Getting Started
25 Articles
- 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
Proposals or Capital Project Estimates
41 Articles
- 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
Risks
15 Articles
- 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
Estimating
51 Articles
- 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
Cost Model
13 Articles
- 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
Setup, Master Data & Transaction History
12 Articles
- 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