{"text_format":"3","workbook":"xlsx","n_sheets":15,"sheets":["Overview","What is this","Items","Deliverables","Testing Scenarios","Feedback","Area","Process","WorkFlow","Step","DecompReport","ImprovementIdea","General Lookups","Macro Definitions","Macro Assignments"],"not_rendered":{"images":17,"macros":1,"defined_names":26,"pivot_tables":1},"read":"whole","date_system":"1900"}

{"sheet":"Overview","index":0,"n_rows":33,"n_cols":20,"rows_kept":33}
{"$rows_empty":32}
[{"$nulls":18}," "," "]

{"sheet":"What is this","index":1,"n_rows":52,"n_cols":6,"rows_kept":52}
[]
[]
[]
[]
[null,"Responsible","Status","Item Name","Item Description","Actions"]
[null,"John Rawls","Pending","Create lost project template for responding to engagement loss","This will be a doc that would have a few entries for why an engagement was lost.","(blank)"]
[null,null,"Started","Run spell check","Daily spell check run","(blank)"]
[null,"John Searle","Pending","02.010\n- Approve red text changes and turn text back to black\n- 02.010.040.010 add which workflow number this step is referencing","(blank)","(blank)"]
[{"$nulls":3},"02.020\nAdd hyperlink to 02.020.010.010 taking user to the area in Projector for adding clients.","Hyperlink for adding clients in Projector","(blank)"]
[{"$nulls":3},"02.020\nAdd hyperlink to 02.020.010.020 taking user to the area in Projector for adding engagements.","Hyperlink for adding engagements in Projector","(blank)"]
[{"$nulls":3},"02.020\nExplain what \"extension\" means in step 02.020.010.030 and where the user will go in Projector for the change. Add hyperlink if feasible.","Explain what \"extension\" means and add hyperlink","(blank)"]
[{"$nulls":3},"02.020\nMore details are needed for 02.020.020.010. Unclear if this is a daily requirement, where next step is entered, what exactly the next step represents.","Define \"next step\" and explain where changes are made","(blank)"]
[{"$nulls":3},"02.020\nMore details are needed for 02.020.030.010 in PPT, and step is not listed in Clarity, IncProcessMap Step tab.","Add details in PPT and define step in XLS","(blank)"]
[{"$nulls":3},"02.020\nPlease add Prospecting XLS hyperlink to step 02.020.010.040. Approve or correct red text in PPT and turn to black.","Hyperlink to Prospecting XLS","(blank)"]
[{"$nulls":3},"02.030\n- Approve red text changes and turn text back to black\n- 2.030.010.010 add where to put engagement folder in the step title\n- 2.030.020.010 add where to save the built the estimate in the step title\n- 2.030.070.010 break step into multiple steps","(blank)","(blank)"]
[{"$nulls":3},"02.040\nConsider additional instruction for Step 02.040.040.020 regarding what to do if the milestones estimate from the spreadsheet doesn’t match up with the SOW.","Consider additional instruction","(blank)"]
[{"$nulls":3},"02.040\nIs Step 02.040.050.010 a repeat of a previous process (02.040.040)? Does it need to happen twice?","Potential repetitive process","(blank)"]
[{"$nulls":3},"02.040\nPlease provide additional instruction in Step 02.040.040.010 to help the user navigate to the appropriate milestones section in Projector. Also please name the spreadsheet being referred to and provide a link.","Define appropriate area in Projector and provide access to the spreadsheet","(blank)"]
[{"$nulls":3},"02.040\nStep 02.040.040.030: Am a bit confused why milestone status is automatically set to “Achieved” for fixed price engagements. What if the milestone is still in progress?","Additional information needed","(blank)"]
[{"$nulls":3},"02.040\nStep 02.040.040.040: Am a bit confused why milestone status is automatically set to \"Pending\" for T&M engagements. What if the milestone has been achieved?","Additional information needed","(blank)"]
[{"$nulls":3},"02.040\nStep 04.020.050.040: This is at line 40 on the 'Step' tab. It is unrecorded in the PPT and appears out of order. ","Unrecorded step","(blank)"]
[{"$nulls":3},"02.040\nThere is a checklist referred to but it isn't named and no link provided in Step 02.040.050.010.","Checklist for auditing engagement and project step","(blank)"]
[{"$nulls":3},"02.040\nWhat section of Projector is the Step 02.040.020.010 referring to for the \"Setup\" tab?","Explain where the \"Setup\" tab is in Projector","(blank)"]
[{"$nulls":3},"02.040\nWhat section of Teams is the Step 02.040.010.010 referring to? I don't see an option to select a year even after clicking on the \"Teams\" icon in the pane on the left. Also, where would the SOW be housed?","Add Teams details and SOW location requirements","(blank)"]
[{"$nulls":3},"02.060\nAdd links to Projector for Step 02.060.070.010. Where are the expenses on the “setup” tab? That is the only instruction in Clarity, IncProcessMap.","Additional information and link needed","(blank)"]
[{"$nulls":3},"02.060\nAdd links to Projector job margin dashboard for Step 02.060.070.020. Job margin is not explicitly listed on the setup page, more info is needed.","Additional information and link needed","(blank)"]
[{"$nulls":3},"02.060\nAdd projector link to correct projector search page for Step 02.060.060. When do you know to close the engagement? Please define “if appropriate”.","Additional information and link needed","(blank)"]
[{"$nulls":3},"02.060\nIs there a directive for what should happen if there are more deliverables than listed in the SOW for Step 02.060.010.030?","Additional information needed","(blank)"]
[{"$nulls":3},"02.060\nIs there a fact base template for Step 02.060.020.010? If not, please create template and provide link.","Draft fact base template and provide link","(blank)"]
[{"$nulls":3},"02.060\nIt is unclear whether Step 02.060.020.030 is referring to one post-engagement meeting, or if the directions are to create a meeting series. Should include who the attendees would be (i.e. client included?).","Additional information needed","(blank)"]
[{"$nulls":3},"02.060\nMay want to clarify that the document to store findings and recommendations should be used during the post-engagement meeting for Step 02.060.020.020","Additional information needed","(blank)"]
[{"$nulls":3},"02.060\nStep 02.060.030 is unwritten in the Clarity, IncProcessMap 'Step' tab","Additional information needed","(blank)"]
[{"$nulls":3},"02.060\nStep 02.060.040 is unwritten in the Clarity, IncProcessMap 'Step' tab","Additional information needed","(blank)"]
[{"$nulls":3},"02.060\nStep 02.060.050 is unwritten in the Clarity, IncProcessMap 'Step' tab","Additional information needed","(blank)"]
[{"$nulls":3},"02.060\nStep 02.060.070.030 description in Clarity, IncProcessMap reviews how to change project stage. Is this the correct description for this step?","Review directions in 'Step' tab","(blank)"]
[{"$nulls":3},"02.070\n- Approve red text changes and turn text back to black","(blank)","(blank)"]
[{"$nulls":3},"02.080\nWhat section of Teams is Step 02.080.020.010 referring to? I don't see an option to select a year even after clicking on the \"Teams\" icon in the pane on the left.","Additional information and link needed","(blank)"]
[{"$nulls":3},"02.100\nAll the instructions for these steps (02.100.010.010-080) have been copy and pasted repetitively in the spreadsheet. Needs to be broken down so that each step has its own detailed instructions.","Steps must be broken out in single step descriptions in the Clarity, IncProcessMap 'Step' tab","(blank)"]
[{"$nulls":3},"02.100\nCould use information about where the user will find relevant tabs in Projector for all steps in 02.100.020","Links to Projector needed for 6 steps","(blank)"]
[{"$nulls":3},"02.100\nI think Step 02.100.020.060 may belong at the end of workflow 02.100.010.","Review placement of step","(blank)"]
[{"$nulls":3},"02.100\nWhat kicks off this process? Is this done as part of regular ROB?","Need to identify triggers","(blank)"]
[{"$nulls":3},"02.100\nWorkflow 02.100.03 is not found in spreadsheet. May need to correct at the ‘WorkFlow’ tab.\nHow does the user know if there are unsubmitted expenses? What about out of pocket expenses not charged to AmEx?","Additional information is required","(blank)"]
[{"$nulls":3},"Create engagement folder checklist","Create an engagement folder checklist that identifies the required and optional objects that need to be stored when a project is bid or active. ","(blank)"]
[null,"Claire Robinson","Pending","Check area process, workflow, and steps for completeness in each cell","(blank)","(blank)"]
