cost projections (using enterprise connector) the samet way august 2014

Cost Projections(using Enterprise Connector)

The Samet Way

August 2014

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Updated Enterprise Connector… Why?

Improve Forecasting and Forecast Accuracy

Enhance our Competitive Decision-making

Obtain Better Insight to Costs Across the Enterprise

Gain Better Insight into Labor Needs

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Log InClick on This Icon

The only information you need to enter is your User Name and Password. All other information comes from system.

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Beginning a Projection

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Beginning a Projection - (cntd)

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Beginning a Projection - (cntd)

The Forecast Date period can be changed by Clicking the “Change” box to the right of the date. The Prolog Cost Period can only be changed in Prolog Manager. See next slide.

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Screen Shot from Prolog Manager

Adjusting Cost Period in Prolog Manager

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Beginning a Projection – Your First Forecast of Each Project

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Projection Screen Overview

This is the screen you get when you choose “Samet Prolog Forecasting”. Orange rows indicate either of the following conditions are met:

a) Forecast Cost to Complete is less than 0 (original condition), and\or

b) Forecast Out of Balance column is not 0 (condition added in the new version)

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Beginning a Projection – Your First Forecast of Each Project

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Customization – Part “A”(Settings are Saved per User, per Machine)

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Customization – Part “B”(Settings are Saved per User, per Machine)

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B.

A.

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C.

D.

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Customization – Part “C”(Settings are Saved per User, per Machine)

A.

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C.

B.

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The view you see is controlled by the initial project date setup and the User Forecast Settings. This can be modified as described in previous 2 slides.

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Entering Cost@Complete and Forecast

If you need to revise your Start and/or End dates, refer to Customization – Part “C” slide, Items “B” and “C”.

When done, Click on “Save to Prolog”

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If you have previously clicked on “Save to Prolog”, you will get this notice. As a general rule, Click “Yes”.

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Compares this month’s cost to complete to last months cost to complete for each line item.

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NOTE: As almost all work will be done “live”, Click on “Save to Prolog” to write into system and create historical views.

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Reports

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Reports – (cntd)

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Sample of “Samet Forecast at Completion “ Report(This is a Fixed Report and Cannot be Edited.)

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Sample of Export Grid to Excel(This Report Exports all Information as you see on Screen. It is

Editable, but you Cannot Copy Back to EC.)

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Sample of “Samet Forecast by Month”(This Report Exports all Information as you see on Screen. It is

Editable, but you Cannot Copy Back to EC.)

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Offline Mode

NOTE: Offline Mode should only be used when you want to take your forecast with you due to a lack of internet connection. A prefect example of this scenario is if you are travelling and want to work on your forecast but will not have access to the internet. You can copy the information to a local drive, update it as needed, then when you have an internet connection, copy the updated information back to the system.

To begin, you will click on Prolog Tool>Samet Prolog Forecasting and Open the project you want to work on. just as described earlier. You will need to make sure the Forecast date and Prolog Cost Periods match as described in Slide 5. After the project is opened, Click on “Save to File.” The Save Forecast file explorer window will open up. Save your forecast to a local destination, like your desktop.

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Offline Mode – (cntd)

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Offline Mode – (cntd) Notice that the file extension is “*.forecast”. This file type cannot be

opened in any other program except EC. When you Click on “Save to File”, you will get the following reminder

notice. If you are still in offline mode, click “no”. Otherwise click “Yes”.

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Offline Mode – (cntd) When you are ready to update your forecast, Click on “Open from File”. The “Open Forecast” file explorer will open. Choose the file you saved

earlier. When you are at a stopping point, of if you just want to save as a

precaution (best practice), Click on “Save to File”.

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Offline Mode – (cntd)

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Questions?

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Updating Program – New Version

Whenever there is an update to the program, you will be prompted to update. When you first open the program, you will get this series of windows.

Click “OK” to both of these.

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Updating Program – New Version

Click

Click

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Updating Program – New Version

Click

Click Click

Finished. Reopen program.