IPEXIQ · LEARN
Aligned with AACE 31R-03 / 96R-21 / 83R-13 and CII RR-244

Professional Services Estimating

Estimating engineering and PMC services is a different discipline to estimating construction. The unit of work is a deliverable — a drawing, a calculation, a specification — and the unit of cost is a role-hour. The tool that ties the two together is the CTR (Cost, Time, Resource) sheet.

What a CTR actually is

A CTR is the smallest auditable unit of a professional-services estimate. It defines a single scope of work — typically a discipline package, a study, or a phase — and answers four questions in one place:

  • What is the scope? A short narrative and a list of deliverables.
  • How many hours? Built up role-by-role from the deliverable list.
  • By whom? Either as a bucket per role (Simple) or per named person per deliverable (Complex).
  • At what cost? Hours × bill rate, with role-based rates and optional per-person overrides.
Why CTRs survived every estimating fad

Auditable — every dollar traces back to a role, an hour and a deliverable.

Comparable — two CTRs for similar scopes can be benchmarked against each other.

Progressable — the same deliverable list becomes the progress measurement system on day one of execution.

Defensible — when a client pushes back on hours, the conversation is at the deliverable level.

The build-up

How a CTR is built up

Whether the estimate is for a 200-hour study or a 200,000-hour FEED, the build-up shape is the same. The estimator works from scope outwards, never from a total inwards.

1. Deliverable list
List the deliverables the CTR is paid to produce. Drawings, specifications, models, reports — whatever the contract recognises as a unit of work.
2. Role-based rates
Maintain bill rates at the role level (lead engineer, designer, drafter, PM). Names inherit the role rate, with overrides allowed.
3. Hours per deliverable
Assign hours per role per deliverable. The total hours and total cost roll up automatically — and the same matrix becomes the progress baseline.
Two estimating modes

Simple vs. Complex assignment

Not every CTR needs a full per-person matrix. Early studies and small scopes are best estimated as a bucket of hours. Larger execution scopes need the per-person view.

Simple

One bucket of hours assigned to a single role. Fast to build, easy to defend.

Best for studies, options assessments, FEL-1/2 deliverables.

Complex

Per-person hours per deliverable, costed at the effective bill rate.

Best for FEL-3 / EPCM execution.

Where IPEXIQ fits

CTR-IQ turns this discipline into a working tool — projects, role-based rates, deliverable lists, and a Simple/Complex toggle per CTR.