[null,"Larry Grant","Pending","02.030 \nCreate checklist for step 02.030.040.030 and link in Process Definition, Process Map, and Process Diagram","Checklist that compares the estimate to milestones ","(blank)"]
[{"$nulls":3},"02.030 \nCreate checklist for step 02.030.050.010 and link in Process Definition, Process Map, and Process Diagram","Checklist for drafting SOW","(blank)"]
[{"$nulls":3},"02.030 \nCreate checklist for step 02.030.050.020 and link in Process Definition, Process Map, and Process Diagram","Checklist for auditing and updating engagements in checklist that ensures that information in the SOW matches the information in the engagement, project, and contract line item details.","(blank)"]
[{"$nulls":3},"02.090\nCreate checklist for step 02.090.030.030 and link in Process Definition, Process Map, and Process Diagram","Checklist for lost project template","(blank)"]
[null,"Larry Grant\nRoss Colebrook\nDavid Hume\nJohn Rawls\nJohn Searle","Started","Draft 02.060 Complete the Engagement process definitions","(blank)","(blank)"]
[null,"Ross  Colebrook","Started","Create engagement checklist","Create an engagement checklist that covers all stages of an engagement in Projector PSA. ","(blank)"]
[null,"Whole Team","Started","Begin testing scenarios into the feedback tab","(blank)","(blank)"]
[null,"Grand Total"]

{"sheet":"Items","index":2,"n_rows":102,"n_cols":12,"rows_kept":102}
[]
[]
[]
[null,null,{"$f":"tablename(C7)","v":"tblItem"}]
[null,null,"ItemId","ItemType","ItemName","ItemDescription","Status","ResolutionDue","Responsible","Supporting","Actions","Notes"]
[null,null,"ItemId","ItemType","ItemName","ItemDescription","Status","ResolutionDue","Responsible","Supporting","Actions","Notes"]
[null,null,{"v":1,"d":"IT0001"},"Action Item","Set up Teams","Set up folders within Teams to support process mapping exercise","Complete","2022-12-22","Larry Grant",null,"Created Teams folder here"]
[null,null,{"v":2,"d":"IT0002"},"Action Item","Set up XLS for Process Capture",null,"Complete","2022-12-26","Larry Grant",null,null,"More changes possible"]
[null,null,{"v":3,"d":"IT0003"},"Action Item","Set up PowerPoint Process Diagram Template",null,"Complete","2022-12-26","Larry Grant",null,null,"Need to create a separate PPT"]
[null,null,{"v":4,"d":"IT0004"},"Action Item","Create wall on which we can build processes in Larry's office",null,"Complete","2022-12-26","Larry Grant"]
[null,null,{"v":5,"d":"IT0005"},"Action Item","Meet Tuesday, Dec 27 to build out priority processes",null,"Complete","2022-12-27","Larry Grant","Justin McDonald"]
[null,null,{"v":6,"d":"IT0006"},"Action Item","Reset Projector PSA sandbox after Dec 27",null,"Complete","2023-01-04","Claire Robinson"]
[null,null,{"v":7,"d":"IT0007"},"Action Item","Add workstreams to project plan",null,"Complete","2023-01-03","John Rawls"]
[null,null,{"v":8,"d":"IT0008"},"Action Item","Create 04 process folder structure and shell decks for 04.010 and 04.050",null,"Complete","2023-01-03","Jaakko Hintikka"]
[null,null,{"v":9,"d":"IT0009"},"Action Item","Create shell decks for 04.020 and 04.060",null,"Complete","2023-01-03","Ruth Barcan"]
[null,null,{"v":10,"d":"IT0010"},"Action Item","Draft 04.010 workflows and steps and begin testing",null,"Complete","2023-01-04","Jaakko Hintikka","Justin McDonald, Claire Robinson"]
[null,null,{"v":11,"d":"IT0011"},"Action Item","Draft 04.020 workflows and steps",null,"Complete","2023-01-04","Ruth Barcan","Justin McDonald, Claire Robinson"]
[null,null,{"v":12,"d":"IT0012"},"Action Item","Merge shell decks into one deck",null,"Complete","2023-01-04","Jaakko Hintikka"]
[null,null,{"v":13,"d":"IT0013"},"Action Item","Create the Basic Process Definition deck for 02.0 Run Engagements","This deck will have each workflow and step that corresponds to the 02.0 Run Engagements Area.","Complete","2023-01-03","John Rawls","Larry Grant\nJohn Searle\nDavid Hume\nRoss Colebrook"]
[null,null,{"v":14,"d":"IT0014"},"Action Item","Finish Basic Process Definition deck for 02.0 Run Engagements",null,"Cancelled","2023-01-13","John Rawls","Larry Grant\nJohn Searle\nDavid Hume\nRoss Colebrook",null,"Team is working on one process under the 02 Run Engagements area every day. Will be completed on time if team keeps pace of doing one per day.\n- Cancelled with note from Larry: \"This is the whole project\""]
[null,null,{"v":15,"d":"IT0015"},"Action Item","Run spell check","Daily spell check run","Complete","2023-01-19","John Rawls"]
[null,null,{"v":16,"d":"IT0016"},"Decision","Add workflow numbers to the top of each column in each workflow slide in the process definition decks",null,null,"2023-01-05","Larry Grant"]
[null,null,{"v":17,"d":"IT0017"},"Decision","Both teams will create links, checklists, etc. as needed in their workflow slides in the process definition decks",null,null,"2023-01-05","Larry Grant"]
[null,null,{"v":18,"d":"IT0018"},"Action Item","Add initial workflows and steps into Process Map for 04.010 Run Payroll",null,"Complete","2023-01-05","Jaakko Hintikka"]
[null,null,{"v":19,"d":"IT0019"},"Action Item","Create engagement checklist","Create an engagement checklist that covers all stages of an engagement in Projector PSA. ","Complete","2023-01-17","Ross  Colebrook","David Hume\nJohn Rawls"]
[null,null,{"v":20,"d":"IT0020"},"Action Item","Create engagement folder checklist","Create an engagement folder checklist that identifies the required and optional objects that need to be stored when a project is bid or active. ","Complete","2023-01-12","John Searle","David Hume"]
[null,null,{"v":21,"d":"IT0021"},"Action Item","Add initial workflows and steps into Process Map for 04.020 Send Invoices",null,"Complete","2023-01-05","Ruth Barcan"]
[null,null,{"v":22,"d":"IT0022"},"Action Item","Review 04.010 and 04.020 initial workflows/steps in the Process Map",null,"Complete","2023-01-06","Justin McDonald","Claire Robinson"]
[null,null,{"v":23,"d":"IT0023"},"Action Item","Begin initial draft of Process Diagram for 04.010",null,"Complete","2023-01-06","Jaakko Hintikka"]
[null,null,{"v":24,"d":"IT0024"},"Action Item","Begin initial draft of Process Diagram for 04.020",null,"Complete","2023-01-06","Ruth Barcan"]
[null,null,{"v":25,"d":"IT0025"},"Action Item","Review 04.010 and 04.020 Process Diagram",null,"Complete","2023-01-06","Justin McDonald","Claire Robinson"]
[null,null,{"v":26,"d":"IT0026"},"Action Item","Draft Process Definition for 04.050 Manage AmEx",null,"Complete","2023-01-09","Jaakko Hintikka","Justin McDonald"]
[null,null,{"v":27,"d":"IT0027"},"Action Item","Draft Process Definition for 04.060 Mark Invoices Paid",null,"Complete","2023-01-09","Ruth Barcan","Claire Robinson"]
[null,null,{"v":28,"d":"IT0028"},"Action Item","Add retainer invoices and closing invoices to 04.020 Process Diagram",null,"Complete","2023-01-11","Ruth Barcan","Claire Robinson"]
[null,null,{"v":29,"d":"IT0029"},"Action Item","Add Process and Steps into Process Map for 04.050",null,"Complete","2023-01-10","Jaakko Hintikka"]
[null,null,{"v":30,"d":"IT0030"},"Action Item","Add Process and Steps into Process Map for 04.060",null,"Complete","2023-01-10","Ruth Barcan"]
[null,null,{"v":31,"d":"IT0031"},"Action Item","Review Process Map for 04.050 and 04.060",null,"Complete","2023-01-10","Justin McDonald","Claire Robinson"]
[null,null,{"v":32,"d":"IT0032"},"Action Item","Draft Process Diagram for 04.050",null,"Complete","2023-01-10","Jaakko Hintikka"]
[null,null,{"v":33,"d":"IT0033"},"Action Item","Draft Process Diagram for 04.060",null,"Complete","2023-01-10","Ruth Barcan"]
[null,null,{"v":34,"d":"IT0034"},"Action Item","Review Process Diagram for 04.050 and 04.060",null,"Complete","2023-01-10","Justin McDonald","Claire Robinson"]
[null,null,{"v":35,"d":"IT0035"},"Action Item","Draft 02.040 Activate the Engagement process definitions",null,"Complete","2023-01-04","Larry Grant\nRoss Colebrook\nDavid Hume\nJohn Rawls\nJohn Searle"]
[null,null,{"v":36,"d":"IT0036"},"Action Item","Review 02.040 Activate the Engagement process definitions",null,"Complete","2023-01-05","Larry Grant","Ross Colebrook\nDavid Hume\nJohn Rawls\nJohn Searle"]
[null,null,{"v":37,"d":"IT0037"},"Action Item","Draft 02.050 Lead Engagement process definitions",null,"Complete","2023-01-05","Larry Grant\nRoss Colebrook\nDavid Hume\nJohn Rawls\nJohn Searle"]
