project data → if absent, from estimate-analogues.md.
4. Apply rate ranges by scenario: optimistic → opt rate; realistic → real rate; pessimistic → pest rate.

Section B: Infrastructure

1. Identify project type → take range from estimate-analogues.md.
2. Calculate: monthly item × number of months in scenario + one-time costs.
3. If specific tools are known (from questionnaire-client.md) — use those instead.

Section C: Marketing/GTM

1. Include only if GTM is in scope.
2. Take range from estimate-analogues.md based on project size.
3. If GTM is not in scope — zero out rows and add note.

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Step 5 — Fill Sheet 1 (Summary)

1. Enter header data: project, PM, date, project type.
2. Record assumptions (minimum 3):
   • Estimation basis (analogy method)
   • Team composition (from data or analogue)
   • Constraints, if any
3. Fill in the scenario summary table.
4. Add a one-line agent recommendation — which scenario to treat as baseline and why.

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Step 6 — Generate xlsx File and Save

1. Use the xlsx skill to create preliminary-estimate.xlsx following the template structure.
2. Save to {project}/01-initiation/preliminary-estimate.xlsx.
3. Show in chat:
   • What was created: "Estimate saved as preliminary-estimate.xlsx in 01-initiation/."
   • Summary scenario table as a chat table.
   • List of assumptions.
   • Next step: "Estimate ready. Recommended: verify rates and team composition, then pass data to generate-budget (detailed budget)."
4. Log to logs/log.md: date, skill, created file, project type, baseline scenario.

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Templates

File	Purpose
templates/preliminary-estimate-ru.md	xlsx artifact schema (RU)
templates/preliminary-estimate-en.md	xlsx artifact schema (EN)
templates/estimate-analogues.md	Analogue benchmarks and rate reference

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Dependencies

Reads:

• 01-initiation/questionnaire-client.md — scope, constraints, project type
• 01-initiation/project-charter.md — deliverables, goals, constraints
• input/constraints.md — hard constraints on deadline / budget
• input/team-list.md — team composition and roles

Passes data to:

• generate-budget — detailed budget is built on top of this estimate
• generate-resource-plan — resource allocation across phases

Calls:

• xlsx skill — for generating the .xlsx file

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Constraints

• Mode B: estimate is a draft for the PM — not a final document
• Method is analogy-based, not bottom-up; ±30–50% accuracy is normal at initiation stage
• Does not build a detailed WBS or task schedule
• Does not account for holidays, vacations, part-time availability — unless specified in constraints
• Does not auto-update after scope changes — recalculation is triggered manually
• Handles one project per invocation

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Changelog

Date	Version	Change
2026-04-06	1.0	Skill created. Analogy method, 3 scenarios, 3 budget categories. Artifact templates + analogues reference.
2026-04-06	1.1	Post-eval fixes (2/6 → 6/6 expected): added inline-data guard in Step 1 (scan command before asking); added WBS out-of-scope guard-rail in Step 1; clarified budget ceiling behavior in Step 2 (flag risk, never silently compress).