Process Guide - ICN Analytics

A secure network platform that collects, analyses and presents your local content and jobs data, providing a

solution to the challenges in supply chain monitoring and reporting, to meet project requirements

Contact us:

analytics@icnvic.org.au | 03 9864 6700 | www.icnvic.org.au

Process Guidehttps://gateway.icn.org.au/mrs

This document has been designed to provide our ICN Analytics users with marketing

material, process flows, workflows and a high level user guide with notes throughout.

Please contact the ICN Analytics helpdesk for more information:

analytics@icnvic.org.au | 03 9864 6700 | www.icnvic.org.au

• Local spend data and employment hours directly from suppliers

• Complex project structures are easily set up and effortlessly scalable

Collect

• Validates data• Performs local content

and employment calculations

• Maps forecasts• Highlights variances

Analyse

• Real-time monitoring• User specific visibility• Supply chain

variances are colour coded

• Dashboard and downloadable reports

Present

Workflows• Build the project• Decide permission levels of each package • Add new package(s)

• Details• Reporting• Commitment Targets• State Commitment Targets

• Add/edit Line Item Commitments • Item Description• Contract Value• ANZ Content• State Content• Total Hours• ANZ Hours• State Hours• Total New Hours• ANZ New Hours• State New Hours• WDP Training Hours• State WDP Training Hours• WDP Disadvantaged Hours• State WDP Disadvantaged Hours

Prime Contractor • Reporting

• LIDP Summary by:• Package• Report Date• Revision Date

• Local Content Forecast• Local Content Commitment• Spend To Date• Estimate To Complete

Workflows• Add/edit Package Estimate To Complete

• Select Date• For Each Item:

• Contract Value• ANZ Content• State Content• Total Hours• ANZ Hours• State Hours• Total New Hours• ANZ New Hours• State New Hours• WDP Training Hours• State WDP Training Hours• WDP Disadvantaged Hours• State WDP Disadvantaged Hours

• Add/edit Package Spend To Date• Report Date• For Each Item:

• Contract Value• ANZ Content• State Content• Total Hours• ANZ Hours• State Hours• Total New Hours• ANZ New Hours• State New Hours• WDP Training Hours• State WDP Training Hours• WDP Disadvantaged Hours• State WDP Disadvantaged Hours

Subcontractor

Straight out of the box, ICN Analytics will be prepopulated with your top-level Project package, identified during the ICN facilitated workshop.

The following steps will help you build the project structure and add/edit contents.

tier 1 Project and lower level

packages

ProcessHow to Log-in and Use the Menu

• Right click on any package and you will see the menu options available based on data entered and permission levels

• ‘Package Details’ must be completed before new packages can be added

• Line Item Commitments must be entered before Spend to Date (STD) and Estimate to Complete (ETC) can be submitted

• Reports cannot be downloaded until STD and ETC data is submitted

log-in from the top left of the homepage

https://gateway.icn.org.au/mrs

• Edit Package Content & Permissions• Add New Packages• Line Item Commitments

Step 1 Collect: Building Your Project

• Add/Edit Spend To Date• Add/Edit Estimate To Complete

Step 2 Analyse: Populating Your Project Data

• LIDP Summary by:• Package• Report Date• Revision Date

Step 3 Present: Reporting• Local Content Forecast• Local Content Commitment• Spend To Date• Estimate To Complete

How To...User Guide

this is a Package but you’ll probably

hear it called ‘box’• Edit Package Content & Permissions

• Add New Packages• Line Item

Commitments

Step 1 Collect: Building Your Project

Right click on any package and you will see the menu options available

for your permission levels

Create Package & Add PermissionsRight click on the Package Edit Package Details

The content populated here informs the reporting, commitments, targets and subcontractor requirements for the Project

• Package Details• Project Reporting Details

including :• AEE Baseline Hours• Reporting Period, Start and

End date• Package Commitment Targets• State Commitment Targets

this process is repeated

for each new Package

at least one State is

required, can add more

Edit Package Content & PermissionsRight click on the Package Edit Package Permissions

This process is repeated for all Packages.