[null,null,{"v":38,"d":"IT0038"},"Action Item","Review 02.050 Lead Engagement process definitions",null,"Complete","2023-01-06","Larry Grant","Ross Colebrook\nDavid Hume\nJohn Rawls\nJohn Searle"]
[null,null,{"v":39,"d":"IT0039"},"Action Item","Draft 02.060 Complete the Engagement process definitions",null,"Complete","2023-01-06","Larry Grant\nRoss Colebrook\nDavid Hume\nJohn Rawls\nJohn Searle"]
[null,null,{"v":40,"d":"IT0040"},"Action Item","Review 02.060 Complete the Engagement process definitions",null,"Complete","2023-01-09","Larry Grant","Ross Colebrook\nDavid Hume\nJohn Rawls\nJohn Searle"]
[null,null,{"v":41,"d":"IT0041"},"Action Item","Draft 02.070 Cancel an Engagement process definitions",null,"Complete","2023-01-09","Ross  Colebrook"]
[null,null,{"v":42,"d":"IT0042"},"Action Item","Draft 02.080 Put an Engagement on Hold process definitions",null,"Complete","2023-01-09","Ross  Colebrook"]
[null,null,{"v":43,"d":"IT0043"},"Action Item","Draft 02.090 Respond to Engagement Loss process definitions",null,"Complete","2023-01-09","John Rawls"]
[null,null,{"v":44,"d":"IT0044"},"Action Item","Draft 02.100 Audit and Correct Engagement Data process definitions",null,"Complete","2023-01-10","Ross Colebrook\nDavid Hume\nJohn Rawls","John Searle"]
[null,null,{"v":45,"d":"IT0045"},"Action Item","Draft initial process diagrams for all workflows using Brian's structure",null,"Complete","2023-01-10","John Rawls",null,null,"These will have to be revisited once the processes are refined in the cross-team review process"]
[null,null,{"v":46,"d":"IT0046"},"Action Item","Create lost project template for responding to engagement loss","This will be a doc that would have a few entries for why an engagement was lost.","Complete","2023-01-19","John Rawls",null,"Needs to be reviewed","02.040.050.030 Lost Project Template.docx"]
[null,null,{"v":47,"d":"IT0047"},"Action Item","Merge process definitions and process diagrams into one deck to match Brian's structure",null,"Complete","2023-01-10","John Rawls",null,null,"Also ensure consistent formatting throughout the deck"]
[null,null,{"v":48,"d":"IT0048"},"Action Item","Spell check",null,"Complete","2023-01-10","John Rawls"]
[null,null,{"v":49,"d":"IT0049"},"Action Item","Pass papers and do initial test processes",null,"Complete","2023-01-12","Whole Team"]
[null,null,{"v":50,"d":"IT0050"},"Action Item","Begin testing scenarios and document into the feedback tab",null,"Cancelled","2023-01-19","Whole Team"]
[null,null,{"v":51,"d":"IT0051"},"Action Item","Clean up Process Diagram slides",null,"Complete","2023-01-13","David Hume\nRoss Colebrook","Ross Colebrook"]
[null,null,{"v":52,"d":"IT0052"},"Action Item","02.010\n- Approve red text changes and turn text back to black\n- 02.010.040.010 add which workflow number this step is referencing",null,"Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,{"v":53,"d":"IT0053"},"Action Item","02.030\n- Approve red text changes and turn text back to black\n- 2.030.010.010 add where to put engagement folder in the step title\n- 2.030.020.010 add where to save the built the estimate in the step title\n- 2.030.070.010 break step into multiple steps",null,"Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,{"v":54,"d":"IT0054"},"Action Item","02.030 \nCreate checklist for step 02.030.040.030 and link in Process Definition, Process Map, and Process Diagram","Checklist that compares the estimate to milestones ","Complete",null,"Larry Grant",null,null,"Checklist mentioned on step 02.030.040.030 that is not currently linked in any process document"]
[null,null,{"v":55,"d":"IT0055"},"Action Item","02.030 \nCreate checklist for step 02.030.050.010 and link in Process Definition, Process Map, and Process Diagram","Checklist for drafting SOW","Cancelled",null,"Larry Grant",null,null,"Checklist mentioned on step 02.030.050.010 that is not currently linked in any process document"]
[null,null,{"v":56,"d":"IT0056"},"Action Item","02.030 \nCreate checklist for step 02.030.050.020 and link in Process Definition, Process Map, and Process Diagram","Checklist for auditing and updating engagements in checklist that ensures that information in the SOW matches the information in the engagement, project, and contract line item details.","Complete",null,"Larry Grant",null,null,"Checklist mentioned on step 02.030.050.020 that is not currently linked in any process document"]
[null,null,{"v":57,"d":"IT0057"},"Action Item","02.070\n- Approve red text changes and turn text back to black",null,"Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,{"v":58,"d":"IT0058"},"Action Item","02.090\nCreate checklist for step 02.090.030.030 and link in Process Definition, Process Map, and Process Diagram","Checklist for lost project template","Cancelled",null,"Larry Grant",null,null,"Checklist mentioned on step 02.090.030.030 that is not currently linked in any process document"]
[null,null,"IT0059","Action Item","02.020\nAdd hyperlink to 02.020.010.010 taking user to the area in Projector for adding clients.","Hyperlink for adding clients in Projector","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0060","Action Item","02.020\nAdd hyperlink to 02.020.010.020 taking user to the area in Projector for adding engagements.","Hyperlink for adding engagements in Projector","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0061","Action Item","02.020\nExplain what \"extension\" means in step 02.020.010.030 and where the user will go in Projector for the change. Add hyperlink if feasible.","Explain what \"extension\" means and add hyperlink","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0062","Action Item","02.020\nPlease add Prospecting XLS hyperlink to step 02.020.010.040. Approve or correct red text in PPT and turn to black.","Hyperlink to Prospecting XLS","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0063","Action Item","02.020\nMore details are needed for 02.020.020.010. Unclear if this is a daily requirement, where next step is entered, what exactly the next step represents.","Define \"next step\" and explain where changes are made","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0064","Action Item","02.020\nMore details are needed for 02.020.030.010 in PPT, and step is not listed in Clarity, IncProcessMap Step tab.","Add details in PPT and define step in XLS","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0065","Action Item","02.040\nWhat section of Teams is the Step 02.040.010.010 referring to? I don't see an option to select a year even after clicking on the \"Teams\" icon in the pane on the left. Also, where would the SOW be housed?","Add Teams details and SOW location requirements","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0066","Action Item","02.040\nWhat section of Projector is the Step 02.040.020.010 referring to for the \"Setup\" tab?","Explain where the \"Setup\" tab is in Projector","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0067","Action Item","02.040\nPlease provide additional instruction in Step 02.040.040.010 to help the user navigate to the appropriate milestones section in Projector. Also please name the spreadsheet being referred to and provide a link.","Define appropriate area in Projector and provide access to the spreadsheet","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0068","Action Item","02.040\nConsider additional instruction for Step 02.040.040.020 regarding what to do if the milestones estimate from the spreadsheet doesn’t match up with the SOW.","Consider additional instruction","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,"IT0069","Action Item","02.040\nStep 02.040.040.030: Am a bit confused why milestone status is automatically set to “Achieved” for fixed price engagements. What if the milestone is still in progress?","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0070","Action Item","02.040\nStep 02.040.040.040: Am a bit confused why milestone status is automatically set to \"Pending\" for T&M engagements. What if the milestone has been achieved?","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0071","Action Item","02.040\nStep 04.020.050.040: This is at line 40 on the 'Step' tab. It is unrecorded in the PPT and appears out of order. ","Unrecorded step","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0072","Action Item","02.040\nThere is a checklist referred to but it isn't named and no link provided in Step 02.040.050.010.","Checklist for auditing engagement and project