Академический Документы
Профессиональный Документы
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Class Setup
Classroom and PC setup Make sure that you can log on to BrandOcean URL. Disable popup blockers. Data and information for Demo/Activity DDS classroom Company ID: PODIT PID:APTRAJNY (trainer) PID: AP01AJNY-AP20AJNY (students) Resources List the resources for this class. Quick cards (QC) BrandOcean General Procedures BrandOcean Estimates Brandocean elearning for General Features, Time and Orders Other BrandOcean Estimates setup and user guides Additional Information Total 2.5 hours
Welcome/Warm-up (5 min)
Course Objective Use BrandOcean estimates to create, maintain and approve Production estimates Key Concept/Message Review agenda Discuss handouts (qcards) Show them where elearning is for General Features,Time & Orders State overall course objective Demo/Activity Objectives Identify where Estimates fits into the Production workflow Log on to BrandOcean Navigate the screen Create/open a estimate Add Items/Materials Save and submit an estimate Approve/reject a estimate View and edit a estimate Reconcile an approved estimate Sort, filter and customize a list Print, email and export an estimate View and edit multiple estimates Search for estimates Create a ballpark estimate Merge estimates Create an order from an estimate
Class: BrandOcean Estimates Lesson 1: Log on and navigate around BrandOcean (10 min.)
Identify the criteria you will use to log on to BrandOcean so that you will be able to successfully log on.
URL assigned to agency PID and password assigned to log on to BrandOcean. BrandOcean is a web-based program that connects the production workflow. BrandOcean has a direct connection to mainframe so changes are immediately available on mainframe.
Go to BrandOcean Index URL: http://brandocean.ny.dds.net/ or Flash file:http://brandoceanstg.dds.net/mcs/ctrl/desktop Log on to BrandOcean using COMPANY ID: PODIT, PID:APTRAJNY, PASSWORD. Trainees will log on using IDs AP01AJNY to AP20AJNY
Class: BrandOcean Estimates Lesson 1: Log on and navigate around BrandOcean (10 min.) Objective(s) Demonstrate how to move around within BrandOcean so that you can locate existing estimates and create new ones. Key Concept/Message When you log in to BrandOcean, the Awaiting My Approval dialog appears. It lists all, if any documents awaiting your approva.l Tip of the day comes from UK Estimate list page contains application toolbar and Browse by pane, estimate list pane & Preview pane. Some toolbar buttons are enabled based on your security access and on whether an estimates is open or selected from the estimates list. The header section displays the client, product and job. It also displays the scheme, status, and estimate date. An optional estimate name and the estimate number assigned when the estimate is saved also display. The Work Code section contains the work codes for the selected scheme. Relevant work codes with their estimated amounts and descriptions are specified here. Details for items and materials based on units or hours are entered in The Items & Artists pane. The Financial Detail pane shows vendor information for the selected work code, including, where applicable, billing details, invoice number, amount and date. The Extra Information & Printing pane is used to enter details for required and optional user-defined fields (extra information), for adding header and footer text and specifying printing options. The Audit & Approvers pane captures an audit trail of changes made to the estimate. It also displays the estimate approver and comments. Demo/Activity Navigate screen review elearning concepts Toolbar Go to <home> Browse by, List and Preview pane Question: What information do you need to log on to BrandOcean? URL, Company ID, PID, Password
Class: BrandOcean Estimates Lesson 2: Create and save an estimate (20 min.)
Scenario/Analogy/ Business Case Scenario: You've been given the green light to create an estimate for your client Smith & Reynolds Spring Soap ad. Client - SRE Product - SO1 Job P00050 Job Name: Spring Soap ad est PHOTOG CASTING:500
Demo/Activity 1. Create estimate as per scenario. Client: SRE Soap product:SO1 Job: P00050 Name: Spring Soap ad est PHOTOG CASTING:500 NE PHOTO COPY: 300 color
2. Add black and white copies. Click Add Row button and add NE PHOTO COPY: 200 bw 3. Extra Information: ACCOUNT EXECUTIVE: Branden Smith 4. Suppress lines with zero amounts and no description. 5. Select Estimate narrative APTRAJNY submits to AP41AJNY AP01-40 submits to APTRAJNY Questions: 1. Where can you find the estimates awaiting your approval? 2. If you reject an estimate, what field do you need to complete?
