00:00:25.924 --> 00:00:30.723 It needs to be consistent across the board for project management
00:00:30.723 --> 00:00:35.085 for that line item for every project in EP, and there are a
00:00:35.085 --> 00:00:39.665 couple of other things that I want us to go through and really
00:00:39.665 --> 00:00:44.028 clean up in EP and that would be any management assist line
00:00:44.028 --> 00:00:48.681 items. Those should be allocated to the project management line
00:00:48.681 --> 00:00:49.044 item.
00:00:49.714 --> 00:00:53.669 Any random project management line item that was recently
00:00:53.669 --> 00:00:57.146 added that you have noticed Daniel's time to being
00:00:57.146 --> 00:01:01.236 reallocated to the correct project management line item and
00:01:01.236 --> 00:01:04.304 that it follows the right naming convention.
00:01:05.354 --> 00:01:08.624 Developer Assist line items.
00:01:09.994 --> 00:01:10.894 I.
00:01:13.274 --> 00:01:17.514 I could go back and forth on this one. It's very difficult to
00:01:17.514 --> 00:01:21.684 speak to a client about what that means when we're showing a
00:01:21.684 --> 00:01:25.787 project status report. So what I would like to see from the
00:01:25.787 --> 00:01:30.095 developer assist line item is that those items are reallocated
00:01:30.095 --> 00:01:33.855 to the actual feature that the assisting developer was
00:01:33.855 --> 00:01:34.744 assisting on.
00:01:37.364 --> 00:01:37.594 And.
00:01:38.464 --> 00:01:43.430 The next piece and kind of the biggest piece of this is I want
00:01:43.430 --> 00:01:47.844 us to take some time from our working session today, go
00:01:47.844 --> 00:01:52.574 through and make sure that all of your change requests that
00:01:52.574 --> 00:01:57.225 you've done on a project are actually put into EP and that
00:01:57.225 --> 00:02:02.269 the estimates have been updated with the change request as well
00:02:02.269 --> 00:02:06.762 as like the project management line, the QA line and the
00:02:06.762 --> 00:02:08.654 meetings line. And then.
00:02:08.764 --> 00:02:12.713 If you have projects that have credits and this is kind of the
00:02:12.713 --> 00:02:13.214 big one.
00:02:14.244 --> 00:02:18.407 It's gonna be a little bit interesting for historical
00:02:18.407 --> 00:02:23.496 projects, but we have been using the credit request for some time
00:02:23.496 --> 00:02:28.430 and one of the pieces within the credit request that we need to
00:02:28.430 --> 00:02:33.441 be accounting for is what line, what line item are we requesting
00:02:33.441 --> 00:02:35.214 this credit on? And so.
00:02:35.944 --> 00:02:39.887 If we go back into EP and apply the credit to that line item
00:02:39.887 --> 00:02:43.894 estimate, it's going to make our project status reports much,
00:02:43.894 --> 00:02:44.734 much cleaner.
00:02:45.994 --> 00:02:50.444 So I kind of wanna use today as a working session for everybody
00:02:50.444 --> 00:02:54.825 to dive in on those pieces so that we can make sure that EP is
00:02:54.825 --> 00:02:58.301 fully cleaned up and really ready for the sort of
00:02:58.301 --> 00:03:02.334 overarching goal of being able to automate project status
00:03:02.334 --> 00:03:06.436 reports. And it's also going to help us with next Friday's
00:03:06.436 --> 00:03:10.677 training, which is where we're going to be breaking out into
00:03:10.677 --> 00:03:14.501 individual rooms and going through each of our project
00:03:14.501 --> 00:03:15.544 status reports.
00:03:15.614 --> 00:03:19.451 For any line items that have gone over to keep those rolling
00:03:19.451 --> 00:03:20.834 change requests going.
00:03:22.364 --> 00:03:26.054 So I said a lot of words very quickly. Does anybody have any
00:03:26.054 --> 00:03:28.474 questions on what the goal of today is?
00:03:35.644 --> 00:03:36.114 Sweet.
00:03:37.734 --> 00:03:41.194 Does anybody have any projects they would like to volunteer to
00:03:41.194 --> 00:03:44.655 walk through to kind of give us a visual of what we're looking
00:03:44.655 --> 00:03:44.874 for?
00:03:46.114 --> 00:03:47.804 If not, I'll start picking on people.
00:03:53.534 --> 00:03:54.694 We can walk through A&E.
00:03:55.154 --> 00:03:58.064 Let's do it. Go ahead and share your screen. Good Sir.
00:03:57.074 --> 00:03:57.904 Pull it up.
00:04:00.204 --> 00:04:02.034 In the one second, let me get it ready.
00:04:10.334 --> 00:04:10.644 OK.
00:04:11.714 --> 00:04:15.919 Ohh, hold on before we dive in I wanna make sure that the BA is
00:04:15.919 --> 00:04:19.204 time is being accounted for in a useful way here.
00:04:20.804 --> 00:04:26.285 For the BA team, UM, this would be kind of a good time for you
00:04:26.285 --> 00:04:31.504 guys to at are you all fairly comfortable with how the real
00:04:31.504 --> 00:04:36.114 estimates worksheet is shaping up and being able to?
00:04:36.694 --> 00:04:40.138 Uh, fill those out and make sure that everything's going good
00:04:40.138 --> 00:04:43.638 there. Or does anybody need any additional support on that and
00:04:43.638 --> 00:04:46.915 know there have been some changes recently, so if you guys
00:04:46.915 --> 00:04:50.414 wanted to break out and kind of dive in on that piece and what
00:04:50.414 --> 00:04:53.802 it means when we update a RE estimates sheet and how we need
00:04:53.802 --> 00:04:56.024 to go back through the FSD and kind of?
00:04:56.184 --> 00:05:00.675 Uh, adjust those user stories to reflect whatever we talked about
00:05:00.675 --> 00:05:01.764 with the client.
00:05:03.504 --> 00:05:06.531 That's something you guys want to break out and tackle. Kyle
00:05:06.531 --> 00:05:07.374 Shelton, Preston.
00:05:07.254 --> 00:05:11.141 Yeah, I'd like to look at the the latest template for
00:05:11.141 --> 00:05:13.084 estimates and re estimates.
00:05:11.934 --> 00:05:16.633 Yeah, I have a demo coming up here in 10 minutes or no, sorry
00:05:16.633 --> 00:05:16.784 6.
00:05:17.814 --> 00:05:18.774 6-7 minutes.
00:05:19.774 --> 00:05:22.935 About but I will send that template over if y'all wanna
00:05:20.104 --> 00:05:20.484 Eat.
00:05:22.935 --> 00:05:26.548 look at it. I have like a proof of concept I can send that over
00:05:26.548 --> 00:05:27.394 to you Shelton.
00:05:28.134 --> 00:05:28.984 Sounds good.
00:05:29.454 --> 00:05:33.233 We and if you guys wanted to break out while we're doing EP
00:05:33.233 --> 00:05:37.201 exercises and kind of dive in on that piece and then just make
00:05:37.201 --> 00:05:41.169 sure you record it and then I will review and then we can come
00:05:41.169 --> 00:05:45.199
make sure we're all on the same
00:05:45.199 --> 00:05:45.514 page.
00:05:47.204 --> 00:05:48.294 Sounds good.
00:05:48.824 --> 00:05:49.974 Alrighty, beautiful.
00:05:50.804 --> 00:05:53.334 Sorry, Trenton. Over to you. Good Sir. Let's dive in.
00:05:53.954 --> 00:06:00.178 OK, so ANAE is a little weird at the moment, but Stephanie and I
00:06:00.178 --> 00:06:06.306 were talking about this earlier. So basically what I need to do
00:06:06.306 --> 00:06:08.604 is I need to go through.
00:06:10.804 --> 00:06:15.886 The RE estimates sheet that we have for A&E, which was fun
00:06:15.886 --> 00:06:16.854 to find. UM.
00:06:17.824 --> 00:06:22.484 And I need to take all of the stuff from reestimating and
00:06:22.484 --> 00:06:27.064
hours that we have in EP.
00:06:28.014 --> 00:06:28.494 Uh.
00:06:30.104 --> 00:06:34.624 And obviously this would this would vary for change requests.
00:06:34.624 --> 00:06:39.290 Uh. So for example, if you had 100 hours for project management
00:06:39.290 --> 00:06:43.154 and then had to change requests that added 10 hours.
00:06:43.504 --> 00:06:47.762 Uh, and and this is something that I need to clean up here
00:06:47.762 --> 00:06:51.514 with ANAE is it needs to scriptions we should have.
00:06:52.714 --> 00:06:58.024 The initial estimate. So for example uh from reestimating.
00:06:58.764 --> 00:07:02.387 Uh, we'll say 100 hours just because I'm not looking at it
00:07:02.387 --> 00:07:05.334 right now. And then if we had a change request.
00:07:07.614 --> 00:07:11.474 The added say 20 hours to project management.
