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Objective:

  • Manage a resource
    • Identify sales needs - identify when Sales can sell and schedule an install
    • Understand availability of implementation windows/install dates
    • Will use Estimated Hours to understand capacity
      • Estimated Hours will tie to Customer Quotes
      • Non Billable hours 
        • Entered in Estimated Hours
        • Tagged as non billable (only when the project has no contract)
    • Estimated should tie to quote for their projects
      • Hours should be placed in the timeframe they expect to complete
    • They should have all their planned hours in for this week by Tuesday
    • The should consistently have all planned hours for the following week in by Friday
    • All estimated hours for a project should be entered in best guess of when it should happen by week
  • Plan the event horizon
  • See capacity
  • Sales visibility
  • Utilization planning

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