step","Complete",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0073","Action Item","02.040\nIs Step 02.040.050.010 a repeat of a previous process (02.040.040)? Does it need to happen twice?","Potential repetitive process","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0074","Action Item","02.060\nIs there a directive for what should happen if there are more deliverables than listed in the SOW for Step 02.060.010.030?","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,"IT0075","Action Item","02.060\nIs there a fact base template for Step 02.060.020.010? If not, please create template and provide link.","Draft fact base template and provide link","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0076","Action Item","02.060\nMay want to clarify that the document to store findings and recommendations should be used during the post-engagement meeting for Step 02.060.020.020","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0077","Action Item","02.060\nIt is unclear whether Step 02.060.020.030 is referring to one post-engagement meeting, or if the directions are to create a meeting series. Should include who the attendees would be (i.e. client included?).","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0078","Action Item","02.060\nStep 02.060.030 is unwritten in the Clarity, IncProcessMap 'Step' tab","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0079","Action Item","02.060\nStep 02.060.040 is unwritten in the Clarity, IncProcessMap 'Step' tab","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0080","Action Item","02.060\nStep 02.060.050 is unwritten in the Clarity, IncProcessMap 'Step' tab","Additional information needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0081","Action Item","02.060\nAdd projector link to correct projector search page for Step 02.060.060. When do you know to close the engagement? Please define “if appropriate”.","Additional information and link needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0082","Action Item","02.060\nAdd links to Projector for Step 02.060.070.010. Where are the expenses on the “setup” tab? That is the only instruction in Clarity, IncProcessMap.","Additional information and link needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0083","Action Item","02.060\nAdd links to Projector job margin dashboard for Step 02.060.070.020. Job margin is not explicitly listed on the setup page, more info is needed.","Additional information and link needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0084","Action Item","02.060\nStep 02.060.070.030 description in Clarity, IncProcessMap reviews how to change project stage. Is this the correct description for this step?","Review directions in 'Step' tab","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0085","Action Item","02.080\nWhat section of Teams is Step 02.080.020.010 referring to? I don't see an option to select a year even after clicking on the \"Teams\" icon in the pane on the left.","Additional information and link needed","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,"IT0086","Action Item","02.100\nWhat kicks off this process? Is this done as part of regular ROB?","Need to identify triggers","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0087","Action Item","02.100\nAll the instructions for these steps (02.100.010.010-080) have been copy and pasted repetitively in the spreadsheet. Needs to be broken down so that each step has its own detailed instructions.","Steps must be broken out in single step descriptions in the Clarity, IncProcessMap 'Step' tab","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,"IT0088","Action Item","02.100\nCould use information about where the user will find relevant tabs in Projector for all steps in 02.100.020","Links to Projector needed for 6 steps","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0089","Action Item","02.100\nI think Step 02.100.020.060 may belong at the end of workflow 02.100.010.","Review placement of step","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,"IT0090","Action Item","02.100\nWorkflow 02.100.03 is not found in spreadsheet. May need to correct at the ‘WorkFlow’ tab.\nHow does the user know if there are unsubmitted expenses? What about out of pocket expenses not charged to AmEx?","Additional information is required","Cancelled",null,"John Searle","John Rawls\nDavid Hume\nRoss Colebrook",null,"Changes should be made in the Engagement PPT and in the Clarity, IncProcessMap 'Step' tab"]
[null,null,{"v":91,"d":"IT0091"},"Action Item","Check area process, workflow, and steps for completeness in each cell",null,"Cancelled",null,"Claire Robinson"]
[null,null,{"v":92,"d":"IT0092"},"Action Item","Begin incorporating 1/17-19 testing feedback into Process Definition, Map, and Diagram",null,"Cancelled",null,"Whole Team"]
[null,null,{"v":93,"d":"IT0093"},"Decision","When Projector and Process training are developed, we will include an overview of Projector components and how they engage with our dashboards",null,null,"2023-01-20","Justin McDonald"]
[null,null,{"v":94,"d":"IT0094"},"Action Item","Clean up Prospecting XLS so it can more easily support the 02.010 Pursue Prospect process",null,"Complete","2023-01-27","Larry Grant\n","Justin McDonald"]
[null,null,{"v":95,"d":"IT0095"},"Action Item","Fill in SupportingTool field for every step",null,"Complete","2023-01-26","Justin McDonald"]
[null,null,{"v":96,"d":"IT0096"},"Action Item","Fill in SupportingTool field for every step",null,"Complete","2023-01-26","John Searle"]

{"sheet":"Deliverables","index":3,"n_rows":12,"n_cols":16,"rows_kept":12}
[]
[]
[]
[null,null,{"$f":"tablename(C6)","v":"tblDeliverable"}]
[null,null,"DeliverableId","Deliverable","Description","Purpose","TableOfContents","Process Area","Status","Health","Start","Due","Responsible","Approver","Contributors","Notes"]
[null,null,{"v":1,"d":"DL0001"},"Basic Process Definition for Run Engagements Process","A temporary work product built in PowerPoint that frames out the Workflows and Steps for Run Engagement Processes","Enable detail mapping of Run Engagements","Process\nWorkflow\nSteps","Run Engagements","Started","Green","2023-01-03","2023-01-13","Larry Grant","Larry Grant","John Searle\nJohn Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,{"v":2,"d":"DL0002"},"Basic Process Definition for designated Finance Processes","A temporary work product built in PowerPoint that frames out the Workflows and Steps for designated Control Finance Processes","Enable detail mapping of designated Control Finance Processes","Process\nWorkflow\nSteps","Control Finance","Started","Green","2023-01-03","2023-01-13","Justin McDonald","Larry Grant","Claire Robinson\nRuth Barcan\nJaakko Hintikka"]
[null,null,{"v":3,"d":"DL0003"},"Process Map for  Run Engagement Processes","An Excel Workbook that contains the process definitions for the designated processes","Improve operations accuracy and speed\nEnable training development\nImprove dblCheck","Area\nProcess\nWorkflow\nSteps\nAutomation Ideas","Run Engagements","Started","Green","2022-12-22","2023-01-27","Larry Grant","Larry Grant","John Searle\nJohn Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,{"v":4,"d":"DL0004"},"Process Map for Designated Finance Processes","An Excel Workbook that contains the process definitions for the designated processes","Improve operations accuracy and speed\nEnable training development\nImprove dblCheck","Area\nProcess\nWorkflow\nSteps\nAutomation Ideas","Run Engagements","Started","Green","2023-01-03","2023-01-27","Larry Grant","Larry Grant","Claire Robinson\nRuth Barcan\nJaakko Hintikka"]
[null,null,{"v":5,"d":"DL0005"},"Process Diagrams for Run Engagements Process","A PowerPoint presentation that summarizes Areas, Processes and Workflows","Enable process discussions and education\n\nAllow process evolution\n\nIdentify and encourage automation","Overview\nDiagrams","Run Engagements","Started","Green","2022-12-27","2023-01-27","Larry Grant","Larry Grant","John Searle\nJohn Rawls\nDavid Hume\nRoss Colebrook"]
[null,null,{"v":6,"d":"DL0006"},"Process Diagrams for Designated Finance Processes","A PowerPoint presentation that summarizes Areas, Processes and Workflows","Enable process discussions and education\n\nAllow process evolution\n\nIdentify and encourage automation","Overview\nDiagrams","Control Finance","Started","Green","2022-12-27","2023-01-27","Justin McDonald","Larry Grant","Claire Robinson\nRuth Barcan\nJaakko Hintikka"]
