Proposals (Jaimee)
How much time does the PMA budget for weekly updates of WLF?
If a WLF is requested PMAs will budget 1/2 hour for each week unless the PM asks for bi-weekly or monthly updates. New WLFs can take up to an hour to develop.
Why is my project not listed in PST?
Your PMA sets up the PST the day after the project has been set-up in Oracle.
How often are invoices sent to clients?
On an average of every 30 days. Depends on the actual unbilled and timeframe.
What is an account modification form?
Used by the PMA to record a write-up, Write-off and Reserve on a project.
Who should create the PCR/PCN budget?
PMAs - ALWAYS!!!!
Does it matter if I need a subcontractor on my proposal?
Yes, PMAs need to budget time for the processing of invoices and possible timecards.
Required documents for a Project Set-up?
PO, Proposal & budget spreadsheet.
Can a PMA accept a verbal approval on invoices to be sent from the PM?
No, PMAs will not send invoices without written approval from the PM.
Why can't I charge to the project - I get an error that the project timeframe is bad?
You can contact the PM directly or work with the PMA, who will and work with the PM on the issue. Task end dates are only changed with the direction of the PM.
Why are expenses hitting my project?
PMAs can pull backup receipts as requested.
How do I know what Grade an employee is on my proposal?
Contact a PMA she can pull grades for you.
What 3 stages can projects be set at in Oracle?
Active
Execution Complete
Pending Close
How soon should I approve an invoice when received from my PMA?
Preference is as soon as you receive it or at least within that same week.
Why does my project still show active in Project Interface when PMA was asked to close?
PMAs can not officially close a project until final payment is received. They will place the project in Pending Close until then.
What tasks are associated to Task 12 (Procurement) on a budget worksheet
Project Services (Project Expense Markups)
Supplier Services (Client Approved Markups
Material Purchases (Equipment)
Where can I find fee schedules for clients?
Projectwise and there is a Rate Comparison sheet showing all rates for all clients.
How many hours does a PMA require to close a project for final invoicing?
This will vary depending on the clients requirements for the invoicing.
Who should be contacting clients regarding past due payments?
PMA should manage this and include the PM in all correspondence. If the PMA can't get it resolved she will ask the PM for additional support.
Can I modify the names of tasks on the budget worksheet?
No, we are using a standardized WBS template for proposals.
Multiple Discipline Projects
At the PMs discretion but normally weekly, bi-weekly or monthly.
Final review of the budget is done by?
PMA always.
Who has to approve project set-up without a PO?
BUD or Division Manager
Only hours will be added to the project - no funding will be added until we have a PO.
How are invoices sent?
Depends on the client. Some work in electronic billing systems and others get emails. A few still receive SNAIL mail.
Can I use my current budget worksheet for a PCR/PCN?
No. PMA's have specific PCR budget worksheets that they required be completed. They will place it in the PCR folder when requested.
What should I do with the Oracle Alert: Project and Task End Date Notices received on active projects?
Contact your PMA who will extend any tasks and the overall project end date.