We are now ready to create the Long Term Plan (menu item 5, Long Term Planning and Budgeting Menu, on the Main Menu). We will change some parameters for each family first to indicate how we want AMP to generate the Long Term Plan.
Select menu item 4, 5.4 Maintain Long Term Plan Parameters, using DIV1 as input. Press PgDn to page forward to screen 4 and enter a Long Term Plan Starting Date of January 1, 1990. Page forward to the fifth screen and change the planned audit cycle for a PAF of 3 to Periods 1,3 and 5 (move to the desired row and column using the cursor keys and enter an X to indicate an audit should be scheduled for that Period, or a SPACE to remove and X). SAVE (do not re-compute the Long Term Plan) and QUIT. Change the Start Date for the DIV2 file to January 1, 1990 also, but do not change its Cyclic Coverage Plan.
We can now use AMP to determine the optimal audit frequencies for the Audit Units.
Select menu item 1, 5.1 Maintain Long Term Plan Menu and then menu item 1, 5.1.1 Compute Suggested Audit Frequencies, to have AMP determine optimal audit frequencies for the Audit Units. Perform this operation on both DIV1 and DIV2 (it is not necessary to print a report). This will not take very long since there are only a few Audit Units.
Next, we will want to budget time for the special Audit Unit, Non-productive, in every Period.
To do this, select menu item 2, 5.1.2 Maintain Planned Audit Frequencies, using DIV2 as input and enter a PAF of 6.0 for that Audit Unit. Quit, but do not re-compute the Long Term Plan.
We have now entered all the necessary data to have AMP automatically create the Long Term Plan.
To do this select menu item 3, 5.1.3 Compute Planned Audit Frequencies and Default Long Term Plan. When the spreadsheet screen is displayed, use the SAVE command.
AMP has now created a complete default long term plan
using the Suggested Audit Frequencies, the Cyclic Coverage Plan
and the Standard Hours. Reports 5.3.2 Print Long Term Scheduled
Hours, 5.3.3 Print Long Term Plan - Audit Summary, 5.3.4 Print
Long Term Plan - Phase Summary, and 5.3.5 Print Long Term Plan -
Detail can be produced to view the Long Term Plan.
To complete the long term planning process, we must also record
Skill Hour Availability. Figure 16 summarizes the projected
availability of skill hours over the planning horizon. Because of
the small size of this example, each auditor has only 300 hours
available per year.
Figure 16: Long Term Skill Hours Inventory
Supervisor 1
|
Period 1
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Period 2
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Period 3
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Period 4
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Period 5
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Period 6
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Select menu item 2, 5.2 Maintain Long Term Skill Hours Inventory, using DIV1 as input (we do not need to do DIV2 because we are only using one Auditors file) and record the skill hours shown in Figure 16 for each auditor. Report 5.3.7 Personnel Skill Hour Requirements Report shows the balance of skill hours requirements versus availability.
This brings us to the end of this tutorial. We have skipped some sections of AMP in the interest of reducing the time requirements of the tutorial. We encourage you to explore the other features and experiment, perhaps by applying AMP to your own data.
