Policies, Portals, & Procedures
What does GSOP stand for?
BONUS: Which GSOP are required for a project 41+ hours?
Global Standard Operating Procedures
1) Meeting Minutes
2) Risk/Issue/Problem Log
3) Project Kickoff
4) Status Report(s)
What is the PS utilization goal(s)?
1) Personal
2) Scheduling
Personal Goal: 40-50% billable labor per 40 hour work week
Scheduling Goal: 120 hours per week total
(about 86-100 hours of resource billable time and about 16-20 hours of your own time)
What does CAAT stand for?
BONUS: What two request can be submitted here for approval?
Consulting Approval Automation Tool (CAAT)
1) PCR WAR (Project Contracter Request Work at Risk)
2) Non-Bill Request
What does BEST stand for and what do we use for?
Bid Easy Submission Tool (BEST)
Order Document Amendment (ODA) submission
How can you clear rows from User Notifications?
Read column --> double click in the applicable row --> Select Y or N
Where can I go to find Global information on HGBU Consulting policies, contacts, links, how-tos, and more?
Confluence Page: HGBU Project Management Hub, "PM Hub"
1) Name two Month End Financial Deadline examples?
BONUS: Where can the Month End Financial Deadlines be found?
1) Answers may vary: IOHL & Funding Moves, Manual Invoice Requests, SKU Tasks to YY, Timesheet Submission, Invoice Approval
2) Dates issued monthly by the Business Analyst Team.
Emailed out by directors monthly.
Posted on PM Hub --> Announcements & Newsletters
If a BPW is required for the non-bill request, who can assist with it's creation?
Steve Taylor
Who can start an ODA request via BEST?
Project Specialist/Manager or Sales Agent
At what point in the project should you "Send Welcome Letter" in Consulting APEX?
After doing initial project discovery and scope review.
Name a site you go to to verify product certifications for OPERA install types (i.e. OPERA 5 Premise, OPERA 5 Cloud, OPERA Cloud, etc.)?
More than one answer is possible...
More than one acceptable answer:
Oracle Help Site --> Certified Third Party Interface List
Sales APEX --> Reference Data
1) PM time on a Sales Order Document should be ___% of the projects' total service hours sold for a project 9-400 hours?
2) ___% for projects 401+ hours?10% minimum 9-400 hours
15% 401+ hours
Name 3+ non-bill code options that can be requested.
Provide a short description of what they mean.
Most common for HGBU:
SW - Standard Warranty
RN and RN<1k - Client Relationship
PW - Product Warranty
PB - Product Bug
Many more options --> http://esource.oraclecorp.com/portal/page/portal/ROOTFOLDER/POLICIES_APPROVALS/NEW_PRACTICES/PRAC_CONSULTING/GLOBAL%20SERVICES%20BILLABLE%20AND%20NONBILLABLE%20CODES%20POLICY.PDF
Name at least two scenarios which will require an ODA?
1) Extension of hours/expenses (beyond contingency)
2) Amendment for changing the Effective Date
3) Amendment for changing an incorrect/add an new one Consulting T&M SKU number
If information from Sales Information section is missing, where can should you go to proceed with discovery?
Sales APEX
What three actions are done in PFM?
1) Add/modify Party Members
2) Add/modify Transaction Controls
3) Trigger and Invoice by YY or ticking the Invoice All Project Items Box
At what point in a project should you start posting time?
As soon as you begin discovery. You can post in as little as 15 minute increments.
Post accurate time, even if you spend a significant amount of time chasing scope. You can request RN<1k for time spent chasing scope/work sales should have done during quote process.For a non-bill request, how can you calculate a resources' COST burden? This is needed to calculate the non-bill request amount.
More than one way...
Use the FBC calculator in CAAT: For directs add row by job code; Add row by job code, then manually enter the supplier rates for subK resources (this can be found on the PCR template rates tab).
Pull an Expenditure Detail report via BI see the Cost Burden column.
True or False:
It is the Sales Rep's responsibility to get approvals for more hours or new SKUs (if needed) or raise CPQ orders.
True
This is necessary for scenario 3:
3) Amendment for changing an incorrect/add an new one Consulting T&M SKU number
How often should Forecast Data be updated?
Start of project - update forecast period
At any partial billing points - update forecast period and forested labor revenue to reflect invoice date/amounts
Close of project - Final invoice amount
What Oracle Cloud Application can be used to check project funding and download Sales Order Documents?
Contracts Management --> Contracts
How can you best find out what products are installed at an existing property?
I.E. when preparing for an upgrade
The BEST and most accurate way is to ask the site contact to take screenshots from their Opera system OR schedule a PMS or installer to connect and take the screenshots.
Other resources (that are not 100% reliable) are the Fidelio Legacy License Tool and/or Oracle Installed Base or OBA SPM
Who are the contacts for Strategic Accounts:
PM Lead
Delivery Lead
Tier 4 Approver
PM Lead - Stacey Schuhardt
Delivery Lead - Aaron Stallings
Tier 4 Approver - Rick Kennedy
Why is it important to ensure proper SKUs are sold and posted against?
Role Based SKUs (-per Hour) are priced as a global hourly rate.
By not correcting the orders at Delivery level, you giving additional discount without approvals having an impact on margin when in reality Sales should be the one taking the hit.
What are some ways you can customize APEX reports?
Columns
Filters
Data (sort, aggregate, compute)
Format (control break, highlight, rows per page)
Chart
Group by
Pivot
Report
Download
Reference Site: https://confluence.oraclecorp.com/confluence/pages/viewpage.action?pageId=1169003703