[null,null,{"v":7,"d":"DL0007"},"Recommended Automations, Checklists and Other Supporting Assets","A PowerPoint presentation that draws from the Automation Ideas table","Direct the Clarity, Inc Dev Ops team","Overview\nAutomation Recommendation Details\nAutomation Timeline","Run Engagements","Pending","Grey","2022-12-27","2023-01-27","Claire Robinson","Larry Grant","John Searle\nJohn Rawls\nDavid Hume\nRoss Colebrook\nRuth Barcan\nJaakko Hintikka\nJustin McDonald"]

{"sheet":"Testing Scenarios","index":4,"n_rows":67,"n_cols":12,"rows_kept":67}
[]
[]
[]
[]
[null,null,"ScenarioId","ProcessID","Business Area","Process","Process Name","Scenario","Responsible","Supporting","Status","Notes"]
[null,null,{"v":25,"d":"TE0025"},"02.010",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.010 - Pursue prospect"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Pursue prospect"},"Create a new project prospect with existing client","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":26,"d":"TE0026"},"02.010",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.010 - Pursue prospect"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Pursue prospect"},"Create a new prospect with new client","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":24,"d":"TE0024"},"02.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.020 - Develop opportunity"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Develop opportunity"},"Create an extension (new prospect) of an existing project","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":27,"d":"TE0027"},"02.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.020 - Develop opportunity"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Develop opportunity"},"Create an opportunity from a prospect in Projector","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":28,"d":"TE0028"},"02.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.020 - Develop opportunity"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Develop opportunity"},"Create a new opportunity from scratch (no prospect)","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":63,"d":"TE0063"},"02.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.020 - Develop opportunity"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Develop opportunity"},"Create a new opportunity that is an extension of an existing project","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":29,"d":"TE0029"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid a fixed price project as subcontractor (MSFT / Amaxra)","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":30,"d":"TE0030"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid a T&M project","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":31,"d":"TE0031"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid a fixed price project as direct vendor","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":32,"d":"TE0032"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid a retainer project","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":33,"d":"TE0033"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid a project with MSA required and in possession","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":34,"d":"TE0034"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid project with MSA required but not in possession","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":35,"d":"TE0035"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid a project with no MSA required","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":36,"d":"TE0036"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid a dblCheck project","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":37,"d":"TE0037"},"02.030",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.030 - Bid project"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Bid project"},"Bid Small Biz Strategic Planning project","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":38,"d":"TE0038"},"02.040",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.040 - Activate the engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Activate the engagement"},"Activate a T&M project","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":39,"d":"TE0039"},"02.040",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.040 - Activate the engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Activate the engagement"},"Activate a fixed price project","Ruth Barcan","Justin McDonald","Complete"]
[null,null,{"v":40,"d":"TE0040"},"02.040",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.040 - Activate the engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Activate the engagement"},"Activate a retainer project","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":41,"d":"TE0041"},"02.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.050 - Lead engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Lead engagement"},"Lead client project using client infrastructure","Ruth Barcan","Justin McDonald","Complete"]
[null,null,{"v":42,"d":"TE0042"},"02.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.050 - Lead engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Lead engagement"},"Lead a client project using Clarity, Inc infrastructure","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":43,"d":"TE0043"},"02.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.050 - Lead engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Lead engagement"},"Manage fixed price project","Ruth Barcan","Justin McDonald","Complete"]
[null,null,{"v":44,"d":"TE0044"},"02.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.050 - Lead engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Lead engagement"},"Manage a T&M project","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":45,"d":"TE0045"},"02.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.060 - Complete engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Complete engagement"},"Complete fixed price project","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":46,"d":"TE0046"},"02.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.060 - Complete engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Complete engagement"},"Complete a T&M project","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":47,"d":"TE0047"},"02.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.060 - Complete engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Complete engagement"},"Complete a retainer project","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":48,"d":"TE0048"},"02.070",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.070 - Cancel an engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Cancel an engagement"},"Cancel a fixed price engagement","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":49,"d":"TE0049"},"02.070",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.070 - Cancel an engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Cancel an engagement"},"Cancel a T&M engagement","Jaakko Hintikka","Claire Robinson","Complete","Step 02.070.020.010 description is missing details"]
[null,null,{"v":50,"d":"TE0050"},"02.070",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.070 - Cancel an engagement"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Cancel an engagement"},"Cancel a retainer engagement","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":51,"d":"TE0051"},"02.080",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.080 - Put an engagement on hold"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Put an engagement on hold"},"Put a fixed price engagement on hold","Ruth Barcan","Justin McDonald","Complete"]
[null,null,{"v":52,"d":"TE0052"},"02.080",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.080 - Put an engagement on hold"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Put an engagement on hold"},"Put a T&M engagement on hold","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":53,"d":"TE0053"},"02.080",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.080 - Put an engagement on hold"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Put an engagement on hold"},"Put a retainer engagement on hold","Ruth Barcan","Claire Robinson","Complete"]
