Phoenix – the Order to Cash application, which includes the former COMPASS log, Design Cal, TrainCal,

LTS and Excel files and replaces them with a family of applications for cohesiveness and fluidity

across business units.

 

Dashboard

Billing Project – formerly known as a billing sheet includes the deliverables to develop (ie. ILT, Leader

Guide, Toolkit)

Inactive Task/Project – a task/project that has been completed a while ago, is on indefinite hold for the time

being (ie. Client put a hold on the work) or expired (ie. Annual overhead tasks)

 

 

 

Billing Project

Name, Billing Project – the title of the billing project. Starts with client name, division, content (ie.

Richardson, CoWide, CSS)

Description, Billing Project – type of deliverable being customized (ie. 2 Day Standard ILT)

Project Type – how the hours incurred affect payment

                        Soft Budget – Billable: no matter how many hours are in the budget, all will be paid

                        Soft Budget – Non-Billable: all hours logged, only ones up to the budget are paid

                        Hard Budget: only hours up to the budget are permitted

Budget – hours scoped for the project. See Project Type to determine the limits

Group – the department the work is based on (ie. Consulting, Design)

 

Task Type

Internal Tasks – tasks that do not affect the budget as they have no planned hours (ie. Proof)

Independent Tasks – ones that have a budget and do not affect project completion (ie. Post Pilot)

Completed Tasks – anything finished which affect the overall completion of a project. All tasks must be

completed for a project to be marked completed and invoiced.