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
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.
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)
You need to register your ATP (get a number) - see:
Date_Entry_Created : 18/09/96
Entry_Created_By : jane
Entry_Last_Modified_By : jane
Asset_Qualification : mandatory for Engineering use
Contact_Person : Norm Lawler or Peter Bell
IP_or_Copyright_Owner : CiTR
Date_Item_Created : 21 October 1997 (version 4.2)
Authors_and_Contributors: Peter Bell
Projects_Used_In : all
Derived_From : earlier versions see:
Related_Items : - ATP Register
- Proposal Checklist (Excel document)
- Project Startup Checklist (FrameMaker)
- Project Managers Guide (FrameMaker book)
- 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:
(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" -
(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.