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Cleopatra Enterprise User Training - Cost Estimating Software

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<strong>Cleopatra</strong> <strong>Enterprise</strong><br />

<strong>User</strong> <strong>Training</strong><br />

Course summary<br />

<strong>Cleopatra</strong> <strong>Enterprise</strong> is a powerful tool that enables<br />

you to make your project a success. By using the<br />

estimating possibilities in <strong>Cleopatra</strong> <strong>Enterprise</strong>,<br />

you will be able to make a more accurate estimate<br />

quicker than ever before, helping you to control<br />

cost much better. Whether that cost is related to<br />

the execution of your projects, the tendering for<br />

projects or your purchasing projects, the <strong>Cleopatra</strong><br />

<strong>Enterprise</strong> <strong>User</strong> training is going to help you to get<br />

a better grip on the cost of it all.<br />

The <strong>Cleopatra</strong> <strong>Enterprise</strong> <strong>User</strong> <strong>Training</strong> focuses<br />

on the estimating module in <strong>Cleopatra</strong> <strong>Enterprise</strong><br />

showing multi-disciplinairy estimates from high<br />

levels to details. You will be given an insight in<br />

estimating quicker and more accurately as well<br />

as automating estimates through the use of the<br />

interfaces for Bills of Quantities or Material Take<br />

Off’s. You will also learn how you can save time on<br />

related processes through the use of workflow for<br />

your estimates.<br />

After an estimate has been made, you will need<br />

to present that estimate to others involved in<br />

your project. You will learn how to use <strong>Cleopatra</strong><br />

<strong>Enterprise</strong>’s extensive reporting module to present<br />

anything from project details for your team to<br />

business intelligence for your management.<br />

As practice makes perfect, the <strong>Cost</strong> Engineering<br />

Academy has included a number of practical<br />

assignments in this training for you to complete.<br />

This way you will gain hands on experience in<br />

using <strong>Cleopatra</strong> <strong>Enterprise</strong>.<br />

After the <strong>Cleopatra</strong> <strong>Enterprise</strong> <strong>User</strong> <strong>Training</strong> you<br />

know how to use <strong>Cleopatra</strong> <strong>Enterprise</strong> as an<br />

estimating tool for your projects. You will be able<br />

to use it for all cost related activities whether it is<br />

in conjunction with other software tools or other<br />

people. This course also is the basis on which the<br />

<strong>Cleopatra</strong> <strong>Enterprise</strong> Advanced <strong>User</strong> <strong>Training</strong> will<br />

build.<br />

What you will learn<br />

General introduction of the user interface<br />

<strong>Estimating</strong><br />

• Working with direct and indirect costs<br />

• Creating an estimate<br />

• Using assemblies<br />

• From a knowledgebase<br />

• Working on existing estimates<br />

• Using the advanced search and replace<br />

functionality<br />

• Updating your estimate according to a new<br />

contract agreement<br />

• Comparing your estimate to<br />

knowledgebase values<br />

• Interpreting the grand total screen<br />

• Using breakdown structures<br />

• Using revision control<br />

• Creating a take-off sheet<br />

• Linking files to your estimates<br />

Reporting<br />

• Viewing and configuring default reports<br />

• Customizing reports<br />

Excel Interfacing<br />

• Import & export of <strong>Cleopatra</strong> documents<br />

• Updating estimates with market quotes<br />

• Using a Bill of Quantity and Material Take Off<br />

Workflow<br />

• Organizing estimating processes through<br />

workflow<br />

• Configuring your workflow<br />

Support<br />

• Support system<br />

• Working with support issues<br />

All the topics listed will be accompanied by<br />

practical exercises.


<strong>Cleopatra</strong> <strong>Enterprise</strong> <strong>User</strong> <strong>Training</strong><br />

Who should attend<br />

This course is suitable for everyone who is or will be a user of<br />

<strong>Cleopatra</strong> <strong>Enterprise</strong>. If possible, groups will be composed of<br />

organizations that are supplementing each other to allow all<br />

participants to learn as much as possible. This course is aimed at:<br />

••<br />

••<br />

••<br />

••<br />

••<br />

••<br />

••<br />

••<br />

••<br />

••<br />

Project Managers / Directors<br />

Finance Project Executives / Managers<br />

Project engineers<br />

<strong>Cost</strong> Estimators<br />

Project <strong>Cost</strong> Engineers<br />

Discipline leads<br />

Members of the purchase department<br />

Members of a tendering team<br />

Work preparators<br />

All who are involved in technical projects, cost estimation,<br />

cost control and planning and contract review in their<br />

organizations<br />

Requirements<br />

There are no specific pre-requisites to be able to attend this<br />

course. However, a basic knowledge of cost engineering, its<br />

terminology and methods would be beneficial. You can obtain this<br />

knowledge by attending the Introduction Course <strong>Cost</strong> Engineering<br />

by the <strong>Cost</strong> Engineering Academy.<br />

Course duration<br />

The duration of this course is two days.<br />

Course dates and locations<br />

See www.costengineering.eu/academy for course dates.<br />

Course price<br />

Course price: Visit www.costengineering.eu/academy/registration<br />

Course materials: Included<br />

Drinks and lunch: Included<br />

www.<strong>Cost</strong>Engineering.eu<br />

Sales@<strong>Cost</strong>Engineering.eu

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