Configurable BOMs with Options & Features
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Project based Pricing, Cost Estimating and Risk Management HANA based add-on for project-centric companies running on SAP
Submit more compelling, accurate, confident, timely and profitable bids using our tool integrated to your SAP ERP and other business tools such as Primavera, Salesforce and MS Excel
Proposal Pricing and Project Estimating (version 2)
Getting Started 25
- Getting Started with iPE
- Getting Help
- How to Search for your Data in Lists
- How to Show More Columns in a Table
- Saving your List View
- Saving your Personalization Table as a View
- How to Download Lists to Excel
- Explains how to upload data from Excel into the iPE application.
- How do I Comment on Something?
- How to Upload Documents as Attachments
- How to View and Download Documents
- How to Track Milestones or Due By Tasks & Dates
- What is a Parametric Formula
- Defining Company Parameters
- What is a Base Parameter
- How to Tag My Estimate
- How to Define Tags (Custom Fields) for my Project or Proposal
- How do I know Who Changed my Document
- How to Log In and Out
- How to View/Edit User Preferences
- How to Change your Password
- How to Delete a Document
- How to Restore something you Deleted Earlier
- Project & Proposal-specific Formula
- How do Authorizations Work
Proposals or Capital Project Estimates 41
- What do the Columns in List Proposals or Projects mean
- How to Create a New Bid or Proposal (Set-up Tab)
- How to Create a Capital Project Estimate (Set-up Tab)
- How to Create a New Services Bid or Proposal (Set-up Tab)
- How to Create a Proposal or Project from a Template
- How to Edit Proposal or Project Requirements
- How to Enter Proposal Opportunity and Client Data
- How do I set Exchange Rates for my Proposal or Capital Project
- What are Proposal Phases or Sets
- Phase Definitions
- What are Capital Project Options
- How to Define Work-breakdown Structure in my Proposal or Capital Project
- Manual WBS Creation
- Marking a WBS as a Basis of Estimate
- Alternative Views of your WBS
- WBS Details
- How to Search for an Re-use Previous Project or Proposal Estimates
- Copying a Reference WBS or Cost Estimate
- What is the Design to Cost (DTC) for my Proposal or Project
- How do I add Line Items or CLINS to my Proposal
- How do I add Assets and Settlement Rules to my Capital Project
- How do I price-out Proposal Line Items
- How are Costs allocated from my Project Structure to Options or Deliverables
- How to Define Proposal Billing Plans or Payments
- How do I set Parameters for my Proposal or Project (e.g. Number of Drawings)
- How to Manage my Project Team
- How to Track Proposal or Capital Project Risks
- Integrating Proposal or Capital Project Schedules with Primavera
- Proposal or Capital Project Scheduling - Updating Program Dates
- Transferring Proposals or Capital Projects to SAP (closing the deal)
- Sending Baseline Costs to SAP
- Proposal Review & Pricing
- What is a Proposal P&L
- How do I Manage Proposal or Project Versions
- How to use different Cost or Billing Rate Sheets in a Proposal or Capital Project
- How to Perform and Independent Assessment of a Proposal or Capital Project
- How to Define a Strategic Investment for a Proposal or Capital Project
- How to Perform a Sweep Analysis (Scan for new source documents since costing which might impact the cost)
- Net Present Value Proposals or Project Estimates vs.Escalation to Future-date costs
- Managing Proposal or Capital Project Cashflow & Cost of Money
- Proposal or Capital Project History
Risks 15
- How to View your Risk Register?
- How to Add a New Risk
- How to Enter a Project Risk
- How to Assess the Impact of your Risk
- How to Determine the Risk's Probability
- How to Determine the Risk's Cost, Schedule or Performance Impact
- How is the Weighted Impact of a Risk Calculated
- How to Respond to a Risk
- What is a Risk Mitigation Plan
- What is Target Cost Impact & Probability
- What is my Risk Mitigation Plan's Improvement and Return on Investment
- Changing Target Impact by Mitigation Plan Task
- When is the Effect of Completing my Risk Mitigation Plan
- Formula-based Risk Contingencies
- Risk Adjusted Cost, Revenue and Margin Analysis
Executable Projects 4
Estimating 51
- How to Search for my Estimate
- What are the Estimating Requirements
- How to Start your Estimate (Work, Methods etc.)
- How to start your Capital Projects Estimating Input
- How to manually add task to deliverables ?
- How to Search and Re-use Prior Estimates
- Advanced Search for a prior work package
- Controlling what to Copy from the Reference Work Package
- Different Estimating Methods & Sources
- What are Estimate Assumptions or Remarks
- How to build a Labor Estimate
- List of resources in labor estimate
- How to Create Labor Estimates based on Formula
- What if my formula result is split between several resources?
- What is a Complexity Factor
- Complexity Factor vs. Similar-to Factor
- What does Working Days or Work-Time Mean
- How are Labor Costs Distributed over Time using a Curve
- How are the Hours (or Costs) per Month Calculated from a Distribution Curve?
- How are Labor Costs Distributed over Time Manually
- Creating Labor Estimates based on Prior History (Actuals)
- Changing Estimating Method in Resource List
- Creating Labor Estimates based on Prior Estimates (Plans)
- Integrating Labor Estimates with Primavera
- What is Material Estimating - Overview
- What is a Proposal Bill of Material
- Importing or Copying a Standard BOM
- How to Manage Estimating Parameters
- What is the Difference between Lead Time Offset & Distribution Curve Estimating
- How do I view / edit my Material Estimate
- Manufacturing Labor Hours for Materials
- Labor Cost Work Center Columns for Make-Parts
- How to Create Travel Estimates
- What is a Trip Template and how to I Create One
- How to Create Subcontractor Estimates
- Creating Estimates for Other Direct Costs
- Estimating Workflow & Due Dates
- How to Manage Risks in my Estimate
- What are Escalation Factors & How is Inflation Calculated
- Managing Confidence
- What are the Advanced Features - Proposal Bill of Material
- How to Estimate for Different Quantities
- How to Import an External Bill of Material
- Uploading a Bill of Material from Excel
- Configurable BOMs with Options & Features
- Estimating Material Cost using Tags or Features
- How to Import Formula Sets
- How are Purchased Parts Estimated
- How are Manufactured Parts Estimated
- What does the Costing Profile do in Cost Consolidated Bill of Material
Cost Model 13
- How to Generate the Cost Model
- Cost/Price Detail - WBS
- Cost/Price Detail - Workbench
- How to Select Pivot Table Rows & Columns
- Indirect Costs
- How to Filter the Cost Model
- Cost/Price - Cost in Source, Local, Company and Customer Currency
- Cost/Price Detail - Cash-flow Reporting
- Cost/Price Detail - View Billing Milestones
- Cost/Price Detail - Bill of Material Cost
- Cost/Price Detail - What is Cost of Money and NPV
- Updating Formula-based Costs for your Project
- Updating and Summarizing Costs for an Estimate
Reports & Advanced Topics 8
Setup, Master Data & Transaction History 12
- How do I search for Service Codes & Products?
- How does Basic or Key data works in Product or Service?
- How does Estimating Parameters works in Product or Service?
- How do I search for Labor or Resource Group?
- Resource or Labor Group - Details
- Resource or Labor Group - Resource
- What is Customers - List
- What is Suppliers - List
- Customers - Key Info
- Suppliers - Key Info
- Customer/Supplier - Contacts
- Purchasing Cost Source History
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