[null,null,{"v":54,"d":"TE0054"},"02.090",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.090 - Respond to engagement loss"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Respond to engagement loss"},"Respond to a fixed price engagement loss","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":55,"d":"TE0055"},"02.090",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.090 - Respond to engagement loss"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Respond to engagement loss"},"Respond to a T&M engagement loss","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":56,"d":"TE0056"},"02.090",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.090 - Respond to engagement loss"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Respond to engagement loss"},"Respond to a retainer engagement loss","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":57,"d":"TE0057"},"02.100",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.100 - Audit and correct engagement data"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Audit and correct engagement data"},"Verify fixed price engagement data as subcontractor","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":58,"d":"TE0058"},"02.100",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.100 - Audit and correct engagement data"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Audit and correct engagement data"},"Verify fixed price engagement data as direct vendor","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":59,"d":"TE0059"},"02.100",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.100 - Audit and correct engagement data"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Audit and correct engagement data"},"Verify T&M engagement data","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":60,"d":"TE0060"},"02.100",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.100 - Audit and correct engagement data"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Audit and correct engagement data"},"Verify retainer engagement data","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":61,"d":"TE0061"},"02.100",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.100 - Audit and correct engagement data"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Audit and correct engagement data"},"Verify dblCheck engagement data","Jaakko Hintikka","Claire Robinson","Complete"]
[null,null,{"v":62,"d":"TE0062"},"02.100",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"02.100 - Audit and correct engagement data"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Audit and correct engagement data"},"Verify Strategic Planning engagement data","Jaakko Hintikka","Justin McDonald","Complete"]
[null,null,{"v":1,"d":"TE0001"},"04.010",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.010 - Run payroll"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Run payroll"},"Run payroll that has no reimbursements, deductions, or bonuses","John Searle","Justin McDonald","Complete"]
[null,null,{"v":2,"d":"TE0002"},"04.010",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.010 - Run payroll"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Run payroll"},"Run payroll that has reimbursements, deductions, and bonuses","John Searle","Justin McDonald","Complete"]
[null,null,{"v":3,"d":"TE0003"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Send an invoice to one client that has many fixed price projects","Ross Colebrook","John Searle","Complete"]
[null,null,{"v":4,"d":"TE0004"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Send one invoice to a client with multiple T&M projects","Ross Colebrook","John Searle","Complete"]
[null,null,{"v":5,"d":"TE0005"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Send one invoice to a client with multiple fixed price and T&M projects","Ross Colebrook","John Searle","Complete"]
[null,null,{"v":6,"d":"TE0006"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Send one invoice to a client with a mix of T&M and retainer projects","Ross Colebrook","John Searle","Complete"]
[null,null,{"v":7,"d":"TE0007"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Send an invoice to one client with one fixed price project","Ross Colebrook","Larry Grant","Complete"]
[null,null,{"v":8,"d":"TE0008"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Send an invoice to one client with one T&M project","Ross Colebrook","Larry Grant","Complete"]
[null,null,{"v":9,"d":"TE0009"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Send an invoice to a client with a retainer agreement","Ross Colebrook","Larry Grant","Complete"]
[null,null,{"v":10,"d":"TE0010"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Create an invoice with expenses billed to client","Ross Colebrook","John Searle","Complete"]
[null,null,{"v":11,"d":"TE0011"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Create an invoice with expenses not billed to client","Ross Colebrook","John Searle","Complete"]
[null,null,{"v":13,"d":"TE0013"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Recognize revenue across multiple months with only a single invoice","Ross Colebrook","Larry Grant","Complete"]
[null,null,{"v":14,"d":"TE0014"},"04.020",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.020 - Send invoices"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Send invoices"},"Scope and price change invoice (we usually add an extension to the project, but there is a case where client does not want an additional contract to cover a scope change)","Ross Colebrook","Larry Grant","Cancelled"]
[null,null,{"v":15,"d":"TE0015"},"04.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.050 - Manage AmEx"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Manage AmEx"},"Test AmEx reminder email PowerAutomate when all expenses have already been logged in Projector","John Rawls","John Searle","Complete","Complete pending feedback implementation"]
[null,null,{"v":16,"d":"TE0016"},"04.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.050 - Manage AmEx"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Manage AmEx"},"Test AmEx reminder email PowerAutomate when some, but not all, expenses have been logged into Projector","John Rawls","John Searle","Cancelled","Cannot test without creating dummy AmEx data, but the flow makes sense."]
[null,null,{"v":17,"d":"TE0017"},"04.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.050 - Manage AmEx"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Manage AmEx"},"Test Amex reminder email PowerAutomate when no expenses have been entered into Projector","John Rawls","John Searle","Cancelled","Cannot test without creating dummy AmEx data, but the flow makes sense."]
[null,null,{"v":18,"d":"TE0018"},"04.050",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.050 - Manage AmEx"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Manage AmEx"},"Review AmEx expenses at the end of the month to ensure they are all in Projector","John Rawls","John Searle","Complete","Complete pending feedback implementation"]
[null,null,{"v":19,"d":"TE0019"},"04.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.060 - Close monthly books"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Close monthly books"},"Receive a single payment for one project","David Hume","Larry Grant","Complete","Steps work, adding links to steps on 1/25, will be final then."]
[null,null,{"v":20,"d":"TE0020"},"04.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.060 - Close monthly books"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Close monthly books"},"Receive a single payment for multiple projects on one invoice","David Hume","Larry Grant","Complete","Steps work, adding links to steps on 1/25, will be final then."]
[null,null,{"v":21,"d":"TE0021"},"04.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.060 - Close monthly books"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Close monthly books"},"Receive a single payment for multiple projects and multiple invoices","David Hume","Larry Grant","Complete","Steps work, adding links to steps on 1/25, will be final then."]
[null,null,{"v":22,"d":"TE0022"},"04.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.060 - Close monthly books"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Close monthly books"},"Receive a payment not associated with an invoice","David Hume","Larry Grant","Complete","Steps work, adding links to steps on 1/25, will be final then."]
