Can I backdate my time to earlier in the month or last month?
INTERNAL USE ONLY No, the limitation of backdating time is to 7 days prior or the beginning of the month, whichever is sooner. (ie. On the 10 th of a given month you can only add time since the 3 rd , you cannot add any time before then.)
How do I run a signed contract report?
INTERNAL USE ONLY Sign into RAP (Richardson’s Account Portal) via RAP.Richardson.com using the Richardson Email address provided or FirstName.LastName with the Richardson password. Select the Phoenix Application followed by Order from the Landing Page. Reports Along the header bar, select Reports followed by the…
Phoenix Time Glossary
INTERNAL USE ONLY 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…
Can I edit a deliverable?
INTERNAL USE ONLY Yes, any edits can be made up to 3 business days after the session has occurred or up to the last task for non-Training Sessions but will be locked thereafter for control purposes.
Using the task dashboard in PhoenixTracking
INTERNAL USE ONLY Task Dashboard The alternative to Deliverable Dashboard is the Task Dashboard which shows all tasks assigned to a user in a two-week run. This means that by the end of a given week the list will not be empty. This view is ideal to determine what one has to do for a given week and to aid in planning …
How do I log time in Phoenix Tracking?
INTERNAL USE ONLY The Date can be changed up to 7 days in the past except to cross a month. To add time, select the one that needs time incurred by clicking on the to the left of the task followed by the option. Once in the Time Screen, add the number of hours incurred for that task that day via quarter hour i…
How do I run a Phoenix Time report?
Since invoices are no longer submitted for payment, as needed a user can run the Time Report to determine how many hours were consumed against a particular client, project or period of time. This will show the hours incurred and payment amount (to be) made.
Do I need to be on the VPN?
INTERNAL USE ONLY Absolutely not, this application is secure and does not live behind the VPN
What are Tasks in Phoenix Time?
INTERNAL USE ONLY There are typically six categories associated with a billing project (unless it is a custom-scoped project) — Customizing Summary, Development of Classroom Activities, Customization of Handbook, Trainer Prep, Design Admin, and Post-pilot Revisions. The list below outlines what each task is comprised …
What is PhoenixTime?
INTERNAL USE ONLY PhoenixTime (PHX Time) is the time tracking version of Phoenix. This is where assignments are housed for a particular user. Kindly note that access to view entries made by any other user is not permitted. The credentials to log onto this application in most cases will be firstname.lastname in conjunc…