00:07:12.184 --> 00:07:16.861 Then this should be I'm gonna delete right now. No, don't
00:07:16.861 --> 00:07:18.474 delete the activity.
00:07:19.204 --> 00:07:20.144 Uh.
00:07:21.424 --> 00:07:23.544 Ohh why did it take me to prop? That's weird.
00:07:25.204 --> 00:07:26.164 That was being sorry.
00:07:26.634 --> 00:07:27.114 Ah.
00:07:27.284 --> 00:07:29.294 How are you 2 sharing a login right now?
00:07:30.004 --> 00:07:30.954 Yeah, probably.
00:07:30.474 --> 00:07:33.554 I think I've logged in as PM team, but I do have my own login
00:07:33.554 --> 00:07:36.435 but for some reason when I'm logged in it doesn't show me
00:07:36.435 --> 00:07:39.465 like the line items that have been closed out, so that's why
00:07:39.465 --> 00:07:42.396 I've been using the PM one still. But anyways, sorry about
00:07:42.396 --> 00:07:42.644 that.
00:07:43.044 --> 00:07:43.544 No worries.
00:07:45.414 --> 00:07:49.809 So then in that case, whenever we get that change request,
00:07:49.809 --> 00:07:54.428 you'd want to go in and adjust in the description where those
00:07:54.428 --> 00:07:56.364 hours came from, and then.
00:07:57.324 --> 00:08:02.051 Adjust your hours to match that, so this would be to 120 in that
00:08:02.051 --> 00:08:02.414 case.
00:08:03.514 --> 00:08:08.293 Uh, but a ANAE in particular is a little weird right now
00:08:08.293 --> 00:08:08.964 because.
00:08:10.814 --> 00:08:15.724 I cannot find any documentation of any re estimates on Basecamp
00:08:15.724 --> 00:08:16.644 or in teams.
00:08:18.864 --> 00:08:22.974 So basically what's gonna happen is I'm going to go through, I'm
00:08:22.974 --> 00:08:26.895 gonna get the reestimating that we have from the RE estimates
00:08:26.895 --> 00:08:27.274 sheet.
00:08:28.034 --> 00:08:28.804 And.
00:08:29.194 --> 00:08:32.264 The one based on the call that we reviewed today.
00:08:32.284 --> 00:08:37.200 Yes. Uh. And and I did save that to teams as well. So that's
00:08:37.200 --> 00:08:42.035 that's in there now and I also want to I wanna post that in
00:08:37.734 --> 00:08:38.184 Good job.
00:08:39.704 --> 00:08:39.974 Cool.
00:08:42.035 --> 00:08:46.144
the clients have it.
00:08:46.624 --> 00:08:47.314 Mm-hmm.
00:08:46.854 --> 00:08:47.374 Uh.
00:08:48.604 --> 00:08:52.894 And then figure out exactly where everything is over.
00:08:54.124 --> 00:08:58.481 Which is going to be a lot of this stuff and start working
00:08:58.481 --> 00:09:03.133 that into a change request that I can give to them when I do a
00:09:03.133 --> 00:09:04.314 demo on Tuesday.
00:09:05.584 --> 00:09:11.524 Very nice. Can you click into ANAE Dash CEF under the project
00:09:11.524 --> 00:09:15.834 name. So before you get into the activities.
00:09:17.644 --> 00:09:19.234 Has everybody seen this view?
00:09:24.114 --> 00:09:26.864 This view right here shows.
00:09:26.954 --> 00:09:31.859 Uh, the overall estimated hours for the activity and this should
00:09:31.859 --> 00:09:36.386 match, at least at the very beginning of a project. What we
00:09:36.386 --> 00:09:41.215 have in the real estimates as we move through the project, it's
00:09:41.215 --> 00:09:46.120 going to, it should match up to any change requests that we have
00:09:46.120 --> 00:09:50.722 added to the project as well as the real estimates. So if we
00:09:50.722 --> 00:09:55.552 started a project at 500 hours from the real estimates and then
00:09:55.552 --> 00:09:56.834 we ended up with.
00:09:57.114 --> 00:10:02.388 60 hours of change request. The expected result is that the
00:10:02.388 --> 00:10:07.046 estimated hours for all activities line item in this
00:10:07.046 --> 00:10:12.496 view would show 560 and then you can go back through and just
00:10:12.496 --> 00:10:18.297 high level at a glance. Click on this and be like Oh my goodness,
00:10:18.297 --> 00:10:18.824 we're.
00:10:18.924 --> 00:10:19.574 You know.
00:10:20.624 --> 00:10:24.657 30 hours from completion of the project. Now I need to go do a
00:10:24.657 --> 00:10:28.881 deep dive. Make sure that all of the the backlog is supportive of
00:10:28.881 --> 00:10:32.913 that 30 hours. So this is kind of where we start this process.
00:10:32.913 --> 00:10:37.073 This is our litmus test. We need to make sure that the estimated
00:10:37.073 --> 00:10:41.106 hours that we have to work with this project as well as all of
00:10:41.106 --> 00:10:45.074 the change requests and credits are accounted for in here. So
00:10:45.074 --> 00:10:48.658 that when we're presenting financial information to the
00:10:48.658 --> 00:10:50.194 client, whether that is.
00:10:50.804 --> 00:10:54.382 In terms of just talking about it, with them actually walking
00:10:54.382 --> 00:10:57.844 through a project status report, uploading a project status
00:10:57.844 --> 00:11:01.017 report or whatever, it's accurate and it's going to be
00:11:01.017 --> 00:11:04.594 reflective because one of the things that can tend to happen.
00:11:05.894 --> 00:11:10.987 Is if we don't update this, it gets very, very squarely. So I
00:11:10.987 --> 00:11:16.243 wanna show you a project where this did not go well. So Trenton
00:11:16.243 --> 00:11:18.214 if you can pull up calf.
00:11:18.604 --> 00:11:18.884 Sure.
00:11:29.384 --> 00:11:30.024 Let me see.
00:11:32.174 --> 00:11:35.180 Ah, I might have actually cleaned this one up a little
00:11:35.180 --> 00:11:36.164 bit. No, I didn't.
00:11:40.584 --> 00:11:41.234 So.
00:11:43.254 --> 00:11:44.984 If you were handed a project.
00:11:46.184 --> 00:11:49.654 And this was your first view. What?
00:11:50.364 --> 00:11:52.374 What is your take away from this screen?
00:11:53.694 --> 00:11:57.092 Somebody was not putting their change requests or not updating
00:11:57.092 --> 00:11:59.464 their estimates with their change requests.
00:12:01.634 --> 00:12:01.954 Yes.
00:12:03.304 --> 00:12:04.584 Or their credits.
00:12:09.504 --> 00:12:10.434 Or.
00:12:11.864 --> 00:12:15.439 The project is very, very negative, so if you see a
00:12:15.439 --> 00:12:19.494 differential between the two numbers this high, this is an
00:12:19.494 --> 00:12:20.594 immediate queue.
00:12:21.474 --> 00:12:25.429 Something needs to be done and it could be that we need to talk
00:12:25.429 --> 00:12:28.705 with the client. It could be that we need to get our
00:12:28.705 --> 00:12:32.475 documentation in a row and one of the best steps we can take
00:12:32.475 --> 00:12:36.306 for client satisfaction is to make sure that we have our side
00:12:36.306 --> 00:12:39.952 of the street clean from the very beginning and so this is
00:12:39.952 --> 00:12:43.104 incredibly challenging when it gets to this point.
00:12:44.124 --> 00:12:48.072 But the more that we can keep up on it, the faster it will be.
00:12:48.072 --> 00:12:52.019 And one of the things that tends to happen, and this is a call
00:12:52.019 --> 00:12:55.716 out that I wanna make to anybody that has projects in this
00:12:55.716 --> 00:12:59.351 cadence, if you have a project that is doing Sprint based
00:12:59.351 --> 00:13:03.423 invoicing in your invoicing them for all the work going into the
00:13:03.423 --> 00:13:07.246 Sprint, it's your responsibility to go in and make sure that
00:13:07.246 --> 00:13:11.131 you're updating the line items00:13:11.131 --> 00:13:14.514 them for. Additionally, if you have a client that is.
00:13:14.724 --> 00:13:18.385 Getting a credit applied with each invoice, so if we're
00:13:18.385 --> 00:13:22.047 talking Tasco or bid or something along those lines, we
00:13:22.047 --> 00:13:25.773 need to make sure that we're going in and accounting for
00:13:25.773 --> 00:13:29.434 that, so that when we're actually showing the financial
00:13:29.434 --> 00:13:33.684 status of the project, it makes sense to not only ourselves, but
00:13:33.684 --> 00:13:37.868 to them. And it's gonna be a lot easier to explain what's going
00:13:37.868 --> 00:13:41.594 on. If you have a really high fidelity visual into that.
00:13:42.974 --> 00:13:46.169 It's a little bit more work up front, which is why I want us to
00:13:46.169 --> 00:13:48.914 have some breakout time today to really clean that up.