[null,null,{"v":23,"d":"TE0023"},"04.060",{"$f":"_xlfn.XLOOKUP(_xlfn.NUMBERVALUE(LEFT(tblTestScenario[[#This Row],[ProcessID]],FIND(\".\",tblTestScenario[[#This Row],[ProcessID]],1)-1)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Process not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblTestScenario[[#This Row],[ProcessID]] & \" - \" & tblTestScenario[[#This Row],[Process Name]]","v":"04.060 - Close monthly books"},{"$f":"IF(tblTestScenario[[#This Row],[ProcessID]]=\"\",\"\",_xlfn.XLOOKUP(tblTestScenario[[#This Row],[ProcessID]],tblProcess[ProcessNo],tblProcess[Process],\"Process not found\",0,1))","v":"Close monthly books"},"Follow-up on an overdue invoice","David Hume","Larry Grant","Complete","Steps work, adding links to steps on 1/25, will be final then."]

{"sheet":"Feedback","index":5,"n_rows":130,"n_cols":10,"rows_kept":130}
[]
[]
[]
[null,null,{"$f":"tablename(C6)","v":"tblFeedback"}]
[null,null,"FeedbackID","Process ID or Step ID","Contributor","Feedback","FeedbackDate","Status","Actions","Assigned to"]
[null,null,{"v":1,"d":"FB0001"},"02.010","Jaakko Hintikka","For step 02.010.040 which workflow does this lead to? Add workflow number","2023-01-12","Applied","Revise the PowerPoint diagram to make it clear which steps one should execute","John Rawls"]
[null,null,{"v":20,"d":"FB0020"},"02.030","Ruth Barcan","02.030.010  Could use more clarity on these steps regarding where to put folders. \"Contracts area\" and \"Engagement folder\" I think are used synonymously but consistent language should be used.","2023-01-13","Applied","Rephrased to ensure consistency and clarity with regard to where to put things in the teams folders","Ross Colebrook"]
[null,null,{"v":27,"d":"FB0027"},"02.010","Jaakko Hintikka","Rephrase step 02.010.030.010 so it's easier to understand what the next action is\nAdd next workflow number in step 02.010.040.010","2023-01-17","Applied","Renamed step 02.010.030.010 to \"Pre-leadership sync preparation\". \n\nRenamed step 02.010.040.010 to \"Follow workflow 02.020.010\"","John Rawls"]
[null,null,{"v":64,"d":"FB0064"},"02.010","Jaakko Hintikka","The Prospecting XLS needs to be cleaned up so it's in better working order","2023-01-18","Applied","Created an action item for the leadership team to clean up the XLS","John Rawls"]
[null,null,{"v":66,"d":"FB0066"},"02.010",null,"Notes moved from Step 02.020.010.040: The Point calculation wiki needs to be updated","2023-01-18","Applied","Justin has updated the wiki","John Rawls"]
[null,null,{"v":21,"d":"FB0021"},"02.030","Ruth Barcan","02.030.020  Where does the user build the estimate, and using what tools for pricing structure?","2023-01-13","Applied","The step specifies that someone should use Excel to build the estimate, and in the context of the previous step. Added a little more language specifying where to put the estimate (the engagement folder you've created as part of the previous steps).","Ross Colebrook"]
[null,null,{"v":22,"d":"FB0022"},"02.030","Ruth Barcan","02.030.040  Need link to checklist","2023-01-13","Applied","Added a link in the notes portion of the step","Ross Colebrook"]
[null,null,{"v":23,"d":"FB0023"},"02.030","Ruth Barcan","02.030.050  Need link to checklists","2023-01-13","Applied","Added a link in the notes portion of the step","Ross Colebrook"]
[null,null,{"v":24,"d":"FB0024"},"02.030","Ruth Barcan","02.030.070  This needs to be broken out into multiple steps that people can follow. \nClear staffing in projector, mark as closed, etc… ","2023-01-13","Not Applied","Each of these steps is on the same screen in Projector, so I don't think it warrants breaking this into multiple steps","Ross Colebrook"]
[null,null,{"v":13,"d":"FB0013"},"02.080","Ruth Barcan","02.080.010  These directions were easy to follow and step by step in the spreadsheet. Only potential add would be to finish the instructions by reminding the consultant to save changes.  I think the process flow here is descriptive enough that a person should know to repeat the process for each project in an engagement, and then navigate and be able to “close” the engagement.","2023-01-13","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":14,"d":"FB0014"},"02.080","Ruth Barcan","02.080.020  Same question about Teams as before: What section of Teams is the spreadsheet describing? I don’t see the option to select a year. ","2023-01-13","Not Applied","If the user follows these two steps: \"Open Teams (work or school)\nClick on the \"Teams\" button on the left side of the screen,\" it's clear that the year is just below \"Engagement Contracts and Estimates.\" I think this is already descriptive enough to find it.","Ross Colebrook"]
[null,null,{"v":15,"d":"FB0015"},"02.090","Jaakko Hintikka","Create lost project template and add link to process diagram for step 02.090.030 ","2023-01-13","Applied","Lost project template has been created and the link is in the step","Ross Colebrook"]
[null,null,{"v":28,"d":"FB0028"},"02.020","Jaakko Hintikka","Process 02.020.030 is missing from Process Map but is in the Process Diagram\nRephrase step 02.020.020 so it's easier to understand what the next action is","2023-01-17","Applied","Added 02.020.030 and a step description. Rephrased 02.020.020","Ross Colebrook"]
[null,null,{"v":34,"d":"FB0034"},"02.030","Ruth Barcan","There is no explanation of when or where projects are designated fixed price vs T&M vs retainer in the 02.030 workflow steps. What type of project would a Small Business Strategic Planning be considered?","2023-01-17","Applied","The designation of whether a project is fixed price, T&M, or retainer is covered in new steps I added for 02.020.010 (02.020.010.020, 02.020.010.040, 02.020.010.050). These steps still need descriptions, preferably from someone who has entered retainer projects before. The steps in 02.030.040 have been updated to reflect two more possibilities for retainer projects","Claire Robinson"]
[null,null,{"v":29,"d":"FB0029"},"02.030","Jaakko Hintikka","Transmittal email checklist needed for step 02.030.030.030\nAudit checklist needed for step 02.030.040.030\nSOW checklist needed for step 02.030.050.010\nContract line item checklist needed for step 02.030.050.020\nCan't complete MSA step without a signed MSA but the rest of the workflow works","2023-01-17","Applied","Checklists have been added","Ross Colebrook"]
[null,null,{"v":35,"d":"FB0035"},"02.030","Ruth Barcan","There are several step descriptions that would benefit from links to appropriate Teams and Projector locations.","2023-01-17","Not Applied","The specific Projector and Teams locations referenced in these steps are dynamic; they will change with every new engagement, so linking (except to the generic engagement/project/CLI search location in Projector) won't be helpful.","Ross Colebrook"]
[null,null,{"v":36,"d":"FB0036"},"02.030","Ruth Barcan","02.030.010  Please specify that the user is creating an Engagement folder, since this is referred to in the next step and provide a link the  appropriate section in Teams. Please specify \"Engagement Contracts and Estimates in Clarity, Inc teams\" instead of Contracts Teams area.","2023-01-17","Applied","The name of the step is \"Set-up engagement folder for a new Engagement,\" so I think this is clear enough. I've added a link to the engagements team in the notes. The step description now reads \"Engagement Contracts and Estimates Folder\" rather than just \"Contracts Teams\" area.","Ross Colebrook"]
[null,null,{"v":37,"d":"FB0037"},"02.030","Ruth Barcan","02.030.020.010  Is there a template for building the estimate?  What info should be included in the estimate?  Where is rate and cost information stored?","2023-01-17","Applied","Created and linked a template for building the estimate. Linked to this year's current rates in Teams.","Ross Colebrook"]
