How Can I Create A Detailed Estimates For Testing Phase of A Software Project?
And what are the inputs, guidelines, and outputs to bear in mind in obtaining estimates for testing phase of a software project?
Inputs
- Defined statement of project scope for clear goals and focus work
- Defined user requirements - use cases and functional specs for delivering the required functionality
- Defined technical requirements
- Other supporting documents
Guidelines to create a detailed estimates
- Determine all the effort (lists of tasks the testing work entails) to be performed. This includes getting all the next actions visible.
- Determine complexity of the system.
- Form initial estimate for each task. This includes involving the individuals who will be doing the tasks to figure out how long a task will take based on their experience implementing similar things.
- Assign each task a ‘risk.’ Assign ‘High‘ risk to tasks that you lack knowledge and/or experience; assign ‘Medium‘ risk to tasks that you are familiar with and can complete the tasks; and assign ‘Low‘ risk to tasks that you are confident about and/or have been done many times before.
- Document any other risks that might affect the test work deliverables to address and bring test work in on time.
- Document assumptions made. Note that each task figure should be accompanied by a note on the assumption(s) that you’ve made in coming to this figure and/or interpreting the task requirements.
- Apply adjustments and reserve allowances to account for external factors that the project will depend upon. External factor examples: Tasks that require approval; incomplete component from another project - here document the effect of the dependency if task is not being met; and failure from delivering the required component to a satisfactory standard that cause development delays.
- Include contingency in the estimate. The contingency should be listed separately. If tasks need to use some of the contingency for certain reasons then the Lead should ask the PM for a portion of the contingency. The reasons for needing to use some of the contingency will be discussed and the impact on the test work timelines will be shown in the test plan and shared with the team.
Guidelines to schedule the test work
- Work out how many people will be needed on the team in order to complete the test work in the required time.
- Add test work milestones. Note that every test work task listed in the estimate should become a task in the schedule.
- Assign test work tasks to people who have the skills needed to do the task. There should be some gaps between tasks to represent risk.
- Add dummy tasks to represent known outages, such as: Public holidays, annual leave, training courses, and so on.
- Try to move high risk tasks as near to the beginning of the schedule as possible so that there is as much time as possible to deal with problems.
Ensure that dependencies between tasks are respected - reorganise the schedule if necessary. - Keep the schedule up-to-date with latest progress and changes regularly.
Outputs
- A project schedule with allowances for risk, internal dependencies, and known outages
- A list of other assumptions made during the estimation
- A list of the project’s external dependencies
- A list of other risks to the project schedule
Join QAST Practitioner Group, download the attached sample detailed estimate template file in MS Excel version, and/or give comment(s) at:
http://daniloalsonado.com/qastforum/index.php?topic=60.0
The attached sample detailed estimate template file is meant to be used to create detailed estimates for testing phase (support and regression testing) of a software project.


