Beruflich Dokumente
Kultur Dokumente
ISOMetrix
Planner User Manual
Version 1.0
July 2016
Table of Contents
PLANNERS ................................................................................................................................................... 4
Planners-->Summary................................................................................................................................. 4
Quarterly Planners: ................................................................................................................................... 5
Travel Planner ........................................................................................................................................... 5
Travel Summary .................................................................................................................................... 5
Travel Planner Plan ............................................................................................................................... 6
Travel Planner Spent: ............................................................................................................................ 8
............................................................................................................................................................ 11
Travel Dashboard: ............................................................................................................................... 11
Expense Planner ...................................................................................................................................... 12
Expense Planner Plan: ......................................................................................................................... 12
Expense_Planner_Approval: ............................................................................................................... 15
Budget Spent:...................................................................................................................................... 18
VISA PLANNER ......................................................................................................................................... 19
Visa - Summary: .................................................................................................................................. 19
Visa - Plan ............................................................................................................................................ 20
Visa Approval: ..................................................................................................................................... 23
Visa Dashboard: .................................................................................................................................. 26
TRAINEE PLANNER .................................................................................................................................. 27
Trainee Planner: .................................................................................................................................. 27
Trainee Planner Approval ................................................................................................................... 30
SWON Planner......................................................................................................................................... 32
SWON_Plan: ........................................................................................................................................ 32
SWON_Approval: ................................................................................................................................ 35
Revenue HC Planner ............................................................................................................................... 36
Revenue HCSummary: ........................................................................................................................ 36
RevenueHC Plan : ................................................................................................................................ 37
RevenueHC_FreezeAccounts: ............................................................................................................. 39
RevenueHC_Realisation: .................................................................................................................... 40
RevenueHC_NewServices: .................................................................................................................. 40
RevenueHC_newservices_plan: .......................................................................................................... 41
KEYMETRICS PLANNER ............................................................................................................................ 42
PLANNERS
Planners-->Summary
On click of Summary
The Planners Summary is mainly used to check Revenue and Exit Headcount of previous quarter
based on ISU, cluster, sub-cluster and relationship. This screen is mainly used for comparing the
Gap from ISU Target
Quarterly Planners:
Travel Planner
Travel Summary:
On click of Quarterly Planners Travel summary, the above screen will be displayed.
This screen gives the clear summary about Planned Travel Expense, its percentage and
Approved Travel Expense, its percentage, OFL, OnsiteBA and Onsite Headcount based
on the service line,quarter,won/swon and summary by which can be chosen by users.
Below the summary a grid will be displayed which mentions about the planned
travels in the mentioned quarter which will be cluster wise.
On click of cluster the account wise planned travel and cost will be displayed as shown
in figure below.
We can get Travel Planner Plan Screen by navigating Planners > Quarterly > Travel > Plan.
2.
In Travel Planners Plan Screen, we can upload the planed report and the details of the planned report will
be displayed based on account, quarter and service line wise.
3.
This screen can be viewed by Planners > Quarterly > Travel > Approval. This screen displays
about approved travel requests and its status based on Service Line, Quarter and
WON/SWON.
On click of account its category will be displayed and on click of category its sub
category will be displayed. On click of previous quarter actuals we can view approved
previous quarter on self and on dependents.
displayed.
10
Travel Dashboard:
11
In Travel Dashboard screen we can view the total travel approved and travels updated.
The report can be uploaded through upload option.
On click of particular cluster its account details can be displayed.
On click of particular account its service line will be displayed.
Expense Planner
Expense Planner Plan:
The expense planner plan screen can be navigated through Planners Quarterly Expense - Plan.
Here the expense can be planned for particular won/swon, service line and quarter.On clicking
of account name it will pop up to its Mis mapping level.on click of mis mapping level it will go to
Sub header level.
Step 1: Download the template by clicking on the icon, highlighted in screenshot
12
Step 2: Save the document in your machine in same format as it was downloaded from ISOMetrix
dashboard.
Step 3: Update data sheet by referring the Reference sheet.
Step 4: After making entries in the plan sheet, save it.
