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

Version:2.50

ENGAGEMENTPRICINGANALYSISWORKBENCReleaseDate:20-Mar-03

IC

INSTRUCTIONS

Introduction

The

Engagement

Planning

and

Analysis

Workbench

has

two

key

functions.

The

first

is

to

price

an

engagement

based

on

resource

cost

rates,

hours

and

estimated

expenses,

and

the

second

is

to

re-budget

an

engagement

based

on

actual

revenue

to

date

and

the

remaining

estimate

of

revenue

to

complete.

These

instructions

present

a

high

level

overview

of

the

various

menu

choices

and

input

fields

available

to

the

user.

A

requirement

for

using

EPAW

is

that

the

user

completes

the

ReFORM

and

EPA

Workbench

training.

You

can

register

for

these

training

sessions

via

the

Learning

Zone.

Search

for

ReFORM

or

EPA

Workbench.

ProgramMerlotandEPAW

EPAW

is

part

of

the

Program

Merlot

rollout.

It

is

designed

to

be

used

to

price

or

re-budget

engagements

with

chargeable

activity.

All

engagements

will

have

been

converted

to

the

Oracle

Financial

and

Project

Accounting

applications

in

US

and

Canada.

All

open

engagements

will

be

manually

updated

with

the

new

budgets

and

Key

Performance

Indicators

calculated

during

your

re-budgeting

activities.

EPAW

will

be

the

only

tool

accepted

by

the

finance

department

when

seeking

approval

for

and

opening/creating

new

engagements

in

Oracle

Project

Accounting.

NavigatinginEPAWorkbench

The

menu

bar

you

see

at

the

left

appears

on

each

screen.

It

is

laid

out

to

facilitate

the

normal

process

of

first

pricing

an

engagement,

then

budgeting

and

re-budgeting,

however,

you

may

select

any

menu

op