What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with...

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What’s New in SEER-H 7.3 The Galorath Team

Transcript of What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with...

Page 1: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

What’s New in SEER-H 7.3

The Galorath Team

Page 2: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

New Features

• Currency and Exchange Rate

(with Multi-Currency option)

• Addin Enhancement

• Local Quantity, Schedule Multiplier and Wraps/ Fee in Addin

• Refresh Catalog

• Refresh Labor Rates & Wraps/ Fee

• Rich Text Format & Attachments in Notes

• Project Scenarios

• Monte Carlo Risk Calculation

• File Autosave

• Copy and Paste in Multiple Elements

• Delete Element Notes in Selected Elements

Page 3: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

CURRENCY AND EXCHANGE RATE(WITH MULTI-CURRENCY OPTION)

Page 4: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Multi-Currency Option

Check the Multi-Currency option to display Currency and Exchange Rate parameters at

the element level.

Check the Multi-Currency option to display Currency and Exchange Rate parameters at

the element level.

Options/ Set Project Parameters

Page 5: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Multi-Currency Option

• When the Multi-Currency option is NOT checked, Currency and Exchange Rate defined in the Project Parameters dialog will apply to all work elements in the project. Project Parameters dialog can be accessed via the Options menu.

• Use the Multi-Currency option if you need to define specific work elements of your project in different currencies. The Currency and Exchange Rate parameters are enabled at the work element level on the Labor Rates, Costs & Factors tab when you check the Multi-Currency option.

• Currency and Exchange Rate data are stored in the SEER-H Data.ini file which can also be customized as required.

• Default project settings of the Currency Code, Exchange Rate, and Multi-Currency mode are stored in the SEER-H Settings.ini which can be customized as required. Please check to ensure that the default currency stored in the SEER-H Settings.ini exists in the currency table stored in the SEER-H Data.ini.

Page 6: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Edit Exchange Rates

Currency and Exchange Rate data are initially loaded from

the SEER-H Data.ini file in every new instance of SEER-H.

Currency and Exchange Rate data are initially loaded from

the SEER-H Data.ini file in every new instance of SEER-H.

Save and apply updated exchange rates for current instance of SEER-H and exit the Edit Exchange Rates dialog.

Go to Estimate/ Refresh Exchange Rates to update existing work elements with the new set of exchange rates.

Save and apply updated exchange rates for current instance of SEER-H and exit the Edit Exchange Rates dialog.

Go to Estimate/ Refresh Exchange Rates to update existing work elements with the new set of exchange rates.

Replace default exchange rates in the SEER-H Data.ini file.

Replace default exchange rates in the SEER-H Data.ini file.

Page 7: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Refresh Exchange Rates

If the new exchange rate is not the same as the

current rate, it will be shown in blue.

If the new exchange rate is not the same as the

current rate, it will be shown in blue.

After you click on the Refresh button, the Update Status column will show the

updated status for all work elements.

Locked exchange rates are bypassed.

After you click on the Refresh button, the Update Status column will show the

updated status for all work elements.

Locked exchange rates are bypassed.

Page 8: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Multi-Currency Summary Report

• Only available at the project/ rollup level when the Multi-Currency option has been enabled. It shows a cost summary in all the currencies that make up the total.

• Go to Options/ Set Project Parameters to enable the Multi-Currency option.

Page 9: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Work Element Cost Summary Report

• Only available at the project/ rollup level.

• Provides a cost summary for each subordinate element in its selected currency. Exchange Rate at the Rollup Level will adjust the rollup reported costs to reflect the selected rollup currency.

• Work elements that are excluded from rollups/ totals are displayed in gray fonts in this report. These elements will not be copied to the clipboard when you copy this report.

At project/ rollup, subelement costs are converted to rollup’s currency. At project/ rollup, subelement costs are converted to rollup’s currency.

Display currency code and exchange rate selected for each work element.

Display currency code and exchange rate selected for each work element.

Elements excluded from rollups/ totals are grayed out.Elements excluded from rollups/ totals are grayed out.

Page 10: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

ADDIN ENHANCEMENT

Page 11: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

New parameters in Additional Item

Local quantity parameter to multiply input hours or costs. Local quantity parameter to multiply input hours or costs. Option to multiply the Development Hours/

Material Costs by the number of Prototypes or the Production Hours/ Material Costs by production units.

Option to multiply the Development Hours/ Material Costs by the number of Prototypes or the Production Hours/ Material Costs by production units.

A choice to multiply the local quantity by duration or spread the total over duration.

A choice to multiply the local quantity by duration or spread the total over duration.

New cost category “Other” added to Development Labor and Material to include costs/ hours that do not fit well in the standard SEER-H cost activities.

New cost category “Other” added to Development Labor and Material to include costs/ hours that do not fit well in the standard SEER-H cost activities.

Page 12: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

New Cost Category “Other”

• Hours/ Material Costs passed through via the Addin will be reported at both the work element and higher level rollups.

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Wraps/ Fee in Addin

• Wraps/Fee parameters for development, production, system level costs are added to the Addin element at the bottom of the Labor Rates, Costs & Factors tab. Use these parameters to add wraps/ fee to the pass-through costs.

Wraps/ Fee reported separately in Development Labor by Category,

Production Labor by Category, Activity Report, and Development

Cost by Phase.

Wraps/ Fee reported separately in Development Labor by Category,

Production Labor by Category, Activity Report, and Development

Cost by Phase.