The job requires color as well as black and white copies so create a second instance of the NE PHOTO COPY work code: 200 - bw. ACCOUNT EXECUTIVE is a required field.
Objective(s)
Key Concept/Message You can choose to add a header and/or footer to the estimate by selecting a standard narrative from the Standard Narrative search list or entering your own description of up to 1,000 characters in the Header/Footer fields. You can also choose to suppress the printing of lines. (Optional) You can select a PDF from the PDF format drop-down list.
Demo/Activity
Save an estimate
When an estimate is saved, it's assigned estimate numbers like 000062/5.1st number is 62 estimates in all and 5 is number of estimates for job.
Class: BrandOcean Estimates Lesson 3: Add Items and Materials (10 min.)
Demo/Activity Click Submit button. - APTRAJNY submits to AP41AJNY - AP01-40 submits to APTRAJNY
Class: BrandOcean Estimates Lesson 5: Approve and reject estimates (10 min.)
Scenario/Analogy/ Business Case In this scenario, you're an approver and you just received notification that you need to review an estimate for approval. After reviewing the estimate with your client, you will approve the estimate on their behalf.
Demo/Activity Approve estimate in Awaiting Approval folder ending in (A) and enter name of client that approved details. Reject an estimate - Reject estimate in Awaiting Approval folder ending in (R) and enter Approvers comments explaining why you rejected estimate. Question: 1. Where can you find the estimates awaiting your approval? 2. If you reject an estimate, what field do you need to complete?
Class: BrandOcean Estimates Lesson 5: Approve and reject estimates (10 min.) Scenario/Analogy/ Business Case
Objective(s)
Key Concept/Message To approve an estimate, you need to type the name of the client contact that has approved the estimate details in the Client Approver field. Approver's comments are optional when approving an estimate. An approved estimate cannot be changed unless you have security to do so. You can change the text but if you want to change the dollar amounts then you need to copy the estimate. You may want to reject an approved estimate, if you made a mistake on it, approved it in error or want to create another estimate to replace it as part of the current estimate. When an estimate is rejected, it needs to be copied before it is revised and resubmitted for approval. In order to reject an estimate, you need to open it and give a reason for rejecting it in the Approvers Comments field is required. Only In Progress or Rejected estimates can be deleted.
Demo/Activity
Scenario/Analogy / Business Case In this scenario, you need to revise the original estimate to reflect the increase in estimated cost. You will copy the already approved original estimate 00117 and revise the costs on the copied estimate. You will add costs to the Photography Casting work code and change the amount on the Photo Film/Processing work code.
Demo/Activity 1. Browse for estimate 00117 SRE Full Page Soap Est (Use). 2. Copy estimate w/Header & Footer. 3. Reject the original estimate. 4. Click the Estimate Name field. 5. Replace the current estimate name with Spring Shampoo ad rev1 and press Enter. 6. Click the highlighted amount cell for the K1 work code. 7. Type 500 and click the amount cell for the K3 work code. 8. Type 700 and click the Save button. Questions: 1. Which fields can you edit when you copy a job level estimate? Estimate date, name amounts and work codes
Class: BrandOcean Estimates Lesson 6: Revise an estimate (5 min.) Scenario/Analogy / Business Case
Objective(s)
Key Concept/Message Click the Copy Header & Footer checkbox if you want to copy over the header and footer. If you have security to reject estimates, you get a message asking if you want to reject the original estimate. If you reject an approved or submitted estimate, it now has a rejected status even if it was previously approved. Multiple estimates cannot be copied simultaneously. When copying estimates that have work codes with items there is a possibility that the item or item price may have changed since the estimate to be copied was created. Copied estimates are given the next available unique and job level sequential estimate number. The current estimate is defined as the sum of the approved estimates if NAE is set to Y, or the sum of approved and submitted estimates if NAE is set N.
Demo/Activity
Class: BrandOcean Estimates Lesson 7: View and edit multiple estimates (15 min.)
Scenario/Analogy/ Business Case In this scenario, use the Reconcile button to review costs for the PHOTOGRAPHY work code in estimate 000118 for SRE./SO1/P00044. Possibilities: You want to make sure you dont have any outstanding charges and all charges are received and billed for estimate number You want to see what vendor invoices have come in. You want to make sure you still have money available to spend.
