EDGEBIC How-To

How to Compare Quoted Hours Against Actual Hours in EDGEBIC

User Solutions TeamUser Solutions Team
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6 min read

A converted quote in EDGEBIC by User Solutions carries a Lifetime Accuracy panel that puts the hours you estimated beside the hours the job actually consumed, on the same record you priced from. It closes the loop most shops never close: quote, build, and then a comparison nobody has to assemble by hand. This is how to read it and what to do with what it says.

For the estimate itself, see how to simulate a delivery date for a quote. Every task in this library is mapped on the EDGEBIC how-to hub.

Before You Start

  • The quote was simulated, so it carries estimated hours and costs. A quote nobody simulated has nothing to compare against.
  • The quote was converted to a manufacturing order, which is what creates the link the panel needs. See how to convert a quote into a manufacturing order.
  • Actuals were logged on the job as it ran, whether from the planner desktop or the shop floor terminal. No logging means no actual hours to roll up.

Step 1: Let the Job Finish

The comparison only becomes meaningful once the linked job's operations carry real start and end dates. Log as the work happens rather than in one push at the end, because the same actuals are steering the reschedules while the job is live, and a week-old picture re-plans the plant around a week-old reality.

Mark the job complete when the last operation is genuinely done.

Step 2: Open the Quote

Go to the Quote tab and find the original quote. Filtering by customer is usually the fastest route when the quote number has escaped you.

Step 3: Read the Lifetime Accuracy Panel

The panel appears on quotes that are linked to an order. It carries three things worth reading in order:

FieldWhat it tells you
The linked job numberWhich manufacturing order came out of this quote, so you can jump to the job if the numbers surprise you
Estimated total hoursWhat the quote-time simulation predicted for the whole job
Actual total hoursThe hours rolled up from that job's logged work

The actual figure shows a dash until at least one operation on the job has both an actual start and an actual end. That is honest absence rather than a zero, and it is the single most common reason planners think the panel is broken.

Step 4: Explain the Gap Before You Judge It

A difference is a finding, not a verdict. Three checks separate a real estimating miss from an artifact:

  1. Did the job run the routing you quoted? A step moved to a faster or slower machine changes the hours without any estimate being wrong. The resource replacement audit will tell you if a work center was swapped.
  2. Are all operations really finished? The actual roll-up reflects work with both dates recorded, so an unstamped operation makes the job look cheaper than it was.
  3. Was the quantity the same? A quote for 200 and an order for 150 will never reconcile on total hours, though the per-unit picture may be fine.

Step 5: Act on the Pattern

One quote is an anecdote. Ten quotes on the same product family are a measurement, and they point at exactly one of two fixes:

  • Consistently under on hours. The routing's per-unit hours or setup are too low. Correcting them fixes the quote and the schedule at the same time, because both are built on the same numbers.
  • Consistently over on hours. The routing is padded. That padding is quietly consuming capacity in every plan you produce, which makes the plant look busier than it is and pushes real work later.

Either way the change belongs in the routing, where it also improves every future delivery promise.

What Changes When You Read It

Nothing. The panel is a read-only comparison on the quote record, and looking at it writes nothing. The change happens when you edit a routing, and even that does not touch a job already running, because each scheduled job keeps its own routing snapshot until you deliberately update it.

How to Check It Worked

After correcting a routing, quote the same product again and compare the new estimated hours against the actual total from the completed job. If the numbers now sit within a few percent, the correction landed. If they still diverge in the same direction, the wrong step was adjusted, and the work center progress report on the finished job will name the one that actually consumed the hours.

Common Mistakes

  • Reading the panel mid-job. The dash means the roll-up has nothing complete to sum, not that the job is running at zero hours.
  • Comparing hours to cost. Hours are the estimating question. Cost adds rates, material, and markup, and mixing the two hides which one was wrong.
  • Fixing the price instead of the routing. A price adjustment covers the quote and leaves the plan wrong.
  • Treating a converted quote as a commitment of capacity. The simulation is a what-if and reserves nothing. The order it becomes is what claims capacity, and only after the scheduler runs.
  • Judging a routing on one job with a swapped work center. Check the swap before you conclude anything.

See how quoting, scheduling, and logged reality share one set of numbers on the EDGEBIC product page.

Expert Q&A: Deep Dive

Q: Every quote for one product comes back 20% over on hours. What do I do with that?

A: Fix the routing, not the markup. A consistent one-sided miss is not estimating luck, it is the routing hours being wrong, and the same wrong hours are also driving your schedule, your capacity picture, and your delivery promises. Open the product's routing and compare the per-unit hours and setup on the steps that ran long, using the work center progress report on the finished job to see which specific step consumed the excess. Correct those numbers and the next quote is right at simulation time rather than at invoice time. Raising the price to cover a bad estimate hides the problem in the quote and leaves it live in the plan, where it keeps making the plant late.

Q: The panel shows 151 estimated against 138 actual. Is that good?

A: It is a nine percent overestimate, which most shops would take, but read it before you celebrate. Check whether the job ran the routing you quoted or a different one, because a step swapped to a faster machine can flatter the number. Check whether all operations are genuinely complete, since the actual total only reflects work with both a start and an end, and an unfinished step makes the job look cheaper than it was. Then look at the pattern rather than the single job: one quote at nine percent is noise, and ten quotes averaging nine percent under is a routing that could absorb a real capacity commitment or a price adjustment with confidence.

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