00:13:50.194 --> 00:13:53.808 But once we get everything cleaned up and we are in a good
00:13:53.808 --> 00:13:57.851 spot with EP, it's going to make life a lot easier moving forward
00:13:57.851 --> 00:14:01.833 if we just get into the habit of doing it. And one of the things
00:14:01.833 --> 00:14:05.814 that I want to stress is that it does have to become habit. This
00:14:05.814 --> 00:14:09.674 is not something that we could just set and forget. We have to
00:14:09.674 --> 00:14:13.655 go in and make sure that we are maintaining the financial health
00:14:13.655 --> 00:14:17.024 of the project from the project management standpoint.
00:14:17.704 --> 00:14:21.850 Yes, of course. There's a lot of hats that we have to wear, but
00:14:21.850 --> 00:14:25.802 at the end of the day, it's our job to make sure that we are
00:14:25.802 --> 00:14:29.624 monitoring the hours of the projects and we are monitoring
00:14:29.624 --> 00:14:33.511 the financial health and helping ensure that the project is
00:14:33.511 --> 00:14:37.333 successful. But at the end of the day, we get paid for the
00:14:37.333 --> 00:14:41.608 effort that we're putting in and the easiest way to do that is to
00:14:41.608 --> 00:14:45.754 make sure that we are on top of it by being incredibly detailed
00:14:45.754 --> 00:14:48.734 oriented in terms of what we're putting into.
00:14:48.824 --> 00:14:51.234 All of our reporting clear as mud.
00:14:53.084 --> 00:14:55.814 Everybody know what they need to be working on in the background.
00:14:57.864 --> 00:14:59.684 I guess I have one small question.
00:15:00.044 --> 00:15:00.394 No.
00:15:00.984 --> 00:15:05.056 For example, if you if you didn't like if you were just
00:15:05.056 --> 00:15:09.346 super busy at one time, right when you know you need to go
00:15:09.346 --> 00:15:10.654 update this stuff.
00:15:12.394 --> 00:15:16.112 Would it be a good rule of thumb right here on the project?
00:15:16.112 --> 00:15:19.767 Estimated hours? Uh. Say we got like a change request that
00:15:19.767 --> 00:15:20.634 included like.
00:15:21.694 --> 00:15:26.894 50 hours or something like that to go through and just add the
00:15:26.894 --> 00:15:28.544 50 hours right here.
00:15:29.344 --> 00:15:29.604 I.
00:15:30.554 --> 00:15:31.074 John.
00:15:30.794 --> 00:15:33.650 Because I I don't know if this affects anything right here or
00:15:33.294 --> 00:15:36.004 I don't know what that line is for.
00:15:33.650 --> 00:15:33.834 not.
00:15:38.464 --> 00:15:43.425 I would say it might be better to just put a quick note in the
00:15:43.425 --> 00:15:44.684 description box.
00:15:45.274 --> 00:15:45.624 OK.
00:15:47.394 --> 00:15:51.428 Because I don't know how that impacts, because I I saw I was
00:15:51.428 --> 00:15:55.593 actually doing this the other day for CCS, which was actually,
00:15:55.593 --> 00:15:59.692 that's a very interesting one. If you wanted to pull that one
00:15:59.692 --> 00:16:00.684 up and show to.
00:16:01.054 --> 00:16:01.704 Sure thing.
00:16:01.124 --> 00:16:05.493 Umm cause that has some strange nuances that you might run into
00:16:05.493 --> 00:16:06.994 on inherited projects.
00:16:08.534 --> 00:16:13.109 But there was a a line in there for CCS that I wasn't really
00:16:13.109 --> 00:16:17.684 seeing. See it's got 450 in there and I wasn't really seeing
00:16:17.684 --> 00:16:21.134 that reflected in the line items necessarily.
00:16:22.204 --> 00:16:22.514 Mm-hmm.
00:16:23.704 --> 00:16:25.554 But if you.
00:16:26.504 --> 00:16:30.682 Go back to the line items themselves the and we Scroll
00:16:30.682 --> 00:16:35.696 down. There was some weird stuff in here that is something I want
00:16:35.696 --> 00:16:40.329 to call out and have you guys keep an eye out for. So you're
00:16:40.329 --> 00:16:44.887 gonna see down towards the bottom. There's gonna be 2 lines
00:16:44.887 --> 00:16:45.874 for shore up.
00:16:46.864 --> 00:16:48.474 And credited hours.
00:16:49.554 --> 00:16:50.924 These had.
00:16:51.714 --> 00:16:56.220 Estimations and completed hours and there's another one right at
00:16:56.220 --> 00:17:00.517 the top before the blank section here that was 250. So if you
00:17:00.517 --> 00:17:02.874 scroll all the way down it'll be.
00:17:04.434 --> 00:17:08.164 Right at the top before the two Blanks 250 right there.
00:17:08.614 --> 00:17:13.705 Uh, these line items. I I don't wanna see us break it out this
00:17:13.705 --> 00:17:18.311 way because this is going to show up on a project status
00:17:18.311 --> 00:17:22.755 report and it's going to show the credited hours as an
00:17:22.755 --> 00:17:27.927 individual line item with hours worked and hours estimated. And
00:17:27.927 --> 00:17:32.613 so when I was cleaning this up there, the one down at the
00:17:32.613 --> 00:17:37.462 bottom for June actually had a hours estimation in there of
00:17:37.462 --> 00:17:41.744 around 500 hours and it was throwing off the budget.
00:17:41.824 --> 00:17:46.955 Percentage of the the project status report to make it look
00:17:46.955 --> 00:17:48.494 like we still had.
00:17:50.794 --> 00:17:55.323 Like an additional 30% to go for the project completion, but this
00:17:55.323 --> 00:17:59.234 is really not reflective of where the project was at. So
00:17:59.234 --> 00:18:03.488 there's going to be some line items in here that don't make a
00:18:03.488 --> 00:18:07.811 lot of sense and it's incumbent on us to use our best judgment
00:18:07.811 --> 00:18:12.134 to make sure that it's cleaned up. And this is also one of the
00:18:12.134 --> 00:18:16.250 projects that I was talking about where you see these weird
00:18:16.250 --> 00:18:20.024 like zero to five dash sage integration, invoice sync.
00:18:20.804 --> 00:18:24.690 The project management line item on this when we automated
00:18:24.690 --> 00:18:28.311 Daniel's billable time, it created a brand new project
00:18:28.311 --> 00:18:29.694 management line item.
00:18:30.824 --> 00:18:34.968 That was way off and so I had to make sure that Daniel was
00:18:34.968 --> 00:18:39.462 assigned to both line items so that I could reallocate his time
00:18:39.462 --> 00:18:43.746 to the project management time and then delete the excessive
00:18:43.746 --> 00:18:48.381 item and then update the name of the project management line item
00:18:48.381 --> 00:18:52.946 that had hours allocated through the life of the project to just
00:18:52.946 --> 00:18:57.230 say project management. So I want us to get consistent about
00:18:57.230 --> 00:19:01.654 how we do this. I want to make sure that we are not adding in.
00:19:03.614 --> 00:19:07.449 Management assist project management should always be just
00:19:07.449 --> 00:19:08.684 project management.
00:19:09.924 --> 00:19:14.876 I would like to see us remove any verbiage about internal or
00:19:14.876 --> 00:19:20.071 customization, and I would like to make sure that we don't have
00:19:20.071 --> 00:19:25.266 any discrepancies like this 005 dash that things aren't started
00:19:25.266 --> 00:19:30.298 with like the client acronym. It's literally just the name of
00:19:30.298 --> 00:19:35.006 the line item so that it's clear, concise, and consistent
00:19:35.006 --> 00:19:36.954 across all the projects.
00:19:37.984 --> 00:19:38.804 That makes sense.
00:19:40.534 --> 00:19:41.124 Yes.
00:19:40.684 --> 00:19:41.804 Yes it does.
00:19:42.354 --> 00:19:42.924 Alright.
00:19:43.394 --> 00:19:44.634 I have a question.
00:19:44.584 --> 00:19:45.324 Yeah, go ahead.
00:19:45.974 --> 00:19:49.777 So I did this. What's it called? The stuff for the line items for
00:19:49.777 --> 00:19:53.176 a couple yesterday, so if you could pull up Trenton handy.
00:19:53.176 --> 00:19:56.402 Because when I did, the management assist line, I moved
00:19:56.402 --> 00:19:59.628 all those. I did all the stuff to move it, but I didn't
00:19:59.628 --> 00:20:02.624 necessarily delete the line item. I just closed it.
00:20:03.904 --> 00:20:05.884 And took the hours off and added it there.
00:20:06.504 --> 00:20:09.539 And I'm taking ownership. I told her to do that because I didn't
00:20:06.534 --> 00:20:06.914 OK.
00:20:09.539 --> 00:20:12.527 know we were deleting them, so I figured best practice, they'll
00:20:11.474 --> 00:20:11.894 I.
00:20:12.527 --> 00:20:14.814 leave them until we knew what we were doing. So.
