Polices & Procedures & Portals
One stop shop for PM related information - searchable.
What is the PM Hub Confluence?
When a project is on going, but at least $5000 labor has been incurred, so you can invoice this for the month.
What is partial billing?
Team that manages and carries our project delivery.
What is Consulting Group?
TMS, VMS, CAS, BMS, POS, VSS, KSS
What is an Property Level / IFC8 interface?
A list of resources sorted by specific criteria, this can be customized.
What is a Wallchart?
This important SKU means that Oracle resource travel to and from a client site is allowed.
What is the T&E language and SKU line on a Sales Order document?
40-50% / 16-20 billable hours per week
What is the target utilization rate for a PS?
Team that create quotes, orders, ODAs, scope or a project.
What is Sales?
What is an OXI?
1) Connection POC 2) Timecard Task 3) Scope + products being installed 4) Hotel local time, if not Eastern
What details should be included in Retain notes?
$65 per day
What is the HGBU Consulting daily meal allowance?
100 hours booked for billable resources, 20 hours self = 120 hours
What is a PM's target number of hours in Retain?
Oracle liaisons assigned to a client account, they conduct PAR calls, and meet with clients quarterly.
What is a CSS / Customer Support Specialist/account manager?
Usually only takes 4-6 network hours.
IFC8
Used to split large/long bookings into smaller bookings.
What is "cut booking tool"?
3:00pm Thursdays
What is the deadline for turning in timecards?
Issued monthly by Business Analyst Team.
What are billing deadline dates?
Group that works to ensure all necessary paperwork is in place to use contractor resources.
What are Resource Analysts?
Usually takes 16-32 network hours.
What is an OXI or OEDS interface?
Must be completed when using a contractor for a project, so Oracle can issue a PO to the contracting company.
What is a PCR - Project Contractor Request?
What are 1) Project Kickoff Slide Deck, 2) Status Report Template 3) Minutes Used for all verbal conversations or meetings 4) Rick & Issue log?
Add/modify Parties or Transaction Controls, and YY
What three actions are done in PFM?
This group helps when we need to be added to a project in PFM or if there is an issue being able to post to a timecard. Also, completes additional or funding transfers on projects.
What is a Business Analyst?
An internal site that contains interface part number, specific name, required service hours, availability, and more...
What is HGBU Sales APEX Reference Data?
CTRL+click, move to desired location does this.
How do you copy a booking?