Page 14: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

REFRESH CATALOG/ LABOR RATES

Page 15: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

SEER-H7-3_Lookup.xls

• SEER-H7-3_Lookup.xls for additional items and labor rates lookup. • AddinTypes – Define Addin Types to categorize additional items

e.g. Travel

• AddinItems – Define Additional Items

e.g. Site Visits

• LaborTypes – Define Labor Types to categorize rates

e.g. Department or Division

• LaborRates – Define Labor Rates

e.g. Junior Electrical Engineer

• WrapsFeeTypes – Define Wraps/ Fee Types

e.g. Warranty

• WrapsFees – Define wraps/ fees

e.g. Technical Support Labor

Page 16: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

SEER-H7-3_Lookup.xls

Customizable.

Organize additional items by type or category.

Customizable.

Organize additional items by type or category.

Customizable.

Define and categorize additional items.

Customizable.

Define and categorize additional items.

Page 17: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

SEER-H7-3_Lookup.xls

Customizable.

Organize labor rates by department or division.

Customizable.

Organize labor rates by department or division.

Customizable.

Define and categorize labor rates.

Customizable.

Define and categorize labor rates.

Page 18: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

System DSN Setup

• Separate DSN to support Labor Rates lookup

• Can modify file path

DSN for Labor Rates.DSN for Labor Rates.

DSN for Additional ItemsDSN for Additional Items

Page 19: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Additional Item Input Dialog

• Search catalog available at each additional item

Page 20: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Labor Rate Input Dialog

• Search catalog available at both the Category and Lower Level labor rate parameters

Page 21: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Insert From Search Catalog Dialog

• Select a type to narrow down labor rates

Click here to open Search Catalog Dialog.

Click here to open Search Catalog Dialog.

Click here to open Search Catalog Dialog.

Click here to open Search Catalog Dialog.

Page 22: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Linked Parameters

Icon indicates parameter is linked.

Icon indicates parameter is linked.

DescriptionDescription

Icon indicates parameter is linked.

Icon indicates parameter is linked.

Page 23: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Refresh Catalog Items (or Labor Rates)

• After updating catalog items (or labor rates) in SEER-H7.3_Lookup.xls, refresh catalog items (or labor rates) in SEER. • Option 1 – Click on Refresh icon in Input dialog. Refresh only

the selected additional item (or labor rate) parameter.

• Option 2 - Estimate/ Refresh Catalog Items (or Labor Rates). Refresh multiple additional items (or labor rate parameters).

Page 24: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Refresh Option 1

Click here to refreshClick here to refresh

Indicate refresh is successful

Indicate refresh is successful

Indicate refresh failed; an UUID has changed.

Indicate refresh failed; an UUID has changed.

Page 25: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Refresh Option 2

Select additional items to update.

Select additional items to update.

Select labor rate parameters to update.

Select labor rate parameters to update.

Page 26: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

NOTES AND ATTACHMENTS

Page 27: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Notes and Attachments

• Notes information are now stored in a SQLite database instead of using three files (*.cdx, *.dbf, *.fpt) which are compressed.

• Enhanced edit functionality

• Attach files with notes.

Indicate files are attached to work element.

Indicate files are attached to work element.

Page 28: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

PROJECT SCENARIOS

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Project Scenarios

• Scenario information, just like notes, will be stored in a SQLite database.

• To create new scenarios, you no longer need to attach query commands to work element and/ or parameter notes.

• Use the new query dialogs instead.

• Query commands option, however, will remain available.

Page 30: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Manage Element Scenario Query

• Use this dialog to add/ edit scenario query for a work element. This dialog can be accessed via the right click context menu for work elements.

Page 31: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Manage Parameter Scenario Query

• Use this dialog to add/ edit scenario query for a parameter. This dialog can be accessed via the right click context menu for parameters.

Page 32: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Parameter Dialog

Page 33: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Scenario Options in Tools Menu

• The Tools menu now includes a new Scenario pull-right menu with three new options: • Review/ Edit Scenario (not in this release but coming soon)

• Clear Scenario Query Settings

• Set Parameter Entries as Defaults

Page 34: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Clear Scenario Query Settings

• Remove all scenario query settings for all work elements in the project. Scenario query settings include work element query information and parameter query information.

• A warning message box will appear for confirmation.

Page 35: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Set Parameter Entries as Defaults

• When enabled, parameters with user entries will be converted to default values when the scenario is saved. Applies only when using the File/ Save as Scenario command.

• When scenario is loaded, parameter values will appear as default/Knowledge Base settings (i.e., will not be in bold font).

Page 36: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

MONTE CARLO RISK CALCULATION

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Monte Carlo Risk Calculation

• Formerly known as Rollup Risk Calculation.

• Available at all work element levels.

• Monte Carlo Option dialog box allows users to choose between fully correlated and fully uncorrelated work element outcomes as well as to select the output types to perform Monte Carlo Risk Calculation.

• Enhanced performance.

• Can be performed in project with at most 10,000 Rollups.

Page 38: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Monte Carlo Options

Page 39: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Monte Carlo Risk Reports at Project/ Rollup

• At Project/ Rollup, only risk results for the assumed correlation between work element outcomes will be displayed. All parameters are assumed to be fully correlated.

Page 40: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Monte Carlo Risk Reports at Non-rollup

• At non-rollup, risk results are computed with the assumption that all parameters are fully correlated.

Page 41: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Risk Charts at Non-rollup

• The Risk charts for non-rollup have been redesigned to display Monte Carlo risk results when available. When Monte Carlo results are displayed, “Monte Carlo Simulation on” is added to the chart title next to the work element name.

Development Cost Risk at Non-Rollup (Monte Carlo is OFF)

Page 42: What’s New in SEER-H 7.3 The Galorath Team. New Features Currency and Exchange Rate (with Multi-Currency option) Addin Enhancement Local Quantity, Schedule.

Risk Charts at Non-rollup

Development Cost Risk at Non-Rollup (Monte Carlo is ON)