PS Model Training (December 2021)

CarrieM

The new Professional Services Model is set to launch in December 2021!

 

• In NUX: Rebuild: Professional Services

• Don't have access? Please request access at #new-ps-model-feedback

• Questions or feedback about the new model?

  • Slack #new-ps-model-feedback

  • Submit feedback here for review.

  • Or contact your regional PS Field Operations Manager

 

 

I. Overall New Model Improvements (in NUX)

 

II. Training Resources

Rebuild: Professional Services Model Training Guide (Lives in Professional Services BOX folder)

• Full training guide on all Dashboards in each Category

• Key Dashboard by Anaplan Role

• Model Maintenance Tips

• Training Videos

  • Links to quick videos are available for key dashboards. (Coming soon or some DBs.)

 

III. Old vs New Model Dashboard Mapping

	Category		Dashboard Name	Old MODEL DB
A	Forecasting	1	Bookings Forecast	Bookings: CS VP Forecast/Bookings: CSD Forecast
A	Forecasting	2	Bookings Forecast by Pod Worksheet	NEW
A	Forecasting	3	Bookings Overdrive	Bookings Overdrive
A	Forecasting	4	PS Current Forecast Summary	Forecast: Services Revenue
A	Forecasting	5	PS Current Forecast Monthly (new workbook)	Forecast: Services Revenue
A	Forecasting	6	Opportunity Forecasting	Opportunity Forecasting CSD
A	Forecasting	7	Project Level Forecasting	Project Forecasting CSD
A	Forecasting	8	Resource Level Forecasting	Project Forecasting CSD
A	Forecasting	9	Services Revenue Forecast WOW	Global Services Revenue WOW
A	Forecasting	10	Revenue Scenario Planning	NEW
A	Forecasting	11	Forecast Audit	NEW
B	Proposals	1	SOW Calculator	SOW Pricing Calculator
B	Proposals	2	PS Pricing and Rate Card	Services Rate Card
C	Resource Management	1	PS Resource Utilization	Global Utilization Reporting
C	Resource Management	2	PS Team Resource Utilization	Global Utilization Reporting
C	Resource Management	3	Capacity Planning	NEW
C	Resource Management	4	Resource Skill Tracking	Resource Skill Tracking
D	Project Management	1	Project Management Cockpit	NEW
D	Project Management	1	Project Health	NEW
D	Project management	3	Change Order Management	NEW
E	Operational Reporting	1	KPI Summary	NEW
E	Operational Reporting	1B	KPI Dashboard	NEW -TBD
E	Operational Reporting	2	Invest Reporting	Invest Analytics/Free of Charge Work
E	Operational Reporting	2	Services Attachment Reporting	NEW
E	Operational Reporting	4	Project Backlog Reporting	Project Backlog Reporting
E	Operational Reporting	5	Opportunity Burndown	NEW
E	Operational Reporting	6	Project Validation	PSD/PM Project Validation & PSD/PM Project HomePage
E	Operational Reporting	6	SOW Report - Success Accelerators	SOW - Report - Success Accelerators
E	Operational Reporting	7	Sub-K Partner Dashboard	NEW
F	Admin: PS Operations	1	Reviewing Missing Timesheets	Review Missing Time Sheet
F	Admin: PS Operations	2	CS Model Maintenance	CS Model Maintenance
F	Admin: PS Operations	3	Project Setup Reports	Project Setup Reports
F	Admin: PS Operations	4	Assign Resources to Services Deals	Assign Resources to Services Deals
F	Admin: PS Operations	5	Assign Workday Internal Worker Parent	Assign Workday Internal Worker Parent
F	Admin: PS Operations	6	Revenue Target Setting -All targets shown	NEW
F	Admin: PS Operations	7	Finance | PBF Data Load	Finance | PBF Data Load [DEV]
F	Admin: PS Operations	8	BESP Discount Report	BESP Discount Report
F	Admin: PS Operations	9	Partner Rate Card Maintenance	Partner Rate Card
F	Admin: PS Operations	10	Commissions Feed	NEW
F	Admin: PS Operations	11	Bookings - Quarterly Payout	NEW
F	Admin: PS Operations	TBD	Accounting Dashboard	NEW - TBD