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
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 ...
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...
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...
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...