凯捷 咨询资料FAB - ERP Build Estimate.FNL.pdfVIP

QuickReferenceGuide

For

complete

instructions

and

tips,

refer

to

the

full

Oracle

Estimating

Template

Users

Guide

Rel

1a

(.doc)

Overview

This

ERP

estimating

tool

was

built

to

help

projects

estimate

the

effort

during

the

pursuit

and

planning

compiled

from

the

experiences

of

our

ERP

Consultants

in

the

various

service

lines.

Document

changes

to

the

base

template

in

Column

A

of

each

tab,

on

the

line

corresponding

to

the

The

fields

in

the

template

are

color

coded

for

your

convenience.

The

color

scheme

is

as

follows:

Ø

RED

=

DO

NOT

ENTER

DATA

INTO

THIS

FIELD

Ø

YELLOW

=

YOU

MAY

ENTER

DATA

IN

THIS

FIELD,

BUT

IT

IS

RECOMMENDED

TO

USE

Ø

GREEN

=

ENTER

DATA

INTO

THIS

FIELD

The

following

steps

walk

you

through

ho

to

use

the

estimating

template:

1.

QuickReferenceGuideTab:

Self

Explanatory

2.

ProjectDataTab:

This

tab

contains

all

remaining

fields

that

require

data

entry

for

the

completion

a.

Enter

the

client

name,

the

date,

and

the

version

control

number

(if

you

anticipate

multiple

b.

Enter

the

annual

revenue

for

the

client

and

the

number

of

employees

in

D6:D7.

This

is

c.

Enter

a

contingency

factor

in

D8.

This

will

be

used

to

add

a

buffer

to

your

estimate,

d.

Enter

information

on

the

Drivers

in

B17:G44.

Items

in

RED

are

automatically

populated

e.

B9:D14

is

reserved

for

other

data

that

you

might

wish

to

capture

for

future

reference.

f.

The

Phase

to

Level

Correlation

in

Q3:Z12

is

automatically

populated.

This

represents

the

g.

Enter

your

assumptions

in

Q16:Z26.

For

example,

45

hour

work

week,

etc…

3.

OracleModulesTab:

This

tab

contains

a

list

of

all

the

Oracle

modules

currently

available.

a.

Select

each

Oracle

module

that

will

be

implemented

by

entering

a

“Y”

in

the

Column

B.

b.

Revie

the

number

of

business

processes

supported

by

each

of