00:20:12.774 --> 00:20:13.024 I.
00:20:14.714 --> 00:20:18.787 I think it's fine, but let's quick run a project status
00:20:18.787 --> 00:20:23.151 report. Well, let's run the CRM and then run project status
00:20:23.151 --> 00:20:27.660 report for handy just to see if that line item is present and
00:20:27.660 --> 00:20:29.114 that'll be our test.
00:20:29.914 --> 00:20:33.084 I had the CRM thing open but it's gone now.
00:20:35.134 --> 00:20:38.822 Alright, let me see if I can. Quick go run the tool. Has
00:20:38.822 --> 00:20:40.374 anybody done that today?
00:20:39.394 --> 00:20:41.544 I need to I need to bookmark this.
00:20:46.334 --> 00:20:47.774 That's demo stuff.
00:20:48.864 --> 00:20:49.714 Here we are.
00:20:53.794 --> 00:20:58.065 My safe to presume everyone on this call knows how to run this
00:20:58.065 --> 00:20:58.404 tool.
00:21:01.104 --> 00:21:01.474 Yes.
00:21:02.594 --> 00:21:02.834 OK.
00:21:04.944 --> 00:21:06.934 I'm going to take that as a yes across the board.
00:21:11.544 --> 00:21:12.154 I don't know.
00:21:13.094 --> 00:21:15.014 I'm not trust in that Reddick guy.
00:21:17.834 --> 00:21:18.624 It's shifty.
00:21:22.074 --> 00:21:23.004 He's not listening.
00:21:24.414 --> 00:21:26.374 And you invoke my name hello.
00:21:28.394 --> 00:21:31.004 I invoked your name in a harassing way.
00:21:29.404 --> 00:21:29.954 Welcome.
00:21:31.764 --> 00:21:32.194 Welcome.
00:21:32.344 --> 00:21:34.134 Beetlejuice, Beetlejuice, Beetlejuice.
00:21:34.134 --> 00:21:37.834 Yeah, you have to click your heels together and believe.
00:21:38.384 --> 00:21:41.434 Umm, I mean, I was just harassing you.
00:21:38.614 --> 00:21:39.684 But yeah, I'm here.
00:21:42.024 --> 00:21:43.954 Oh, OK, OK, well, that's fine.
00:21:44.674 --> 00:21:46.434 I mean, didn't really.
00:21:47.254 --> 00:21:50.604 Land as well as I wanted it to, unfortunately. But you know.
00:21:49.864 --> 00:21:52.814 I'm not worthy of some things, but I am worthy of that. So
00:21:52.814 --> 00:21:53.314 thank you.
00:21:55.044 --> 00:21:58.184 I I just wanted it to land more like.
00:21:59.584 --> 00:22:01.444 Yeah, it's fine. It's not funny anymore.
00:22:02.024 --> 00:22:05.302 Let's just keep talking about it so it keeps not being funnier
00:22:05.302 --> 00:22:06.134 and not funnier.
00:22:05.734 --> 00:22:06.644 No, no.
00:22:06.804 --> 00:22:07.134 OK.
00:22:07.794 --> 00:22:11.254 Alright, so yeah, all that happens is it just shows up on
00:22:11.254 --> 00:22:14.774 here with zero estimated 0 used to date and no percentage.
00:22:16.984 --> 00:22:20.432 So I would like to make sure that all of the time is
00:22:20.432 --> 00:22:23.554 reallocated and that that line item is deleted.
00:22:32.444 --> 00:22:33.674 And I'm going to.
00:22:33.754 --> 00:22:35.764 Well, no, no, no.
00:22:36.264 --> 00:22:37.464 That's OK, that's OK.
00:22:37.854 --> 00:22:42.823 We're learning. We're figuring this out. I just had to test it.
00:22:38.794 --> 00:22:39.764 Don't be sorry.
00:22:42.823 --> 00:22:46.704 I couldn't answer. I'm going to summon Mr Murphy.
00:22:49.544 --> 00:22:50.044 Ohh yeah.
00:22:50.464 --> 00:22:54.115 Uh, what are your thoughts on the developer assist line item?
00:22:54.115 --> 00:22:57.647 Because I'm thinking about treating that the same way we do
00:22:57.647 --> 00:23:01.180 with the management assist and it should be rolled into the
00:23:01.180 --> 00:23:03.064 features they were assisting on.
00:23:04.394 --> 00:23:06.524 But I'm not sure about the deletion of it.
00:23:08.234 --> 00:23:10.884 Yeah. So I mean in theory.
00:23:12.754 --> 00:23:16.882 What we would do so most of the time I'm I would assume the
00:23:16.882 --> 00:23:19.634 well, OK, let's start at the beginning.
00:23:20.854 --> 00:23:24.691 Developers generally don't just come stock with the developer
00:23:24.691 --> 00:23:28.527 assist that probably comes from needs reallocation right? For
00:23:28.527 --> 00:23:32.363 the first time and then maybe it's a line item that they just
00:23:29.684 --> 00:23:30.184 Mm-hmm.
00:23:32.363 --> 00:23:36.200 have after that, so they should be in EP, noting what they're
00:23:36.200 --> 00:23:37.004 helping with.
00:23:37.754 --> 00:23:41.305 And then it would be up to the PM who's doing the needs
00:23:41.305 --> 00:23:45.174 reallocation to give them the correct line item in the first
00:23:45.174 --> 00:23:45.554 place.
00:23:47.894 --> 00:23:50.735 Yeah. And Stephanie, if you remove all the time off that
00:23:50.735 --> 00:23:53.774 line item and you've allocated it to the line items you want
00:23:53.774 --> 00:23:56.565 them to go to, I I mean, there's, there's no reason you
00:23:56.565 --> 00:23:59.554 can't delete that as long as there's, you know what I mean.
00:23:57.984 --> 00:23:58.364 Mm-hmm.
00:23:59.934 --> 00:24:00.304 Umm.
00:24:00.344 --> 00:24:00.694 Umm.
00:24:00.864 --> 00:24:02.224 Umm but yeah.
00:24:03.814 --> 00:24:07.191 Yeah. And the the way I think about this too is like if I
00:24:07.191 --> 00:24:10.800 wanna see or the client, you know, Chris Christen, Stephanie,
00:24:10.800 --> 00:24:14.410 whoever, anybody wants to pull up and say. Ohh, cool. How are
00:24:14.410 --> 00:24:18.077 we doing against the original estimates? Like developer assist
00:24:18.077 --> 00:24:18.834 just doesn't.
00:24:19.664 --> 00:24:21.284 Help with that, right?
00:24:19.684 --> 00:24:20.084 Umm.
00:24:20.994 --> 00:24:21.194 No.
00:24:23.604 --> 00:24:25.594 Not even a little.
00:24:26.124 --> 00:24:26.844 Indeed.
00:24:30.134 --> 00:24:32.824 Uh, why does EP Hate me?
00:24:35.654 --> 00:24:36.924 And nobody got time for that.
00:24:36.084 --> 00:24:36.534 Step.
00:24:39.774 --> 00:24:41.404 It just be like that sometimes.
00:24:43.614 --> 00:24:44.664 It's quite silly.
00:24:45.514 --> 00:24:49.181 So here's an example of of of ones that have the project
00:24:45.614 --> 00:24:46.394 After reading.
00:24:46.214 --> 00:24:46.864 Indeed.
00:24:49.181 --> 00:24:50.724 acronym before the name.
00:24:51.174 --> 00:24:56.038 So I can explain that that yeah, I can explain that. So that's
00:24:51.294 --> 00:24:51.794 Umm.
00:24:51.524 --> 00:24:53.154 Some some of my GFS.
00:24:56.038 --> 00:25:00.671 for organizational reasons. I did that. So they'd be sorted
00:25:00.671 --> 00:25:04.917 because they on some of the reports the line items are
00:25:04.917 --> 00:25:09.395 sorted by the name of the activity itself. So I wanted to
00:25:09.395 --> 00:25:14.259 keep those grouped together. So for like newer work items, you
00:25:14.259 --> 00:25:18.969 know like in 2022 and beyond that I had been adding I I used
00:25:18.969 --> 00:25:20.204 that ZFS prefix.
00:25:20.884 --> 00:25:25.059 And what I if what I would do is when you're closing a line item
00:25:25.059 --> 00:25:28.977 out and activity here, just remove that prefix and then it's
00:25:28.977 --> 00:25:32.959 closed out and can join the mix with the rest you know or you
00:25:32.959 --> 00:25:36.813 can leave it closed. Either way it was just really just for
00:25:36.813 --> 00:25:38.354 organizational purposes.
00:25:38.934 --> 00:25:42.164 Umm yeah, that's that's the main thing there.
00:25:39.134 --> 00:25:39.684 Gotcha.
00:25:41.474 --> 00:25:41.884 And.
00:25:42.754 --> 00:25:47.772 And just to clarify in terms of how we want to normalize the
00:25:47.772 --> 00:25:51.144 data so that we can mine our EP history.
