Document No.

Revision:

ENG/GRP/GUI/7001-13 A

Document:

Guide
Title:

Advitium Guide - CTR Creation

© December 2007 by Expro North Sea Limited — ALL RIGHTS RESERVED

The copyright in this document, which contains information of a proprietary and confidential nature, is vested in Expro North Sea
Limited. The content of this document may not be used for purposes other than that for which it has been supplied and may not be
reproduced, either wholly or in part, nor may it be used by, or its contents divulged to, any other person whosoever without written
permission of Expro North Sea Limited.

Contact Address:
Expro North Sea Ltd
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Dyce Avenue, Dyce
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Tel.: +44-1224-225800
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Expro North Sea Limited, 1st Floor, Davidson House, Forbury Square, Reading, Berkshire. RG1 3EU UK Reg. No. 1108011

Written By: F. Coche da Costa Reviewed By: As per Advitium Approved By: As per Advitium
Date: 21/12/07 Date: As per Advitium Date: As per Advitium

Template No.: ENG/GRP/TEM/4001 Rev.D

 ENG/GRP/GUI/7001-13 Guide

Rev. A Advitium Guide - CTR Creation

Revision List
Rev No. Description ECN No. Date
A First Issue N/A

The master copy of this document is held within the Expro Advitium PDM system.
Distribution is controlled by the Expro Advitium PDM system.

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Table of Contents
Section Page

1. INTRODUCTION.....................................................................................................4

2. CREATING THE CTR ADVITIUM OBJECT............................................................4

3. CREATING A CTR – SPREADSHEET....................................................................6

4. ATTACHING THE CTR SPREADSHEET..............................................................11

5. Releasing a CTR Object........................................................................................12

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1. INTRODUCTION
This guide has been written with the user in mind, who might be asked to or wishes to
know about creating a CTR (Cost Time Resource) file. This Guide is to be read in
conjunction with ENG/GRP/PRO/7002 CTR Creation and ENG/GRP/PRO/7001
Engineering Request Procedure.
2. CREATING THE CTR ADVITIUM OBJECT
 Log into Advitium
 Open the Documentation tab in Advitium to click on the CTR Estimate filter.
Then click on Create Object.

 Fill in all required information, tick ‘keep checked out’ and click on save to create the
entry.

 The object has now been created and a number was assigned automatically.

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 Next, the CTR template requires to be created.

3. CREATING A CTR – SPREADSHEET

 Open the template from the GE QMS.
 Save it to your desktop.
 Double-click the file to open. Where applicable confirm ‘Enable Macros’.

 Upon opening in Excel, you will be prompted to enter the CTR description, CTR
number as obtained when creating the CTR object in Advitium, and the daily
rate. You will also be given a chance to change the revision, from the default ‘A’.

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 The worksheet is currently still unpopulated. A CTR can have several

components or stages (tasks) that make up the quote, each of which can have
several activities.
 To add a new component/stage, click on ‘New Sheet’.

 Then specify the name of the new sheet and the overall task description.

 A new worksheet has been added with the option to add the activities.

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 In order to add an activity, click on ‘New Activity’. Choose ‘After Last Activity’ for
the initial activity.

 Then specify activity and confirm by clicking ‘Finish’.

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 All costs will be automatically calculated and updated on both the

component/stage/task sheet as well as the front sheet.

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 It is possible to modify or delete activities and add comments by using the

relevant macro buttons and following the on-screen instructions on the relevant
component sheets.

 After completing the sheet, save the excel file on your desktop. The following
screenshot has a few more activities added for illustration purposes.

4. ATTACHING THE CTR SPREADSHEET

 Open your Advitium object.
 Click on ‘Related Files’ and ‘Add Files’. Then browse for the file in question.

 Confirm by clicking on ‘Open’ and then ‘Upload All’.

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 Confirm by ‘Save’ and the file is attached.

5. RELEASING A CTR OBJECT

 After completing the CTR spreadsheet, having it attached to the Advitium CTR Object
and completed any changes as necessary, check the object back in.
 Then Add the CTR to a package.

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 Choose the ‘CTR Creation’ Package, add to ‘to validate’ and choose ‘vault reference’.
Confirm by clicking ‘Create’.

 The package will be created automatically. Give it a meaningful name, i.e. the CTR
number and choose the appropriate reviewer to review its contents. Click ‘Save’.

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 Under the new ‘Attachments’ tab on the left hand side panel, add any supporting
justification files or objects where applicable. Confirm that the CTR is correctly attached
under ‘To validate’.

 Once finished, go back to ‘Package Form’ and then click ‘send to process’. The CTR
will now be reviewed and released where appropriate.

 The CTR is now ready to be used in conjunction with a relevant ERF as per
ENG/GRP/PRO/7001.

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