Description

How are your services staff spending their time? Is their time being used efficiently? Are the results being tracked and recognized for any possible revenue ramifications? This process app allows you to track requested services to better manage the time and results of your services projects.

The process app comes with two workflows which can be tailored for the different types of requested services that you have. The Practice Development workflow ensures that the proper approvals have been obtained from the directors and the executive team. One of the features of the workflow is that the first level of approval is skipped if the submitter is also the first approver. After gathering the necessary approvals, the appropriate resources are assigned to the project. All risks and benefits are captured for the project. Once the project is completed, it is moved to the Closed state. All of the data is available through SBM reporting and searching.


The Client Investment workflow can be used for projects involving client services that may have revenue recognition. This process requires VP approval before the resources are assigned to the request. The workflow contains a verification state, Pending VSOE Resolution, which allows you to see if there is any revenue recognition for this project.

This process app makes use of the SBM Solution forms, which can be easily customized to add any fields that you want to add. This allows you to gather any data that is necessary for your internal processes.

Process app type: Templates

Required SBM Version: 10.1.5

Complexity: Novice

Minimum Requirements

SBM  10.1.5

Suggested apps

Suggested for you are based on app category, product compatibility, popularity, rating and newness. Some apps may not show based on entitlements. Learn more about entitlements.

Releases

Release
Size
Date
Templates V1
458.8 KB
  |  
Oct 25, 2018
More info Less info
Product compatibility
Release notes

The Project/Time Requests process app allows you to track services requested for your clients or internal projects that are not included in a SOW or have been funded by the organization. This app gives you a solid way of tracking all of your non-billable assignments and requests.

Languages
English

Unsubscribe from notifications

You are receiving release updates for this item because you have subscribed to the following products:
If you unsubscribe, you will no longer receive any notifications for these products.
Tip: to update your subscription preferences, go to Manage Subscriptions from your Dashboard, uncheck the products you no longer want to receive notifications for, and click 'Save'.

Marketplace Terms of Service

In order to continue, you must accept the updated Marketplace Terms of Service
Since you are downloading an app from the Micro Focus Marketplace, you need to accept the updated Marketplace Terms of Service before you can continue. Use the link to review the Marketplace Terms of Service. Once complete check the, "I accept the Marketplace Terms of Service" box below and click accept to continue your download.


Your download has begun...

Your download has begun

Related content and resources

Your browser is not supported!

Please upgrade to one of the following broswers: Internet Explorer 11 (or greater) or the latest version of Chrome or Firefox

release-rel-2021-6-2-4227 | Fri Jun 18 00:18:29 PDT 2021