00:25:52.264 --> 00:25:56.654 We would want to remove those for.
00:25:57.184 --> 00:26:01.117 Uh, consistency on active items as well, or is that out of scope
00:26:01.117 --> 00:26:03.234 for what we're talking about here?
00:26:04.634 --> 00:26:05.124 Umm.
00:26:06.054 --> 00:26:11.462 I want us to use our best judgment if it is a project
00:26:11.462 --> 00:26:12.864 where there's.
00:26:14.544 --> 00:26:19.217 Six years worth of history and we're having budget challenges
00:26:19.217 --> 00:26:23.966 and there's a lot going on. I want it to be reasonably cleaned
00:26:23.966 --> 00:26:28.865 up, but I don't want us to spend so much time and effort that it
00:26:28.865 --> 00:26:33.387 causes more trouble than it's worth on the PM line item for
00:26:33.387 --> 00:26:34.894 your time does that.
00:26:35.764 --> 00:26:38.364 Not answer your question in any way.
00:26:37.434 --> 00:26:37.854 Well.
00:26:38.624 --> 00:26:42.863 From from the project management thing, I think that we've got to
00:26:42.863 --> 00:26:46.780 remove them because the stored procedure isn't gonna map map
00:26:46.780 --> 00:26:50.441 the hours in cleanly if if they are prefixed. I was more
00:26:50.441 --> 00:26:54.358 thinking about the other stuff and what it sounds like is we
00:26:54.358 --> 00:26:58.404 don't have a hard requirement to meet those to remove those at
00:26:58.404 --> 00:27:02.514 this point though, over time we might wanna trend away from it.
00:27:03.054 --> 00:27:03.534 Umm.
00:27:03.674 --> 00:27:06.662 But we'd have to have a solution to the reporting challenge that
00:27:06.662 --> 00:27:09.329 Ben's talking about. So yes, that gives me what I need to
00:27:09.329 --> 00:27:10.064 know. Thank you.
00:27:10.594 --> 00:27:11.754 OK, beautiful.
00:27:11.274 --> 00:27:16.433 And I guess kind of in a similar vein, uh for some projects, one
00:27:16.433 --> 00:27:20.718 thing that bothers me is the varying years, some some
00:27:20.718 --> 00:27:25.242 projects have like just one single line item for project
00:27:25.242 --> 00:27:29.845 management and then some of them have them broken out for
00:27:29.845 --> 00:27:31.114 2021-2022, 2023.
00:27:31.734 --> 00:27:36.174 Uh, so is that really necessary to have them broken out like
00:27:36.174 --> 00:27:40.614 that, or would it be better to uniform that and to either go
00:27:36.504 --> 00:27:36.744 It.
00:27:40.614 --> 00:27:42.724 all one way or all the other?
00:27:43.244 --> 00:27:44.114 So.
00:27:45.124 --> 00:27:50.260 The short answer is uniformity. The long answer is if a client
00:27:45.694 --> 00:27:46.054 Uh.
00:27:50.260 --> 00:27:55.151 is very specifically used to a certain way that the reports
00:27:55.151 --> 00:28:00.205 look, I would be hesitant to make adjustments. GFS is kind of
00:27:59.764 --> 00:28:00.134 OK.
00:28:00.205 --> 00:28:05.015 one of your outliers because they have been with us for so
00:28:05.015 --> 00:28:09.824 long and there is enough history there that we do want to.
00:28:09.894 --> 00:28:10.134 Cool.
00:28:12.024 --> 00:28:17.068 Be somewhat cognizant of that, but in terms of the line items
00:28:17.068 --> 00:28:21.948 that we know, we are doing automation with coming up either
00:28:21.948 --> 00:28:27.236 now or very close in the future like the project management line
00:28:27.236 --> 00:28:31.954 item that does need to be consistent. So sorry Ben, I cut
00:28:30.214 --> 00:28:30.464 OK.
00:28:31.954 --> 00:28:32.604 you off.
00:28:33.684 --> 00:28:38.171 No, no. I was going to say that we can combine those. The
00:28:38.171 --> 00:28:40.414 original purpose of that was.
00:28:40.514 --> 00:28:41.064 Uh.
00:28:42.164 --> 00:28:46.326 To for for reporting purposes, again to kind of report to Don
00:28:46.326 --> 00:28:50.354 on like hey this is how much time went to this line item in
00:28:50.354 --> 00:28:54.382 this year for these efforts. It's just kind of keeping them
00:28:54.382 --> 00:28:58.410 separate from. So what I'd recommend if you're OK with this
00:28:58.410 --> 00:29:02.840 like Stephanie for those because this is just something that just
00:29:02.840 --> 00:29:06.532 came to me. We could rename the current active project
00:29:06.532 --> 00:29:10.493 management line item to the approved nomenclature and then
00:29:10.493 --> 00:29:12.104 the the historical ones.
00:29:12.174 --> 00:29:15.473 That are already closed out anyway. Uh, right. We we can
00:29:15.473 --> 00:29:19.003 leave those the way they are. Just leave them closed out and
00:29:19.003 --> 00:29:22.475 then going forward should the need arise for us to create a
00:29:22.475 --> 00:29:25.716 new project management line item for whatever reason to
00:29:25.716 --> 00:29:29.304 separation of reporting or hours or whatever the case may be.
00:29:30.504 --> 00:29:34.719 We could simply just rename the the one we want want to retire,
00:29:34.719 --> 00:29:39.066 you know accordingly to whatever phase it was in or whatever, and
00:29:39.066 --> 00:29:43.215 then close it out and then just make a new, you know, whatever
00:29:43.215 --> 00:29:47.496 the current line item is. That's called Project management would
00:29:47.496 --> 00:29:51.579 be the, you know, actual project management line item type of
00:29:51.579 --> 00:29:51.974 thing.
00:29:52.114 --> 00:29:55.970 And so I don't imagine this kind of situation comes out much,
00:29:55.970 --> 00:29:59.888 especially now that like with a lot of the reporting we can do
00:29:59.888 --> 00:30:03.557 date ranges, we can, we can provide pretty granular detail
00:30:03.557 --> 00:30:07.226 on how much time was spent during just about any period of
00:30:07.226 --> 00:30:11.144 time with Power BI and even EP can run those types of reports.
00:30:07.924 --> 00:30:08.434 Umm.
00:30:11.704 --> 00:30:15.416 Umm, so uh, I don't think we really need that for going
00:30:11.834 --> 00:30:17.535 Yeah, I I'm OK with that. Yeah. OK. Yeah, I'm OK with that for
00:30:15.416 --> 00:30:16.874 forward, but you know.
00:30:17.535 --> 00:30:23.055 GFS, if they have a specific reporting requirement and needs
00:30:23.055 --> 00:30:26.584 there to rename the retired line item.
00:30:33.574 --> 00:30:33.844 Yep.
00:30:33.894 --> 00:30:37.889 Mention across the board for not only our automation purposes,
00:30:37.889 --> 00:30:41.440 but for training and just keeping things moving forward
00:30:41.440 --> 00:30:45.434 extremely consistent. Caroline, your hand was up for a minute.
00:30:46.084 --> 00:30:49.635 Oh yeah, I was also going to call out like I, me and how I
00:30:49.635 --> 00:30:53.004 think of it. I also think that probably why these like.
00:30:53.764 --> 00:30:57.607 Your line items are coming up is probably because we might be
00:30:57.607 --> 00:31:01.202 starting multiple phases or starting restates of new work
00:31:01.202 --> 00:31:05.107 and you guys are just using the same old project and just kind
00:31:05.107 --> 00:31:08.888 of stacking more on top of that. So it shows like the entire
00:31:08.888 --> 00:31:09.384 history.
00:31:10.014 --> 00:31:13.557 We we can also create multiple projects within one client and
00:31:13.414 --> 00:31:14.324 Umm.
00:31:13.557 --> 00:31:16.985 like we do this already for clients who want to do multiple
00:31:16.985 --> 00:31:20.528 projects and have those hours tracked separately. But if they
00:31:20.528 --> 00:31:24.242 don't care about the hours being tracked separately, then we can
00:31:24.242 --> 00:31:27.784 create multiple projects under the same client. So we already
00:31:27.784 --> 00:31:30.927 have it for CMMC where we had phase one under project.
00:31:30.927 --> 00:31:34.526 Whenever that got wrapped up, we closed it out and a phase two
00:31:34.526 --> 00:31:38.240 was created and that one you can have a separate PR that doesn't
00:31:38.240 --> 00:31:41.154 have all of those additional those old line items.
00:31:41.234 --> 00:31:45.147 In there and you can just keep it focused on what was like,
00:31:45.147 --> 00:31:49.386 what the current efforts are. So just wanted to call that out as
00:31:49.386 --> 00:31:53.626 an option as well because I know on the OPS side, we're happy to
00:31:53.626 --> 00:31:57.734 help out with like anything to make reporting look more clear.
00:31:59.894 --> 00:32:04.107 Yeah, I like that that that sounds honestly to me like the
00:32:04.107 --> 00:32:04.964 best option.
