BPO Project Attributes

Select the “BPO Project Attributes” activity under “BPO Project Execution”.

The “BPO Project Attributes” page appears.

Enter the following field details in the header:

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.

The system displays the following in the header:

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).

Enter the following in the header:

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:

Flat FTE/Hourly
Productivity based FTE/Hourly
Transaction based
Transaction Slab based
Outcome based
Outcome Moving average.

Note:

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.
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 or 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.

The system displays the following in the header:

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.

Enter the following field details in the header:

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,

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

Enter the following field details under “Project Attributes” section:

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.

Enter the following field details in the multiline:

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.

Outcome Based

This section is visible when Outcome based project is selected in “Project” field.

Enter the following field details under “Outcome Based” section:

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.

Outcome – Moving Average

This section is visible when Outcome based project is selected in “Project” field.

Enter the following details under “Outcome – Moving Average” section:

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.

Click “Save” pushbutton to save the details entered.