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Estimating theme work

Break theme work into pieces you can estimate - pagelayout, view templates, overrides, styles, accessibility, dark mode, testing - keep your own records of actual time, and add a margin for review and the unknown.

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Address: https://doc.exponential.earth/exphelp/viewer/help/designers/sales/estimating-theme-work.md

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Estimating theme work

This page is for designers who need to say how long a theme takes. No figures are given here: your own records are the only reliable source. The page shows how to build them.

Break the work down

PieceIncludes
SetupTheme extension skeleton, settings, test siteaccess (The design extension wizard)
PagelayoutHead, header, navigation, footer
View templatesFull, line, embed views per content class
OverridesRules for classes, sections, nodes
StylesTokens, components, responsive layout, print
Dark mode and right-to-leftIf in scope
AccessibilityContrast, keyboard, landmarks, forms; an axe run per page
Content Security PolicyNo inline scripts or styles
TestingWidths, zoom, browsers, light and dark
Documentation and handoverREADME, editor guide, session
Review roundsChanges after the client's feedback

Step by step

  1. List the pieces for the project, with the number of templates per piece.
  2. For each, take your recorded time from earlier projects; where you have none, estimate and mark it as a guess.
  3. Add review rounds and a margin for the unknown, and say both openly.
  4. After the project, record the actual time per piece. Next time your estimate is better.

Common underestimates

  • Testing at several widths, in dark mode and at 200% zoom.
  • Edge cases of content: long titles, missing images, empty fields.
  • Upgrading the theme for the next Exponential release (Following Exponential releases).

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This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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