Step 5: Load the sheet through the dashboard, by clicking on the button (as shown in screen
shot)
Step 6: After successful submission of the plan, popup window will display confirming its proper
submission.
Step 7: Submit the plan, by clicking the submit button. Submit button will appear after proper
selection till account level and then clicking on the account name.
A popup box will come, confirming the successful submission of the plan.
Step 8: In order to verify whether entries have been, download the document by clicking on
download button (as shown in screen shot)
13
14
Expense_Planner_Approval:
15
Here the planned expense can be viewed based on selecting Won/Swon, Service line,
Status, Quarter.
On click of account name it will traverse to its expense head. On click of its account head
it will traverse to its sub expense head.
The concerned user has the option to approve or reject the budget.
The user can also download and view all the datas through excel sheet by clicking
download option
16
17
Budget Spent:
In budget spent on selecting particular WON/SWON, Service Line and Quarter respective
planned approved and available budget will be displayed.
Expense head wise budget will also be displayed in the form of grid. On clicking expense
head grid its sub-expense grid will be loaded.
On Clicking the sub expense level won/swon and service line can be selected
18
VISA PLANNER
Visa - Summary:
Planners > Quarterly > Visa > Summary
On click of Quarterly Planners Visa summary, the above screen will be displayed.
This screen gives the clear summary about Planned Visa Expense, its percentage and
Approved Visa Expense, its percentage, OFL, Onsite BA and Onsite Headcount based on
the service line, quarter,won/swon and summary by which can be chosen by users.
Below the summary a grid will be displayed which mentions about the planned Visa in
the mentioned quarter which will be cluster wise.
On click of cluster the account wise planned Visa and cost will be displayed as shown in
figure below.
19
Visa - Plan :
We can get Visa Planner Plan Screen by navigating Planners Quarterly-Visa - Plan.
In Visa Planners Plan Screen, we can upload the planed report and the details of the planned report will
be displayed based on account, quarter and service line wise.
Criteria wise planned Visa will also be displayed.
It is done for Self and dependent type of VISA
20
We can get Visa Planner Plan Screen by navigating Planners Quarterly-Visa - Plan.
In Visa Planners Plan Screen, we can upload the planed report and the details of the planned report will
be displayed based on account, quarter and service line wise.
Criteria wise planned Visa will also be displayed.
Step 1: Download the template by clicking on the icon, highlighted in screenshot
Step 2: Save the document in your machine in same format as it was downloaded from ISOMetrix
dashboard.
Step 3: Update data sheet by referring the Reference sheet.
Step 4: After making entries in the plan sheet, save it.
21
Step 5: Load the sheet through the dashboard, by clicking on the button (as shown in screen
shot)
Step 6: After successful submission of the plan, popup window will display confirming its proper
submission.
Step 7: Submit the plan, by clicking the submit button. Submit button will appear after proper
selection till account level.
A popup box will come, confirming the successful submission of the plan.
Step 8: In order to verify whether entries have been , download the document by clicking on
download button( as shown in screen shot)
22
Visa Approval:
This screen can be viewed by Planners > Quarterly > Visa > Approval. This screen displays about approved Visa
requests and its status based on Service Line, Quarter and WON/SWON. On click of account its category will be
displayed and on click of category its sub category will be displayed. On click of previous quarter actuals we can
view approved previous quarter on self and on dependants.
23
24
25
Visa Dashboard:
In Visa Dashboard screen we can view the total visa approved and travels updated. The report can be uploaded
through upload option .On click of particular cluster its account details can be displayed. On click of particular
account its service line will be displayed.
26
TRAINEE PLANNER
Trainee Planner:
The trainee planner plan page can be navigated through Planners Quarterly Trainee - Plan. Here the trainee
headcount is planned based on the mapped SP.
27
Step 2: Save the document in your machine in same format as it was downloaded from ISOMetrix dashboard.
Step 3: Update data sheet by referring the Reference sheet.
Step 4: After making entries in the plan sheet, save it.
Step 5: Load the sheet through the dashboard, by clicking on the button (as shown in screen shot)
Step 6: After successful submission of the plan, popup window will display confirming its proper
submission.
Step 7: Submit the plan, by clicking the submit button. Submit button will appear after proper selection till
account level.