00:32:06.194 --> 00:32:06.844 Brandon.
00:32:08.424 --> 00:32:11.589 The the other thing I wanted to know and it just kind of made me
00:32:11.589 --> 00:32:14.753 think of it. And Stephanie, you may have said this a few minutes
00:32:14.753 --> 00:32:15.824 ago, but just in case.
00:32:17.204 --> 00:32:20.813 Like generally, if you're, if you think about sort of our
00:32:20.813 --> 00:32:24.857 process and you're a client and you get the real estimates sheet
00:32:24.857 --> 00:32:28.466 right like that kind of tells you, hey, this is our final
00:32:28.466 --> 00:32:32.137 estimation like assuming they don't add scope, this is our
00:32:32.137 --> 00:32:36.118 final estimation for how these things are gonna go, right. If a
00:32:36.118 --> 00:32:40.100 client gets any other piece of documentation that does not just
00:32:40.100 --> 00:32:43.647 straight up accurately reflect the line items on that re
00:32:43.647 --> 00:32:47.691 estimate sheet, like if I was a client, I would be like what are
00:32:47.691 --> 00:32:48.624 you guys doing?
00:32:49.944 --> 00:32:50.934 Like what's going on here?
00:32:52.324 --> 00:32:55.074 Because I would be comparing that final.
00:32:55.864 --> 00:32:59.109 Estimate sheet with the line items coming to me on the PSR.
00:32:59.109 --> 00:33:02.571 So if you guys are ever finding yourselves creating a line item
00:33:02.571 --> 00:33:05.924 that wasn't on the RE estimates spreadsheet, that should be a
00:33:05.924 --> 00:33:08.574 trigger. That something has probably gone wrong.
00:33:09.514 --> 00:33:11.794 Unless there's been a change request, obviously, and that
00:33:11.794 --> 00:33:12.344 whole process.
00:33:13.904 --> 00:33:17.226 And that's something that we want to have a discussion about.
00:33:17.226 --> 00:33:20.600 And you know whether that means that maybe on the reestimating
00:33:20.600 --> 00:33:23.922 sheet there needed to be, you know, a line item broken out or
00:33:23.922 --> 00:33:27.243 more likely we just need to be logging things the way they're
00:33:27.243 --> 00:33:29.868 kind of set up on the reestimating sheet because
00:33:29.868 --> 00:33:32.867 that's what the client is ultimately gonna wanna see so
00:33:32.867 --> 00:33:36.349 that we can compare and that'll make it easier for us to compare
00:33:36.349 --> 00:33:38.974 too, how things went for the original estimates.
00:33:39.704 --> 00:33:44.196 Are we are we with with kind of with you just said? Are we still
00:33:44.196 --> 00:33:45.924 doing the the roll up so?
00:33:47.124 --> 00:33:50.808 You know, like off the estimates worksheet, how you know there's
00:33:50.808 --> 00:33:53.925 several line items on there that that could, you know,
00:33:53.925 --> 00:33:57.439 essentially be rolled up into a single line item. We're still
00:33:57.439 --> 00:34:00.953 putting those in the description of the activity with the you
00:34:00.953 --> 00:34:04.184 know, the individual estimate for those line items being
00:34:04.184 --> 00:34:07.414 rolled up, right or we are we still doing that you know.
00:34:08.024 --> 00:34:12.541 Yes, if we are rolling up line items, the description needs to
00:34:08.484 --> 00:34:09.864 And OK.
00:34:12.541 --> 00:34:16.483 be added to or the notes regarding any items that were
00:34:16.483 --> 00:34:20.570 rolled up. Do you need to be added and that conversation
00:34:18.344 --> 00:34:18.904 Perfect.
00:34:20.570 --> 00:34:25.158 needs to happen with the client as well so that they understand
00:34:25.158 --> 00:34:29.746 when they're looking at that PSR that yes, we had, yeah, we had
00:34:27.194 --> 00:34:28.764 What's included? Yeah.
00:34:29.746 --> 00:34:30.104 this.
00:34:32.384 --> 00:34:37.073 7 e-mail workflows using novas. A example from today's real
00:34:37.073 --> 00:34:42.151 estimates broken out in the real estimates so that you could see
00:34:42.151 --> 00:34:46.918 the amount of work for each e-mail notification, but there's
00:34:46.918 --> 00:34:48.324 no reason to have.
00:34:49.334 --> 00:34:50.014 Uh.
00:34:51.094 --> 00:34:54.634 Registration, e-mail notification order confirmation
00:34:54.634 --> 00:34:58.775 notification and have all of those broken out in that respect
00:34:58.775 --> 00:35:02.916 so we can roll that up. But we do need to make sure that it's
00:35:02.916 --> 00:35:06.991 in the description so that we can easily speak to it as well
00:35:06.991 --> 00:35:10.664 as view what's going on with the original estimations.
00:35:12.894 --> 00:35:13.364 Awesome.
00:35:12.894 --> 00:35:18.145 Because one of the things that Trenton and I kind of noticed
00:35:18.145 --> 00:35:20.124 today and ANAE ANAE NA.
00:35:20.684 --> 00:35:25.361 I was a good example of this in terms of roll up where there
00:35:25.361 --> 00:35:29.961 were two line items that were similar in nature, broken out
00:35:29.961 --> 00:35:33.948 about 6:00 or so lines apart from each other in the
00:35:33.948 --> 00:35:38.471 Reestimating worksheet. They were rolled up in EP, but the
00:35:38.471 --> 00:35:43.378 description was not there. And so when we're going back through
00:35:43.378 --> 00:35:48.284 and making sure that all of the information matches, it was one
00:35:48.284 --> 00:35:51.734 of those areas where we're like, wait, what?
00:35:53.374 --> 00:35:54.504 So it's in.
00:35:53.834 --> 00:35:58.144 Yeah, that was the certificates of analysis. Yeah.
00:35:57.004 --> 00:35:57.984 Uh-huh. Yeah.
00:36:03.794 --> 00:36:06.901 Yeah. And I I like how even on that one, I hadn't done that
00:36:06.901 --> 00:36:10.216 before, but you're we even have the description in there that's
00:36:10.216 --> 00:36:11.044 pretty nice and.
00:36:11.744 --> 00:36:14.244 It's cool, but yeah, the client would.
00:36:14.954 --> 00:36:18.185 Would want to kind of know the roll up for sure. I know the old
00:36:18.185 --> 00:36:21.214 reports used to have that that detail in there. I wonder if
00:36:21.214 --> 00:36:23.384 it's something we can get get on power BI.
00:36:25.544 --> 00:36:29.547 And then if a change request comes up, say on that item,
00:36:29.547 --> 00:36:33.760 let's say we we reach the 16 hours, we pause work, we go to
00:36:33.760 --> 00:36:35.094 the client, we say.
00:36:35.914 --> 00:36:39.295 And hey, we're, you know, we give them the update and we we
00:36:39.295 --> 00:36:42.901
additional time they approve it.
00:36:42.901 --> 00:36:46.564 Let's say they they approve a 10 hour change request for this to
00:36:46.564 --> 00:36:49.945 continue working on this that would just get added there in
00:36:49.945 --> 00:36:51.184 the description right.
00:36:52.234 --> 00:36:56.822 And then you'd put like the date and of the change request and
00:36:53.084 --> 00:36:53.504 Uh-huh.
00:36:54.424 --> 00:36:54.844 Yep.
00:36:56.514 --> 00:36:57.464 Exactly that.
00:36:56.822 --> 00:37:01.264 OK, perfect. And that allows for almost, I mean basically 0.
00:37:01.764 --> 00:37:05.912 Uh based budgeting like you can just reconcile everything like a
00:37:05.912 --> 00:37:07.124 checkbook that way.
00:37:08.834 --> 00:37:09.174 Love it.
00:37:10.054 --> 00:37:13.377 So and then when you do that, then that estimated hours would
00:37:13.377 --> 00:37:15.414 go up to 26 for the line item, right?
00:37:15.804 --> 00:37:16.134 Yep.
00:37:17.084 --> 00:37:17.414 OK.
00:37:21.064 --> 00:37:25.434 So additionally with that and this is net new.
00:37:26.814 --> 00:37:29.434 When we're doing a credit, if you're.
00:37:30.544 --> 00:37:32.304 Putting in a credit request.
00:37:34.354 --> 00:37:38.376 We have the line item based on that form of what was worked. So
00:37:38.376 --> 00:37:41.644 if we're putting in a credit request for a project.
00:37:43.384 --> 00:37:48.225 And we're crediting, you know, six hours of TMK's time on line
00:37:48.225 --> 00:37:53.220 item, blah blah, blah. And three hours on the project management
00:37:53.220 --> 00:37:58.138 time in that one credit request, we need to go back through and
00:37:58.138 --> 00:38:02.826 make sure that we are updating the original estimate of that
00:38:02.826 --> 00:38:07.667 particular line item with the credit that we're putting in and
00:38:07.667 --> 00:38:12.585 noting in the description credit applied for this line item for
00:38:12.585 --> 00:38:13.814 this many hours.
