Bst Portals Training Presentation

Project Management Portals By Tracy Gleason

What are BST Portals? ,[object Object],[object Object],[object Object],[object Object]

Purpose of the Portal ,[object Object],[object Object],[object Object],[object Object]

Sign-On ,[object Object],[object Object],[object Object],*You must use Internet Explorer.

Using the Portals ,[object Object],[object Object],[object Object],[object Object],[object Object]

Parts of the Portal ,[object Object],[object Object],[object Object],[object Object],[object Object]

Parts of the PM Portal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Quick Launch Toolbar ,[object Object],[object Object],[object Object],[object Object]

Quick Launch Example- Project Status

NLM Graph ,[object Object],Click the down arrow and Export to Excel

NLM Graph ,[object Object],When finished in Excel, use back browser button to return to the Portal.

AR & WIP Graph ,[object Object]

Revenue/Labour Revenue ,[object Object]

Portfolio Summary Rolls up all contributing projects into a one-line summary. The default view is Project-to-Date Active projects

Portfolio Summary ,[object Object]

Project Summary ,[object Object],Provides KPI at a glance, in real-time.

Project Summary ,[object Object]

AR – Accounts Receivable ,[object Object],> 60 indicates balances over 60 days which require investigation.

[object Object],[object Object],[object Object],[object Object],AR – Accounts Receivable

AR Detail ,[object Object],[object Object],[object Object],[object Object],[object Object]

WIP (Work In Progress) ,[object Object]

WIP ,[object Object],A summary of the unbilled amounts on the project:

WIP ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Recent Collections ,[object Object]

Recent Collections ,[object Object],[object Object],[object Object],[object Object]

Pre-Bill Summary (EVC) ,[object Object]

Pre-Bill Summary (EVC) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Pre-Bill Summary (EVC) ,[object Object],[object Object]

Pre-Bill Details ,[object Object],In this case we see all the details of the Employee’s timesheets.

Pre-Bill Details ,[object Object]

Pre-Bill To Task Detail ,[object Object],… The results of the drill-down are sorted first by the Phase, then by the Task.

Pre-Bill To Task Detail ,[object Object]

Pre-Bill To Period End ,[object Object]

Let’s go live… http//bstportal/PM

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