Configure-to-Order & Product Configuration calculator
Engineering-to-Order Workload Calculator
Use this calculator to plan application engineering, design engineering, and sales engineering effort for custom options, exceptions, non-catalog selections, and special approvals.
What this calculator does
- Estimate engineering review hours for custom or nonstandard configure-to-order requests.
- planning engineering capacity for custom configuration demand
- The result estimates engineering workload hours for custom configuration requests.
Formula used
- Base engineering-to-order workload = custom configuration requests ÷ engineering review pace
- Estimated engineering-to-order workload = base time × (1 + engineering clarification and approval allowance)
Inputs explained
- custom configuration requests: Count special options, nonstandard applications, rule overrides, customer drawings, technical reviews, or ETO requests.
- engineering review pace: Use measured completion rate for similar request complexity, documentation quality, and product family.
- engineering clarification and approval allowance: Include missing requirements, customer drawings, feasibility checks, price review, approval routing, and revision loops.
How to use the result
- Use it to set quote promise dates, assign engineering queues, and decide which requests need standard option development.
- Treat the result as a planning estimate until it is checked against current CPQ rules, ERP/MRP item masters, approved BOM logic, routing data, price books, discount policy, engineering approval rules, dealer order history, and actual quote-to-order performance for the same product family.
Common questions
- What is the engineering-to-order workload calculator for? Use this calculator to plan application engineering, design engineering, and sales engineering effort for custom options, exceptions, non-catalog selections, and special approvals.
- What information should I enter? Enter custom configuration requests, engineering review pace, and a realistic allowance for reviews, missing information, rule checks, dealer questions, and order-release delays.
- What does the result tell me? The result estimates engineering workload hours for custom configuration requests.
- When is the result only an estimate? Treat the result as a planning estimate until it is checked against current CPQ rules, ERP/MRP item masters, approved BOM logic, routing data, price books, discount policy, engineering approval rules, dealer order history, and actual quote-to-order performance for the same product family.
Last reviewed 2026-05-12.