00:38:13.904 --> 00:38:15.374 Updated original estimates.
00:38:22.924 --> 00:38:26.493 Because the credits are one of the areas, like if we don't
00:38:26.493 --> 00:38:27.884 account for that in EP.
00:38:29.084 --> 00:38:29.944 And.
00:38:30.864 --> 00:38:34.972 We are pulling a project status report that percentage bar
00:38:34.972 --> 00:38:38.244 across the top that overall budget percentage.
00:38:38.904 --> 00:38:43.044 Is going to not be accurate and it's going to look at a quick
00:38:43.044 --> 00:38:46.850 glance visually for the client like things are in a much
00:38:46.850 --> 00:38:50.790 different place than they really, truly are. So we have to
00:38:50.790 --> 00:38:53.394 account for the credits in EP as well.
00:38:54.974 --> 00:38:59.188 That's going to kind of clean up the whole process and that will
00:38:59.188 --> 00:39:03.207 also allow us to be able to kind of quickly view what credits
00:39:03.207 --> 00:39:07.031 have been applied to this account, blah blah blah, just by
00:39:07.031 --> 00:39:10.856 quick glance in EP without having to pull up more than one
00:39:10.856 --> 00:39:15.004 tool to go and find where we are financially. Obviously I would
00:39:15.004 --> 00:39:18.958 say, you know, trusting power BI, but the maintenance within
00:39:18.958 --> 00:39:20.384 Power BI starts in EP.
00:39:21.684 --> 00:39:25.334 From our side, obviously it starts in CRM from OPS, but.
00:39:26.474 --> 00:39:27.114 Uh.
00:39:31.864 --> 00:39:35.732 Amy, if you want to share your screen and we can pull up
00:39:35.732 --> 00:39:39.531 writer, there's a couple of different things that we're
00:39:39.531 --> 00:39:41.634 gonna need to do to clean this.
00:39:43.714 --> 00:39:46.074 Sure. Yeah. Let me pull it up.
00:39:54.094 --> 00:39:59.093 OK, so before we even launch into the line item, I want to go
00:39:59.093 --> 00:40:03.044 to the overall project history in the time logs.
00:40:04.034 --> 00:40:08.164 So if you go up to time logs and pull up the history.
00:40:08.964 --> 00:40:09.604 There you go.
00:40:11.684 --> 00:40:14.974 And we could probably eat more easily do this having.
00:40:16.724 --> 00:40:17.664 Power BI.
00:40:18.294 --> 00:40:22.547 And reallocating the hours have have you walked through how to
00:40:22.547 --> 00:40:26.799 kind of do that reallocating the hours via power BI and having
00:40:26.799 --> 00:40:27.744 either Ben or?
00:40:28.984 --> 00:40:32.294 One of the OPS team members update from an Excel.
00:40:35.074 --> 00:40:36.224 I don't think so.
00:40:36.634 --> 00:40:38.724 Yeah. Cool. Let's go to power BI.
00:40:39.874 --> 00:40:42.901 For some reason when I pull up Power BI in here look it always
00:40:42.901 --> 00:40:46.024 gives me this so I have to keep doing it in an Incognito window.
00:40:47.974 --> 00:40:50.973 Oh, but it works in the Incognito window. Yeah, there's
00:40:50.973 --> 00:40:54.078 something going on. There's like, a a cookie or something
00:40:51.274 --> 00:40:51.604 Umm.
00:40:54.078 --> 00:40:57.183 cached. That's, I think with your credentials getting you
00:40:57.183 --> 00:41:00.556 have 500 error there. I can look at that with you offline. I'm
00:41:00.556 --> 00:41:02.644 probably figure that out pretty quick.
00:41:04.974 --> 00:41:07.264 Stephanie, is it prudent also to cover?
00:41:08.154 --> 00:41:12.601 And the some of the bulk tasks in EP like including the import
00:41:12.601 --> 00:41:16.623 stuff that it has the the features in in EP there are we
00:41:16.623 --> 00:41:19.164 we too early on that one should we.
00:41:19.844 --> 00:41:22.891 You know, if that's something you wanted to cover as well or
00:41:20.704 --> 00:41:21.254 Umm.
00:41:22.891 --> 00:41:26.137 it's kind of part of this. So I didn't know if we should look at
00:41:26.137 --> 00:41:28.984 that or not, but if not, no big deal, I'll defer to you.
00:41:29.524 --> 00:41:33.924 I would like to kind of dive in. I I don't have enough context to
00:41:33.924 --> 00:41:38.124 speak confidently to that, so I would like to dive in with you
00:41:36.974 --> 00:41:38.104 Ohh, got it. OK.
00:41:38.124 --> 00:41:38.524 later.
00:41:39.244 --> 00:41:40.654 Sure, not a problem.
00:41:41.454 --> 00:41:44.644 But Amy, if you go to your home tab.
00:41:45.604 --> 00:41:49.042 Rather than the project status report, I want to see what
00:41:49.042 --> 00:41:51.294 reports you currently have access to.
00:41:52.904 --> 00:41:55.574 I project time audit.
00:42:05.034 --> 00:42:09.472 And if you change the project name and we're gonna give it a
00:42:09.472 --> 00:42:13.254 date range of before sometime before Rider started.
00:42:20.484 --> 00:42:24.264 That's when I get to the hours. Let's see. There we go.
00:42:34.424 --> 00:42:37.594 I keep forgetting it's 2023. I think they started in August so.
00:42:38.784 --> 00:42:40.894 But like July or something?
00:42:41.924 --> 00:42:44.753 See, this is the every time I click this cause I've been in
00:42:44.753 --> 00:42:45.554 this view before.
00:42:46.514 --> 00:42:47.834 It won't let me click.
00:42:46.874 --> 00:42:47.274 Ohh.
00:42:48.404 --> 00:42:52.771 You have to have your end date range be after your beginning
00:42:52.771 --> 00:42:56.564 date range. So you have to change the end one first.
00:43:14.484 --> 00:43:17.736 I would go back just like three more months just to make sure
00:43:17.736 --> 00:43:19.414 that we're capturing everything.
00:43:21.704 --> 00:43:23.714 We don't want to get squirrely and miss something.
00:43:24.654 --> 00:43:31.886 OK, so Umm if you now click into any of those time logs
00:43:31.886 --> 00:43:33.564 specifically.
00:43:34.254 --> 00:43:34.804 Umm.
00:43:35.474 --> 00:43:36.184 And then.
00:43:36.874 --> 00:43:40.808 You'll notice you get a another extra little toolbar right above
00:43:40.808 --> 00:43:44.499 where it says billable in the black bar. There's three dots.
00:43:44.499 --> 00:43:48.251 If you click on the three dots there, it's gonna give you the
00:43:48.251 --> 00:43:52.003 option to export the data, and so this is gonna put this into
00:43:52.003 --> 00:43:53.334 an Excel file for you.
00:43:57.764 --> 00:43:58.514 Yep.
00:44:03.014 --> 00:44:08.314 And then if you pull up that Excel file and.
00:44:10.094 --> 00:44:13.444 Uh, filter it by.
00:44:15.414 --> 00:44:16.114 Umm.
00:44:18.574 --> 00:44:20.404 Probably the.
00:44:21.504 --> 00:44:24.945 Task is the task name all filtered together. Filter it by
00:44:24.945 --> 00:44:28.564 the task name. I think it's pulling by date range right now.
00:44:30.884 --> 00:44:31.654 There we go.
00:44:34.524 --> 00:44:38.157 Ohh, you may need to add it to a table view so that you can
00:44:38.157 --> 00:44:38.944 filter by it.
00:44:40.234 --> 00:44:40.974 How do I do that?
00:44:41.794 --> 00:44:45.574 Umm, so if you go to format.
00:44:46.564 --> 00:44:51.694 Up in the top uh toolbar next to like your auto sum.
00:44:52.674 --> 00:44:54.104 In the in the ribbon.
00:44:55.864 --> 00:44:59.744 Close over just a little bit. There's format. There you go.
00:44:57.114 --> 00:44:58.834 We're for formats.
00:45:01.294 --> 00:45:03.784 Umm, there should be format as a table.
00:45:04.604 --> 00:45:05.994 That's further to the left.
00:45:04.834 --> 00:45:08.744 Potentially. Ohh got it. Format is the table Yep.
00:45:06.954 --> 00:45:11.446 It's uh, yeah, highlight the whole everything first actually
00:45:11.446 --> 00:45:11.814 like.
00:45:15.524 --> 00:45:15.914 Like that.
00:45:16.784 --> 00:45:17.004 Yep.
00:45:20.574 --> 00:45:22.194 And just any one of those.
00:45:21.314 --> 00:45:24.384 Pick any color picked whichever color you like.
00:45:25.964 --> 00:45:26.454 OK.
00:45:31.004 --> 00:45:35.593 Oh wait. Cancel. I know what you did. You highlighted everything.
