Process and Help articles for Professional Services Project Managers related to the use of TaskRay, creating and managing projects, and specific project implementation steps
Articles
Automated Contractual Billing Notifications
Why are we making this change? Today, upcoming contractual billing dates are tracked and communicated through a largely manual process that requires ongoing coordination between Project Management, Billing/AR, and customers. This creates opport...
HyperCare Support Process for Professional Services
New Implementations and Migration Projects Purpose The purpose of the HyperCare Support process is to ensure customers transitioning to production use of Bold Group software solutions are set up for long-term success immediately following go live....
Implementations - How To Order Hardware and Software
*Updated as of 3/18/22 - all hardware purchases $1K or more must go through our Procurement process by filling out this form: Procurement Request Form (office.com)
Below steps to be updated at a later date.
This guide steps through the p...
Important Links
PMO PMO Dashboard - PM Execution Dashboard - My Work https://boldgroup.lightning.force.com/lightning/r/Dashboard/01ZPd0000095qdVMAQ/view?queryScope=userFolders PMO Dashboard 2 - PMO Delivery & Execution Health https://boldgroup.lightn...
PMO Project Assignment Policy
Purpose This policy outlines the standard process and expectations related to Professional Services PMO project assignments and customer follow up timelines. Project Assignment Schedule Project assignments are conducted by the PMO every ...
Printing an Expense Report from Coupa
Contents Purpose Process Revision History Purpose Projects that require resources to travel to the customer site to implement also require that the travel expense report for that travel are uploaded to the project. This allows the PM ...
Product Boards
Sam has worked with the product team to put the product boards in the respective KBs. These are items that are on the roadmap. Check them out! These are customer facing and can be shared with the customer. Sedona- https://sedonaoffice.knowle...
Time to Value (TTV) Grading Scale
Knowledge Base Category: PMO | Project Management Standards | Delivery Metrics Purpose The Time to Value (TTV) Grading Scale provides a standardized method for measuring project delivery performance based on the number of calendar days from...