Manage:• Edit package permissions

• Edit Package details

• Add/Edit Line Item Item

Commitments

• Add New Package

• Add/Edit Package Spend

To Date

• Add/Edit Package

Estimate To Complete

• View LIDP onscreen

• Download reports

Save:• Add/Edit Package Spend

To Date

• Add/Edit Package

Estimate To Complete

• View LIDP onscreen

• Download reports

Read:• Download reports

email password notifications are

sent to each new userEach level of

permission will effect the user’s

view

Add New Packages & CommitmentsRight click on the Package Add New Package

This process is repeated for all new Packages

• Package Details• Project Reporting Details• Package Commitment Targets• State Commitment Targets

‘Package Details’ must be

completed before new packages can be added

Add State Commitment TargetsRight click on the Package Add New Package State Commitment Targets

At least one State must be added to each Project

this process is repeated

for each new Package

• Content Value• Hours• New Hours• WDP Training Hours• WDP Disadvantaged Hours• Add More States

Edit Line Item CommitmentsRight click on the Package Add/Edit Line Item Commitments

• Item Description• Contract Value• ANZ & State Content• Total Hours• ANZ & State Hours• Total New Hours• ANZ & State New Hours• WDP Training Hours• State WDP Training Hours• WDP Disadvantaged Hours• State WDP Disadvantaged Hours

this process is repeated

for each new Package

here you’ll see any child

packagesANZ Hours must be less

than Total Hours

Populate the fields by scrolling left to right, green indicates work is on target whilst red is a miss against the Project Commitments

• Add/Edit Spend To Date• Add/Edit Estimate To Complete

Step 2 Analyse: Populating Your Project DataSubcontractors

to complete

an error has been identified, please check

Subbies will only see their

packages

Add/Edit Spend To DateRight click on the Package Add/Edit Package Spend To Date

• Item Descriptions will be prepopulated from the Commitments

• Effective date is when the data is accurate (ideally submission date however it is understood that is not always possible)

• You can use “Save for Later” to check your numbers before submitting

only submit when absolutely sure,

there is no turning back

Populate the fields with your STD data by scrolling left to right A Red highlight indicates a form validation error, please check data

Line Item Commitments must be entered before STD and ETC can

be submitted

Add/Edit Estimate To CompleteRight click on the Package Add/Edit Package Estimate To Complete

• Item descriptions will be prepopulated from the Commitments

• STD date aligns with Spend To Date submissions

• You can use “Save for Later” to check your numbers before submitting

only submit when absolutely sure,

there is no turning back

always choose

latest date

Populate the fields with your ETC data by scrolling left to right A Red highlight indicates a form validation error, please check data

• LIDP Summary by:• Package• Report Date• Revision Date

• Local Content Forecast• Local Content Commitment• Spend To Date• Estimate To Complete

Step 3 Present: Reporting

all users can view reports

aligned to their permission levels

STD and ETC data must be submitted to

generate reports

Available ReportsRight click on the Package Show LIDP Summary

Right click on the Package Download Local Content Forecast

Right click on the Package Download Local Content Commitment

Right click on the Package Download Spend To Date

Right click on the Package Download Estimate To Complete

All downloadable reports display the latest submitted data.

Each spreadsheet is fully editable and contains notes to explain red cell discrepencies

ensure you have enabled

editing on Excel spreadsheet

Displays the latest submitted data prior to the selected LIDP Summary revision date

Reports cannot be downloaded until STD and ETC data is submitted

Right click on the Package Download LIDP Summary PDF

For all technical enquiries please contact: ICN Analytics Helpdeskanalytics@icnvic.org.au03 9864 6700

Subcontractors, in the first instance, please contact your Prime Contractor for any data/content enquiries

Helpdesk Support

https://gateway.icn.org.au/mrs