00:45:35.593 --> 00:45:38.234 Just highlight the data of like a 2J.
00:45:39.394 --> 00:45:40.694 And then hit like.
00:45:41.534 --> 00:45:45.234 Control shift arrow down. Ohh before that works.
00:45:46.294 --> 00:45:48.934 Sorry Excel, I'm I'm not the best at Excel.
00:45:49.684 --> 00:45:52.481 You're good. I just spent way too much time in Excel. That's
00:45:52.481 --> 00:45:55.186 actually perfect. Do that and just hit for Metis table and
00:45:55.186 --> 00:45:56.424 then pick a color you like.
00:45:57.874 --> 00:46:00.024 Of the colors go, we're all ugly now.
00:46:00.654 --> 00:46:03.133 That's weird. It might be because you're picking the
00:46:03.133 --> 00:46:04.864 columns instead of the the data set.
00:46:06.534 --> 00:46:07.224 Ohh.
00:46:08.074 --> 00:46:12.346 Yeah, don't don't select the column like select like the cell
00:46:12.346 --> 00:46:13.724 A1 time, date range.
00:46:15.994 --> 00:46:20.754 And then hit shift and click J1.
00:46:21.964 --> 00:46:23.414 Holy over to billable ooh.
00:46:23.804 --> 00:46:24.094 I.
00:46:24.204 --> 00:46:24.644 Here.
00:46:25.424 --> 00:46:26.414 Here we're going to.
00:46:27.394 --> 00:46:28.714 I'm going to just do this.
00:46:29.234 --> 00:46:29.974 Yeah, go ahead.
00:46:30.914 --> 00:46:32.904 Sorry I've I feel so dumb right now.
00:46:32.274 --> 00:46:33.534 No, you're fine.
00:46:33.914 --> 00:46:38.267 This is like if you if you only work in Excel like I do, this is
00:46:38.267 --> 00:46:40.744 what happens. OK, cool. We're gonna.
00:46:42.174 --> 00:46:44.024 Can you would you mind hitting control Z?
00:46:42.544 --> 00:46:44.794 Nothing is obvious to the uninformed.
00:46:45.304 --> 00:46:48.839 Yeah, like excel. Once you learn how to do it once, then it's
00:46:48.839 --> 00:46:52.544 like ohh I got it. But until you do it that first time, it's the
00:46:50.324 --> 00:46:51.234 Right. And then?
00:46:52.544 --> 00:46:55.394 most, like ridiculous looking thing in the world.
00:46:55.974 --> 00:46:58.923 And then it's really fast and it's hard for anybody who
00:46:58.923 --> 00:47:01.924 doesn't already know to keep up with what you are doing.
00:47:02.864 --> 00:47:03.374 Yes.
00:47:02.974 --> 00:47:05.024 It's sort of a self limiting curve.
00:47:05.594 --> 00:47:10.191 Yes, like it's literally until you learn about it, then that's
00:47:10.191 --> 00:47:11.504 whenever you know.
00:47:13.684 --> 00:47:17.054 So you just want the meetings internal, right in the meetings?
00:47:15.524 --> 00:47:19.355 Hmm. Nope. I want the projects. I don't really care about the
00:47:19.355 --> 00:47:23.124 meeting so much. We'll remove the internal here in a minute.
00:47:23.124 --> 00:47:26.583 But I want the project management and meetings internal
00:47:26.583 --> 00:47:29.734 and project management and meetings customization.
00:47:29.954 --> 00:47:33.254 Well, they were split out, it looks like.
00:47:32.244 --> 00:47:32.674 Uh-huh.
00:47:34.184 --> 00:47:34.364 Yep.
00:47:36.834 --> 00:47:39.104 That, uh, OK, I'm gonna stop controlling things.
00:47:39.674 --> 00:47:40.094 OK.
00:47:41.484 --> 00:47:48.584 So with this there is column E is the task ID.
00:47:50.374 --> 00:47:51.314 And.
00:47:52.214 --> 00:47:57.674 If we add over in column K new task ID so capital N capital T
00:47:57.674 --> 00:48:03.133 so it's kind of the same format but just with the word new in
00:48:03.133 --> 00:48:05.334 front of it all one word.
00:48:06.084 --> 00:48:09.134 And I can put that in the chat for you so you can copy paste.
00:48:13.584 --> 00:48:15.184 If I can type it.
00:48:17.154 --> 00:48:17.724 Here we go.
00:48:18.484 --> 00:48:19.204 Umm.
00:48:24.054 --> 00:48:28.029 And then essentially what we're going to do and we're going to
00:48:28.029 --> 00:48:28.534 need to.
00:48:28.654 --> 00:48:32.094 And I probably did this a little preemptively.
00:48:35.804 --> 00:48:41.181 What I wanna do is make sure that any of the time logs that
00:48:41.181 --> 00:48:46.468 are in project management, customization and meetings come
00:48:46.468 --> 00:48:47.274 from you.
00:48:48.234 --> 00:48:49.044 Liam.
00:48:49.934 --> 00:48:50.884 Or.
00:48:51.904 --> 00:48:55.902 Kristen, myself, anybody that would be part of the project
00:48:55.902 --> 00:48:57.324 management line item.
00:48:59.264 --> 00:49:04.486 Are what we're actually showing in there, and then if you see
00:49:04.486 --> 00:49:09.203 anything from like Jeremy Larose, Austin, Austin Gregg,
00:49:09.203 --> 00:49:14.593 any of the developers, those can get moved to just the meetings
00:49:14.334 --> 00:49:14.654 OK.
00:49:14.593 --> 00:49:17.204 line item. So with the line 42.
00:49:18.994 --> 00:49:23.342 Because that one is Austin Gregg. What we're gonna do is
00:49:23.342 --> 00:49:27.918 under the new task ID column, we're gonna put in the ID for
00:49:27.918 --> 00:49:28.604 meetings.
00:49:31.304 --> 00:49:36.854 So that's going to be uhm 20505.
00:49:40.954 --> 00:49:44.377 And once we kind of walk through this worksheet and do that
00:49:44.377 --> 00:49:47.800 across all of these, you can then send that over to Ben. He
00:49:47.800 --> 00:49:51.394 can just run a quick script and get it all updated so that you
00:49:51.394 --> 00:49:55.159 don't have to do each individual line item in EP because it takes
00:49:55.159 --> 00:49:56.014 so much longer.
00:49:56.894 --> 00:49:57.444 OK.
00:49:59.494 --> 00:50:02.879 Does that kind of help clear clear that up? So what we're
00:50:02.684 --> 00:50:07.772 Yeah. So then like this one too, like JLR's right here. That
00:50:02.879 --> 00:50:03.754 gonna wanna do?
00:50:05.414 --> 00:50:05.864 Umm.
00:50:06.564 --> 00:50:06.934 Yep.
00:50:07.772 --> 00:50:09.774 would also be 20505, OK.
00:50:10.364 --> 00:50:16.639 Yep. Umm, but before we do that, it might be easier to 1st clean
00:50:16.639 --> 00:50:17.314 up the.
00:50:19.234 --> 00:50:22.968 Ooh, do we have meetings, internal and meetings,
00:50:22.968 --> 00:50:24.644 customization as well?
00:50:24.474 --> 00:50:27.256 No, no, just this meetings and project management
00:50:25.394 --> 00:50:25.744 OK.
00:50:27.256 --> 00:50:28.034 customization.
00:50:28.404 --> 00:50:30.334 OK. Ohh good. OK.
00:50:30.874 --> 00:50:34.655 Umm, so then we should be fine to go ahead and send this over
00:50:34.655 --> 00:50:38.497 and once that's all updated you could just go back through and
00:50:38.497 --> 00:50:42.217 clean up the line item so that it is just project management
00:50:42.217 --> 00:50:45.754 and then remove the internal from the meetings line item.
00:50:47.124 --> 00:50:47.494 OK.
00:50:49.124 --> 00:50:49.854 Then.
00:50:50.254 --> 00:50:51.074 Clear as mud?
00:50:52.154 --> 00:50:53.174 I think so, yeah.
00:50:57.174 --> 00:51:00.047 Yeah, this one too. OK. So anything that's from that needs
00:51:00.047 --> 00:51:02.823 to that's essentially not project management that wasn't
00:51:02.823 --> 00:51:04.624 by a project manager changed the ID.
00:51:05.224 --> 00:51:05.774 Mm-hmm.
00:51:06.694 --> 00:51:07.864 And then.
00:51:10.744 --> 00:51:12.854 OK, I think I can do that. I can do that.
00:51:13.384 --> 00:51:14.634 OK, cool beans.
00:51:16.664 --> 00:51:19.004 All right, we've got.
00:51:20.834 --> 00:51:24.540 Unless anyone has any other questions, we've got about half
00:51:24.540 --> 00:51:28.245 an hour of just kind of heads down. Time to dive in and get
00:51:28.245 --> 00:51:29.974 this cleaned up as possible.
00:51:35.424 --> 00:51:37.634 All right, feel free. Carry on.