Demo/Activity Use the Reconcile button to review costs for the PHOTOGRAPHY work code in estimate 000118 for SRE./SO1/P00044 1. Select estimate 000118. 2. Click the Reconcile button. 3. Select the PHOTOGRAPHY work code. 4. Expand the Work Code Breakdown pane. 5. Expand the Financial Detail pane.
Class: BrandOcean Estimates Lesson 8: Reconcile an approved estimate (10 min.) Scenario/Analogy/ Business Case
Objective(s)
Key Concept/Message the page to see more detailed information for the work code. View work code specific details in the Work Code Breakdown pane. This pane shows the work code description, amount and item details, where applicable. The Actual Charge column shows actual charges against each work code in the estimate. The Work code Breakdown pane allows you to view work code specific details as opposed to viewing details for the entire estimate. The Work code Breakdown pane shows the work code description, amount and items details, where applicable. The Financial Details pane allows you to view financial details for a specific work code. The Financial Details pane shows vendor information including vendor invoice number, amount and date and billing details, where applicable. The Type column shows the type of cost, for example, orders or charges. The Contra Account Code and Contra Account Name columns show the vendor or employee code and the name for the account. The Date and Ref columns show the applicable transaction date and reference (#?) for the transaction. The Billed and Description columns show
Demo/Activity
Class: BrandOcean Estimates Lesson 8: Reconcile an approved estimate (10 min.) Scenario/Analogy/ Business Case
Objective(s)
Key Concept/Message applicable billed amount and description for the transaction. The Hours column shows actual hours (billable, non-billable and chargeable) against the work code. The Amount column shows actual charges against the selected work code.
Demo/Activity
Class: BrandOcean Estimates Lesson 10: Search for an estimate (10 min.)
Class: BrandOcean Estimates Lesson 11: Print, email and export estimates (10 min.)
Class: BrandOcean Estimates Lesson 12: Create a ballpark estimate (15 min.)
Scenario/Analogy/ Business Case In this example, you will be working on multiple broadcast projects for client SRE so you want to create a ballpark that you can use as a template for each project. Client SRE is already selected in the Browse by pane.
Demo/Activity 1. Create ballpark estimate for :SRE SO1 Broadcast media 2. Click the Media dropdown list. 3. Select Broadcast. 4. Click the Name field. 5. Type Broadcast estimate template and click the Scheme dropdown list. 6. Select TVPROD - TV PRODUCTION. 7. Click OK. 8. The New Estimate tab displays. Enter the amounts for all the applicable work codes on this tab. 9. Click the amount cell next to TV COMM'L PROD. 10. Type 100 and click the amount cell for EDITING. 11. Type 200 and click the amount cell for VIDEO EDITING. 12. Type 500 and click the Save button. Note: You have to stage a broadcast job for SRE/SO1 if you want to show copy
Filter list to only display __________________Question: How do you filter for multiple items?
Now that youve narrowed your list you want to clean up the list and remove the ________ column.
Move/add/remove columns to display list in different ways. Question: How can you change the number of the columns in the list?
Class: BrandOcean Estimates Lesson 14: Create an order from an estimate (10 min.)
Class: BrandOcean Estimates Lesson 15: Internal estimate approval (10 min.) ***** Not available yet
Lesson 15: Internal estimate approval (10 min.) ***** Not available yet
Objective(s) Submit estimate for Internal estimate approval Key Concept/Message If internal approver in use, submitter specifies both internal and client approver when submitting. Internal approver only sees Approvers comment field and not Client Approver field when approving/rejecting. Either Internal approver or submitter can submit once internally approved. Submitter doesnt select client approver because approver was specified with 1st submittal. Check estimate for internal use only option on estimate header if approval ends with Internal estimate approver. Scenario/Analogy/ Business Case Create an estimate that requires internal estimate approval. Demo/Activity 1. Create the estimate. 2. Submit estimate 3. Select both internal and client approvers. 4. Explain three bullet points in Key Concept column.
Review / Wrap-up
Questions/Quizzes/Checklists/Self-evaluation
Review agenda items.