CiTR Repository

Template: Authority to Proceed (ATP) / Engineering Report (ER)


 
Object_Id               : 32
Title                   : Template: Authority to Proceed (ATP) / Engineering Report (ER)
Node_Type               : Production
Format                  : Microsoft Excel
Address                 : The template is on citr@citron; see below for access instructions
Keywords                : 
Abstract                : << The ATP/ER is to be used for all projects, including internal projects. >>
                          
                          The Authority to Proceed is the key document for initiating 
                          a proposal and also a project. 
                          
                          The Engineering Review Report is produced monthly, 
                          to report progress, resource usage and the financial 
                          situation of the project. 
                          
                          Notes:
                          
                          The "ATP Workflow" sheet & "ER Summary" sheet each have a "Print" button to
                          print the relevant sheets. 
                          
                          The ER part is fairly automated, once set up. The key thing to remember
                          is to first "freeze" the previous month's values in "white" cells 
                          in the "Financial Summary" sheet, BEFORE entering anything in 
                          "Resource Usage" or "Financial Summary" for the month you 
                          are working on.
                          
                          There are 3 types of ATP:
                            -  proposal (prepared in parallel with the proposal),
                            -  interim (sometimes, for large/long projects)
                            -  project (prepared during project startup - amending the 
                               earlier one(s), as necessary).
                          
                          For more information about ATPs & ERs, see the Project Manager Guide:
                          (a FrameMaker book in /citr/Engineering/Handbooks/PM Guide) 
                          
                               http://web/citr/Engineering/Handbooks/PM%20Guide/

                          
                          You need to register your ATP (get a number) - see:
                              http://repository:13531/more/UI_Metadata/public/1/55

                          
                          
Date_Entry_Created      : 18/09/96
Entry_Created_By        : jane
Date_Entry_Last_Modified: 22/01/98
Entry_Last_Modified_By  : jane
Asset_Qualification     : mandatory for Engineering use
Other_Opinions          : 
Contact_Person          : Norm Lawler or Peter Bell
IP_or_Copyright_Owner   : CiTR
Support_re_Ownership    : 
Date_Item_Created       : 21 October 1997 (version 4.2)
Usage_Conditions        : 
Support_re_Usage_Condns : 
Authors_and_Contributors: Peter Bell
                          Ricky Leung
                          Steven Wong
                          Adrian Mortimer
                          [others]
Projects_Used_In        : all
Obtained_From           : 
Derived_From            : earlier versions see:
                              http://web/citr/Templates/TEMPLATES-Eng/Old%20templates/

                          
Related_Items           : - ATP Register
                              see  http://repository:13531/more/UI_Metadata/public/1/55

                          
                          - Proposal Checklist (Excel document)
                              see  http://web/citr/Engineering/Handbooks/Proposal%20Checklist

                          
                          - Project Startup Checklist (FrameMaker)
                              see  http://web/citr/Engineering/Handbooks/Startup%20Checklist

                          
                          - Project Managers Guide (FrameMaker book)
                                http://web/citr/Engineering/Handbooks/PM%20Guide/

                          
                          - Project Manager's Handbook 
                               [put reference (or ref. Mgt &Ops manual?)]
                          
Template_is_for         : ATP - Authority to Proceed
Additional_Info         : The template is accessible on citr@citron as:  
                          
                           Templates
                             TEMPLATES-Eng
                                 ATP_ER_template_v4.2.xls
                          
                          (click on  http://repository:13531/more/UI_Metadata/public/1/86

                          for more information on accessing it.)
                          
                          Or, for Internet Explorer on PC, right click on the 
                          following link and select "Save Target As" -
                          
                              http://web/citr/Templates/TEMPLATES-Eng/ATP_ER_template_v4.2.xls.xlt

                          
                          (or, ideally - [not yet])    http://repository:13531/links/Current_ATP_Template

                          
                          (On Mac, click on the link, wait til it finishes (ignore gobbledygook) then
                          do a Save (as Source not Text). This should get you 
                          a copy which should work.
                          
                          

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