A popup box will come, confirming the successful submission of the plan.
Step 8 : In order to verify whether entries have been , download the document by clicking on download
button( as shown in screen shot)
28
29
The Travel Planner Approval screen can be navigated through Planners Quarterly Trainee - Plan. Here the
approval of the Travel headcount will be done. The travel approval grid is editable by the user.
30
31
SWON Planner
Headcount planning for SWON accounts is done in month wise which is further divided into normal and special
SWON
Normal -> Headcount details cant be unfreeze here
Special -> Additional HC Plan
SWON_Plan:
Swon Planner plan can be navigated through Planners > Quarterly > Swon > Plan Here SWON
headcount can be planned for particular Account name of Particular Quarter and Cluster. The headcount
plan is editable for particular month and data can be uploaded for particular plan. Even the plan can be
added account wise by clicking on the account name.by clicking on add employee we can add details of
new employee.
32
33
34
SWON_Approval:
Swon approval page can be navigated through Planners Quarterly Swon - Approval.
Here the approval of Swon account can be done. On click of particular account name its swon names will be
displayed and on click of particular Swon name the employee details will be displayed. The user can select a
particular employee and can approve hold or reject.
35
Revenue HC Planner
Revenue HCSummary:
36
Revenue Head Count summary screen can be navigated by Planners > Quarterly > Revenue Headcount >
Summary
1.
. RevenueHC Summary deals with the estimated and projected values of the effort, revenue, headcount,
onsite headcount, percentage of effort growth. Percentage of revenue growth and percentage of ofl
effort of the ISU of current and next quarter.
2.
RevenueHC Plan :
In Revenue Headcount plan screen we can upload and download report and download template for a particular
quarter and account.
37
Step 2: Save the document in your machine in same format as it was downloaded from ISOMetrix dashboard.
Step 3: Update data sheet by referring the Reference sheet.
Step 4: After making entries in the plan sheet, save it.
Step 5: Load the sheet through the dashboard, by clicking on the button ( as shown in screen shot)
38
Step 6: After successful submission of the plan, popup window will display confirming its proper
submission.
Step 7: Submit the plan, by clicking the submit button. A popup box will come, confirming the successful
submission of the plan.
Step 8: In order to verify whether entries have been, download the document by clicking on download
button ( as shown in screen shot)
RevenueHC_FreezeAccounts:
This page can be navigated through Planners > Quarterly > Revenue Headcount > Management > Freeze
Accounts. Here we can freeze the status of particular account. The status can be updated by clicking on the
39
RevenueHC_Realisation:
This screen can be navigated through Planners > Quarterly > Revenue Headcount > Management > Realization
entry. For a particular quarter and account the user can modify and update the Realisation value of the account.
RevenueHC_NewServices:
The navigation for this page can be done through Planners > Quarterly > Revenue Headcount > New Services >
Summary. In new services we can view Analytics, big data, connected marketing/social, eco sustainability, mobility
40
RevenueHC_newservices_plan:
This page can be navigated through Planners > Quarterly > Revenue Headcount > New Services > Plan.
Revenue Headcount new Service plan is used to plan the revenue headcount of new services of particular account
in particular quarter. Here the plan can be made by the user and is editable. By clicking on submit the values will
be submitted.
41
KEYMETRICS PLANNER
Key metrics Plan:
This dashboard allows user to plan the details for the various KPIs directly from the front end
This page can be navigated through Planners Quarterly - Keymetrics .In keymetrics
plan the key performance indicates such as Revenue, Headcount and Effort can be
planned for particular quarter.
The planned kpi for offsite and onsite can be entered and can be successfully saved for
approval.
42
43
Q: Account has been uploaded successfully, but unable to view Submit Button.
A Need to select values till account level from dropdowns.
Q: Getting a pop up window with message Upload file with .xls format
A: File which is uploaded is of different format from the file which was downloaded. Save the
file in format of downloaded file.
Q: Account is active, but still not appearing in the front end.
A: Account has been moved from one cluster to other. Hence its not updated in Account Status
Table. Need to update account mapping table.
For the update, connect with PMO of your ISU
44