| Topic | Presenter | Summary | Duration | Tags | Quiz | Captions |
| ------------------- | -------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---- | -------- |
| Easy Projects Audit | Kristin Wagner | This brief video explains how to "clean up" Easy Projects by listing out line items in an email to be sent to individual PMs for clarification and instructions. | 6:02 | #ClarityAdmin, #PMandOps, #EasyProjects, #Audits | N/A | |00:00:03.720 --> 00:00:09.684 - OK, so when I would do so I'm just I picked that occur 'cause 00:00:09.684 --> 00:00:14.796 - that was what was that? Uhm, I would create an email message. 00:00:15.940 --> 00:00:17.260 - And just split my screen. 00:00:19.500 --> 00:00:25.954 - So I've been working on and I can copy and paste this to you 00:00:25.954 --> 00:00:28.259 - perfect. You help clean up. 00:00:29.510 --> 00:00:31.580 - The project line. 00:00:34.490 --> 00:00:37.430 - Look at my notes and. 00:00:38.850 --> 00:00:39.230 - Now. 00:00:42.260 --> 00:00:43.260 - Clean up. 00:00:46.010 --> 00:00:50.066 - And then basically I would just copy and paste this for all of 00:00:50.066 --> 00:00:51.626 - the PMS. Same for badge. 00:00:59.530 --> 00:01:00.350 - So. 00:01:11.830 --> 00:01:14.260 - So some of these I. 00:01:15.020 --> 00:01:18.026 - So I would obviously copy and paste this one. 00:01:20.260 --> 00:01:26.932 - Hey, just a line item shows for group 00:01:26.932 --> 00:01:27.766 - hours. 00:01:29.120 --> 00:01:32.120 - Currently has 22.75. 00:01:33.370 --> 00:01:33.760 - 8 00:01:36.920 --> 00:01:37.480 - E. 00:01:41.390 --> 00:01:46.670 - And then I would just copy and paste line. OK, uhm? 00:01:47.650 --> 00:01:52.057 - And then so some of these like this one, but just as actual 00:01:52.057 --> 00:01:55.108 - hours, and not approve downwards. That is a personal 00:01:55.108 --> 00:01:58.837 - pet peeve of mine. I know the PM's don't really think 00:01:58.837 --> 00:02:02.566 - anything of it, but my thing is, is like change requests 00:02:02.566 --> 00:02:06.973 - prop 65. Well, there was a line item in this change request for 00:02:06.973 --> 00:02:08.329 - this for compliance requirements. 00:02:10.520 --> 00:02:14.252 - So the client approved a change request that high, but say 3 00:02:14.252 --> 00:02:16.740 - hours for compliance. Requirements. Will then it needs 00:02:16.740 --> 00:02:20.472 - to go here 3 hours needed to be an estimated hours, right, 00:02:20.472 --> 00:02:23.582 - right? 'cause the estimated hours is what the client has 00:02:23.582 --> 00:02:26.692 - approved, so I wouldn't put anything for that because there 00:02:26.692 --> 00:02:30.735 - is no one assigned to it anymore. So no one can log time 00:02:30.735 --> 00:02:31.979 - to it, but like. 00:02:32.660 --> 00:02:33.689 - For this one. 00:02:35.130 --> 00:02:40.170 - CB Heather and Jesse are still all assigned to this line. Item 00:02:40.170 --> 00:02:44.790 - 37 hours have been logged. How many hours were approved? So 00:02:44.790 --> 00:02:47.310 - when I would say line item? 00:02:48.580 --> 00:02:55.620 - Has 37 hours long lived. There is no noted time. 00:02:56.670 --> 00:02:59.040 - No dad approved. 00:03:00.360 --> 00:03:06.522 - Is this complete? Can we remove 00:03:06.522 --> 00:03:07.549 - assignees? 00:03:09.730 --> 00:03:11.410 - Are we over? 00:03:12.510 --> 00:03:15.921 - Uhm, you know basically just asking him for status 00:03:15.921 --> 00:03:19.332 - right and then copy and paste underneath it? Sure. 00:03:21.020 --> 00:03:25.063 - I would do the same thing for this, so maybe for these since 00:03:25.063 --> 00:03:28.795 - there's several of them. I would say the line items below have 00:03:28.795 --> 00:03:32.216 - time logged, but there is no noted approve time. Are these 00:03:32.216 --> 00:03:35.637 - complete? So then that way you're not typing that over and 00:03:35.637 --> 00:03:39.680 - over and over, and you can just copy and paste all of these. 00:03:41.280 --> 00:03:44.998 - You mean that seems to be a ton of these so? 00:03:46.170 --> 00:03:48.410 - That would be him for about occur. 00:03:51.400 --> 00:03:54.868 - Let's do let's do one more. 00:03:55.620 --> 00:03:55.950 - Yep. 00:03:57.810 --> 00:04:01.790 - Catholic I wouldn't like. 00:04:02.420 --> 00:04:05.270 - For that I would basically just. 00:04:06.250 --> 00:04:08.290 - Email Garrett and say. 00:04:12.940 --> 00:04:18.283 - You know I have a copy and paste. Maybe these two lines so 00:04:18.283 --> 00:04:20.338 - like dub support doesn't have 00:04:20.338 --> 00:04:25.155 - one. Now, and they're a little different because there metered. 00:04:25.960 --> 00:04:28.120 - But basically I would just say. 00:04:33.980 --> 00:04:37.268 - Like this one is waiting for approval. Can we close it out? 00:04:39.020 --> 00:04:41.495 - Birthdays like that is a 00:04:41.495 --> 00:04:45.780 - problem. Yeah, I mean I would just copy and paste a lot of 00:04:45.780 --> 00:04:48.835 - these. I know it's going to be really ugly for this one, but. 00:04:51.260 --> 00:04:56.468 - I mean like this one is closed out, so even though CP is added 00:04:56.468 --> 00:04:58.700 - to it, he can't log time. 00:04:59.900 --> 00:05:03.553 - Because if there's an axe, they can't see it till on time, so 00:05:03.553 --> 00:05:06.925 - there's your reason for him to still be on there. Same thing 00:05:06.925 --> 00:05:09.173 - for Ron, so I would say can I 00:05:09.173 --> 00:05:14.289 - remove? The assigning here yeah on Chris Black. OK yeah, just or 00:05:14.289 --> 00:05:18.826 - like this one like I see that this line item is closed out. 00:05:18.826 --> 00:05:20.222 - Can I Remove Ron? 00:05:22.110 --> 00:05:23.630 - So what I would you? 00:05:25.870 --> 00:05:28.990 - You could do this two different ways. Here I'm gonna just copy 00:05:28.990 --> 00:05:30.290 - and paste this to you. 00:05:31.380 --> 00:05:37.632 - Uhm, you can do this two different ways. I would one go 00:05:37.632 --> 00:05:43.363 - per PM. So like you're starting a new PM audits today. 00:05:44.450 --> 00:05:48.305 - Yep, you can do each 00:05:48.305 --> 00:05:52.124 - audit. Let's say you're going to do Daniels projects today. 00:05:52.124 --> 00:05:54.252 - You could also do Daniels projects in EP. 00:05:55.740 --> 00:05:59.626 - In Or you can just go alphabetically. I mean, it's 00:05:59.626 --> 00:06:01.270 - really whatever you want to do.