QuickReferenceGuideForcompleteinstructionsandtips,refertothefullOracleEstimatingTemplateUsersGuideRel1a(.doc)OverviewDocumentchangestothebasetemplateinColumnAofeachtab,onthelinecorrespondingtothechange.Thefieldsinthetemplatearecolorcodedforyourconvenience.Thecolorschemeisasfollows:Thefollowingstepswalkyouthroughhowtousetheestimatingtemplate:b.Ifcustomrolesaregoingtobecreated,addthemtoeachareasubtotalinthefieldprovided.c.ThefinalnumberofrolesidentifiedasinscopeiscarriedoverautomaticallytotheProjectDataTabandutilizedlaterontheWBSTab.ThisERPestimatingtoolwasbuilttohelpprojectsestimatetheeffortduringthepursuitandplanningphases.IthasbeencompiledfromtheexperiencesofourERPConsultantsinthevariousservicelines.ØRED=DONOTENTERDATAINTOTHISFIELDØYELLOW=YOUMAYENTERDATAINTHISFIELD,BUTITISRECOMMENDEDTOUSETHEESTIMATESPROVIDEDØGREEN=ENTERDATAINTOTHISFIELD1.QuickReferenceGuideTab:SelfExplanatory2.ProjectDataTab:Thistabcontainsallremainingfieldsthatrequiredataentryforthecompletionoftheestimate.EachfieldisdescribedinfulldetailinAppendixAattheendofthisdocument.a.Entertheclientname,thedate,andtheversioncontrolnumber(ifyouanticipatemultipleversionsoftheestimatingtemplate)inD3:D5.Thisisinformationalpurposesonly.b.EntertheannualrevenuefortheclientandthenumberofemployeesinD6:D7.Thisisinformationalpurposesonly.c.EnteracontingencyfactorinD8.Thiswillbeusedtoaddabuffertoyourestimate,accountingforunknowns.d.EnterinformationontheDriversinB17:G44.ItemsinREDareautomaticallypopulatedfrominformationontheOracleModulestab.Donotenterdatainthosecells.e.B9:D14isreservedforotherdatathatyoumightwishtocaptureforfuturereference.f.ThePhasetoLevelCorrelationinQ3:Z12isautomaticallypopulated.Thisrepresentsthepercentusageofeachlevel(includingCGEY,Client,and3rdParty)byPhaseoftheproject.g.EnteryourassumptionsinQ16:Z26.Forexample,45hourworkweek,etc…3.OracleModulesTab:ThistabcontainsalistofalltheOraclemodulescurrentlyavailable.a.SelecteachOraclemodulethatwillbeimplementedbyenteringa“Y”intheColumnB.Thetemplatewillautomaticallycalculatethetotalnumberofmodulesbeingimplementedandwilltakeininformationbasedonb.Reviewthenumberofbusinessprocessessupportedbyeachofthemodulesbeingimplemented.ThisinformationisprovidedinColumnC.YoucanmakemanualadjustmentstothenumberofbusinessprocessesbeingimplementedbyenteringdatainColumnD,“IncrementalBusinessProcesses.”Forexample,whenusingCommitmentAccounting(eitherwithPayrollorPurchasing),add8incrementalbusinessprocesses.Whereyouanticipatecomplexworkflow,addxxbusinessprocesses.Forasimplisticuseofthemodule,subtractxxbusinessprocesses.Andsoon…c.ThetotalnumberofbusinessprocessesiscalculatedautomaticallyinColumnE.d.Eachmoduleshouldbeassigneda“ConfigurationComplexity,”High,Medium,orLow,inColumnF.Thedefaultvalueinthetemplaterepresentstheaveragecomplexityofconfiguringthemodule,basedoninformationfromSubjectMatterSpecialistsfromwithintheserviceline.ThetotalnumberofHigh,Medium,andLowcomplexitymodulesisautomaticallycalculated.e.Eachmoduleshouldalsobeassigneda“ComplexityofBusinessProcess”factorinColumnH.AbaselineisprovidedforyoubasedoninformationfromSubjectMatterSpecialistsfromwithintheserviceline.Thedefaultvaluecanbeoverriddenifyouknowinadvancethattheclient’sbusinessprocessesareparticularlyeasyorcomplex.ThetotalnumberofHigh,Medium,andLowcomplexitymodulesisautomaticallycalculated.f.Ifknown,thenumber...
