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generate-estimate

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更新日2026年4月15日 18:22

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'.

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KirKruglov

KirKruglov/claude-project-manager

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関連職種SOC

SOC 職業分類に基づく

プロジェクト管理専門家ビジネス・金融業務職·SOC 13-1082

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このリポジトリの他の Skills

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Coordinates project meetings: generates a structured agenda, creates a Google Calendar event, and prepares a protocol template. Covers 5 meeting types across the full project lifecycle — tasks #6, #15, #17, #20, #26. Meeting types: Go/No-Go (Phase 1, #6), Client Demo (Phase 3, #15), Sprint Planning (Phase 4, #17), Sprint Demo (Phase 4, #20), Launch Status Meeting (Phase 5, #26). Reads project context files (stakeholder-map, project-plan, progress reports) to auto-populate participants and agenda topics. Mode B: agent prepares a draft agenda, PM confirms before the Calendar event is created. Triggers EN: 'coordinate meeting', 'prepare agenda', 'schedule meeting'.

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generate-approval-letter

KirKruglov/claude-project-manager

Generates an approval-letter.md email body and an email-tpl-approval.md template for Phase 2 — Planning. Reads project-plan.md, project-budget.xlsx, and resource-plan.md to compose a formal approval request addressed to all Approver-level stakeholders from stakeholder-map.md. Produces two artifacts: the letter email body (approval-letter.md) and the send-email template (email-tpl-approval.md). Covers task #12 of the project management agent. Mode B: agent prepares draft, PM reviews and confirms before sending. Email level 3 — requires PM confirmation. Triggers RU: «отправь план на согласование», «письмо на согласование плана», «согласуй план с заказчиком», «запроси утверждение плана», «generate-approval-letter», «составь письмо на согласование». Triggers EN: 'send plan for approval', 'approval letter for project plan', 'request plan approval', 'generate approval letter', 'plan sign-off email', 'get plan approved'.

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generate-budget

KirKruglov/claude-project-manager

Generates a detailed project budget (project-budget.xlsx) for Phase 2 — Planning, based on preliminary-estimate.xlsx and resource-plan.md. Produces a single baseline scenario structured by project phases and cost categories (team, infrastructure, GTM), with a contingency reserve as a separate line item. Covers task #9 of the project management agent. Mode B: agent prepares draft, PM reviews and approves. Triggers RU: «сформируй бюджет проекта», «подготовь детальный бюджет», «сделай бюджет по фазам», «бюджет проекта», «детализируй бюджет». Triggers EN: 'generate project budget', 'create budget', 'project budget', 'detailed budget', 'budget by phase', 'budget breakdown'.

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KirKruglov/claude-project-manager

Generates a change impact assessment file (change-impact-CR-001.xlsx) for Phase 4 — Development. PM describes a scope change request; the agent classifies the change (scope / budget / timeline / resource), analyzes impact on project-plan.md and project-budget.xlsx, calculates timeline delta, budget delta, and risk level (Low / Medium / High), then produces a two-sheet xlsx artifact with a summary and detailed breakdown. PM reviews the draft and makes the final approval decision. Covers task #21 of the project management agent. Mode B: agent prepares draft, PM decides. If approved — updates project-plan.md via generate-project-plan. Triggers EN: 'scope change request', 'change impact assessment', 'generate change impact'.

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generate-charter

KirKruglov/claude-project-manager

Generates a project charter from brief, stakeholder answers, and constraints. The charter is the first artifact of the Initiation phase. Once approved, it unlocks dependent tasks: generate-risk-register, generate-project-plan, generate-estimate. Accepts both structured briefs and free-form notes. Triggers RU: «сформируй устав», «подготовь устав проекта», «создай устав», «нужен устав проекта», «составь устав проекта», «устав проекта», «generate-charter», «сформируй charter». Triggers EN: 'generate charter', 'create project charter', 'build charter', 'draft project charter'.

2026-04-155

name

generate-estimate

description

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.

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"

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.

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

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.

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):

01-initiation/questionnaire-client.md
01-initiation/project-charter.md
input/constraints.md
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.

Step 2 — Identify Project Type and Apply Analogue

Read templates/estimate-analogues.md.
Match the project to the closest type in the analogues table.
Retrieve baseline ranges: duration and rates.
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.
Determine whether GTM (Phase 5) is in scope. If not — zero out Budget Section C.

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.

Step 4 — Calculate Budget (Sheet 3: Budget)

Section A: Team

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

Section B: Infrastructure

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

Section C: Marketing/GTM

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

Step 5 — Fill Sheet 1 (Summary)

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

Step 6 — Generate xlsx File and Save

Use the xlsx skill to create preliminary-estimate.xlsx following the template structure.
Save to {project}/01-initiation/preliminary-estimate.xlsx.
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)."
Log to logs/log.md: date, skill, created file, project type, baseline scenario.

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

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

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

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).