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Select BPO Project Attributes

Selecting ‘BPO Project Attributes’ to set BPO Project and Billing Attributes

Organization Unit

From the drop-down list box, select the required option. The combo is defaulted with the login OU for you to choose. Mandatory.

Date Format

The date format that is applicable to the login user.

Note: All dates are derived from the user preference and displayed (for ex. DD/MM/YYYY, DD/MMM/YYYY, MM/DD/YYYY).

Project

From the drop-down list box, select the required project. The system loads all the projects for which project definition has been defined in the respective OU. Only login OU related projects and projects depending on role access rights are loaded here. The system displays “Select” by default on launch of the page. Mandatory.

The combo is loaded with the projects whose billing rules are as follows:

4      Flat FTE/Hourly                   

4      Productivity based FTE/Hourly   

4      Transaction based            

4      Transaction Slab based                       

4      Outcome based                  

4      Outcome Moving average

Note:

4      If the internal role assigned to the login deployment role is “Project Management Office (PMO)” then load all the projects created in the respective OU.

4      If the internal role assigned to the login deployment role is “Project Manager (PM)” then filter the projects which are created in the respective login OU and further filter the projects to which the login user is mapped as Project Manager and Program Manager in the respective OU.

Finance Book

From the drop-down list box, select the required option. The combo is loaded with the finance book related to the login OU.

Billing Rule

The billing rule associated to the selected project is displayed on selecting the project.

Effective From Date

The effective from date associated to the selected project is displayed on selecting the project.

Effective To Date

The effective to date associated to the selected project is displayed on selecting the project.

PO/SOW Currency

The currency of the PO/SOW associated to the project.

Effective Period

For existing saved projects, the values are loaded in this combo on selecting the project. This combo gets reloaded on save.

Note: When project is selected it is defaulted with latest effective period details and screen will show the latest record.

Modification Option

From the drop-down list box, select the required option. The combo is loaded with the values “New”, “Correct” and “Update”. The value gets loaded in this combo on selecting the project.

New Effective From

Enter the new effective from date. If the Modification Option is,

4      New – This date is defaulted with the project start date and cannot be modified.

4      Correct – This date cannot be entered and

4      Update – This date is mandatory.

Note: If the modification option is “Update” then the new effective from date should be greater than the previous new effective from date.

Target

Enter the target value. This value cannot be zero or negative. The combo next to this option loads UOM which is user defined quick code.

Note: This field is mandatory for “Productivity based FTE/Hourly” billing rule project.

No. of FTE

Enter the number of FTE. This value cannot be zero or negative.

Note: This field is mandatory for “Productivity based FTE/Hourly” billing rule project.

Target Frequency

From the drop-down list box, select the required option. The combo is loaded with the values “Monthly”, “Daily” and “Hourly” options.

Note: This combo is mandatory for “Productivity based FTE/Hourly” billing rule project.

Billable FTE Cap

Enter the Billable FTE Cap value. This value cannot be zero or negative.

Note: This field is mandatory for “Productivity based FTE/Hourly” billing rule project.

FTE Cap Applicable

Select the checkbox to make FTE Cap as applicable.

Billing Frequency

From the drop-down list box, select the required option.

Note: When project is selected this combo is reloaded with the option “Monthly”

Holiday Master

From the drop-down list box, select the required option. The combo is loaded with the “Holiday Master Codes” and “Holiday Master Descriptions”. Active holiday masters are loaded in this combo. Mandatory.

Standard Hours per Day

Enter the standard hours per day. Mandatory.

Item

From the drop-down list box, select the required item. The combo is loaded with various options for you to choose. Mandatory.

Note: At least one value in the multiline must be entered.

UOM

This combo is loaded with user defined quick codes. Mandatory.

Note: This field is mandatory when other columns are filled in the multiline.

Billability

From the drop-down list box, select the required option. The combo is loaded with the values “Yes” and “No”. Mandatory.

Note: This field is mandatory when other columns are filled in the multiline.

Remarks

Key in any remarks or feedback, if any.

Minimum Guarantee

This field is mandatory when the selected project’s billing rule is Outcome based. This value cannot be zero or negative.

Per Month

This is a display field. This signifies the fact that minimum guarantee for a month is defined in this screen.

Client Margin %

This field is mandatory when the selected project’s billing rule is Outcome based. This value cannot be zero or negative.

Threshold Limit %

This field is mandatory when the selected project’s billing rule is ‘Outcome Moving Average’. This value cannot be negative.

Periods for Moving Average

This field is mandatory when the selected project’s billing rule is ‘Outcome Moving Average’. This value cannot be negative.

Periods for Threshold Exemption

This field is mandatory when the selected project’s billing rule is ‘Outcome Moving Average’. This value cannot be negative.