[null,null,{"v":38,"d":"FB0038"},"02.030","Ruth Barcan","02.030.030.010  Consider creating templates for the project proposal methods.","2023-01-17","Not Applied","While this would be a good idea, I think it'd be a heavy lift. You'd need to build PowerPoints that anticipate lots of possible jobs.","Ross Colebrook"]
[null,null,{"v":39,"d":"FB0039"},"02.030","Ruth Barcan","02.030.030.020  Need a linked checklist for reviewers.","2023-01-17","Not Applied","Someone on the LT with experience in this would need to write this checklist if we want to get more granular with the steps. ","Ross Colebrook"]
[null,null,{"v":32,"d":"FB0032"},"02.090","Jaakko Hintikka","Lost project template needed for step 02.090.030.030","2023-01-17","Applied","Justin added the lost project template","Ross Colebrook"]
[null,null,{"v":65,"d":"FB0065"},"02.020",null,"Notes moved from 02.020.010.010, 02.020.010.020, and 02.020.010.030:\nRecommend referencing and linking to the Prospecting XLS","2023-01-18","Applied","Link added to 02.020 workflow in the Process Map","Ross Colebrook"]
[null,null,{"v":43,"d":"FB0043"},"02.030","Jaakko Hintikka","Add create a recurring revenue schedule step for retainer (including dblCheck) projects (CLI - setup) for step 02.030.040.020 \nNeed to add contract terms and milestone steps for retainer (create a milestone schedule on Milestones tab) for step 02.030.040.020\nNeed to add steps for creating a separate project for overage for retainer projects\nSchedule time with David to get specifics","2023-01-18","Applied","Added two new steps: one for retainer engagements and overage for retainer projects","Ross Colebrook"]
[null,null,{"v":67,"d":"FB0067"},"02.030",null,"Notes moved from Step 02.030.020.010:\nIs there a template for building the estimate?  What info should be included in the estimate?  Where is rate and cost information stored?","2023-01-18","Not Applied","Someone on the LT with experience in this would need to write this checklist if we want to get more granular with the steps. ","Ross Colebrook"]
[null,null,{"v":68,"d":"FB0068"},"02.030",null,"Notes moved from Step 02.030.030.010 to here:\nIs there a template for these methods? ","2023-01-18","Not Applied","While this would be a good idea, I think it'd be a heavy lift. You'd need to build PowerPoints that anticipate lots of possible jobs.","Ross Colebrook"]
[null,null,{"v":30,"d":"FB0030"},"02.040","Jaakko Hintikka","Contract line item checklist needed for step 02.040.050.010","2023-01-17","Applied","CLI checklist added","David Hume"]
[null,null,{"v":40,"d":"FB0040"},"02.040","Ruth Barcan","There are several step descriptions that would benefit from links to appropriate Teams and Projector locations.","2023-01-17","Applied","Added in Projector Links to the Process Map and Diagram\nThe teams locations are project specific so there's no URL to add","David Hume"]
[null,null,{"v":41,"d":"FB0041"},"02.040","Ruth Barcan","02.040.040.010  What xls is this step referring to? Name and link would be a big help.","2023-01-17","Applied","This is the estimate xls that is created in 02.030.020.010. Clarified in step description","David Hume"]
[null,null,{"v":46,"d":"FB0046"},"02.040","Jaakko Hintikka","For retainer projects, when setting up milestone schedule, mark status as achieved. If that didn't occur, add to step 02.040.040.030 that all retainer milestones should be marked as achieved\nSchedule time with David to get specifics","2023-01-18","Applied","Ross and David have applied these changes already","David Hume"]
[null,null,{"v":31,"d":"FB0031"},"02.050","Jaakko Hintikka","No internal system items to test","2023-01-17","Applied","We were able to test the Outlook system","John Rawls"]
[null,null,{"v":42,"d":"FB0042"},"02.050","Ruth Barcan","02.040.040.010  A template plus link for standard file structure would be great here: PMO, Meeting Decks, Deliverables, Archive, etc.","2023-01-18","Applied","I believe this is meant to be 2.050.010.010 (see FB0071). I created a standard file structure checklist and added a link to it in the notes column of the step.","John Rawls"]
[null,null,{"v":44,"d":"FB0044"},"02.050","Ruth Barcan","02.050.020.020  Specify that kick-off meetings should include all Clarity, Inc and client team members.","2023-01-18","Applied","Updated the step language to include that \"kickoff meetings should include all Clarity, Inc and client team members.\"","John Rawls"]
[null,null,{"v":45,"d":"FB0045"},"02.050","Ruth Barcan","02.050.020.030  Clarify whether or not daily syncs will actually include all team members from Clarity, Inc and client side (C-level client side team members rarely participate in daily syncs).","2023-01-18","Applied","Updated the step language to include \"Ask the PMO lead to schedule a recurring meeting and invite all Clarity, Inc and client team members in Outlook.\"","John Rawls"]
[null,null,{"v":48,"d":"FB0048"},"02.050","Ruth Barcan","02.050.030.010  Consider adding a limitation on when these types of changes can be made. What if changes do not align with the SOW after it has been finalized? This part is a bit unclear.","2023-01-18","Applied","I updated the step language to clarify that this step only relates to project extensions. ","John Rawls"]
[null,null,{"v":50,"d":"FB0050"},"02.050","Ruth Barcan","02.050.030.030  Please provide link to the Innovation Through Operations folder.","2023-01-18","Applied","Added a link to the Innovation through Operations folder in the notes column.","John Rawls"]
[null,null,"FB0051","02.050","Ruth Barcan","02.050.030.040  Where are the newsletter or executive summary templates? Can a link be provided?","2023-01-18","Applied","Those kind of templates should be in the IP, Tools and Methods folder, and based on the client. I added a link to the IP, Tools and Methods folder in the step notes.","John Rawls"]
[null,null,{"v":53,"d":"FB0053"},"02.050","Ruth Barcan","Re Testing Scenario TE0043: There does not appear to be a differentiator for managing different types of projects within ProcessID 02.050. All of these steps outline the process of standing up any project.","2023-01-18","Applied","Added \"For all project types\" into the Process tab. These steps should apply to all project types.","John Rawls"]
[null,null,{"v":71,"d":"FB0071"},"02.050",null,"Notes moved from Step 02.050.010.010 to here:\nA template for standard file structure would be great here: PMO, Meeting Decks, Deliverables, Archive, etc.","2023-01-18","Applied","I created a standard file structure checklist and added a link to it in the notes column of the step.","John Rawls"]
[null,null,{"v":72,"d":"FB0072"},"02.050",null,"Notes moved from Step 02.050.020.020 to here:\nSpecify that kick-off meetings should include all Clarity, Inc and client team members.","2023-01-18","Applied","Updated the step language to include that \"kickoff meetings should include all Clarity, Inc and client team members.\"","John Rawls"]
[null,null,{"v":73,"d":"FB0073"},"02.050",null,"Notes moved from Step 02.050.020.030 to here:\nClarify whether or not daily syncs will actually include all team members from Clarity, Inc and client side (C-level client side team members rarely participate in daily syncs).","2023-01-18","Applied","Updated the step language to include \"Ask the PMO lead to schedule a recurring meeting and invite all Clarity, Inc and client team members in Outlook.\"","John Rawls"]
[null,null,{"v":74,"d":"FB0074"},"02.050",null,"Notes moved from Step 02.050.030.010 to here:\nConsider adding a limitation on when these types of changes can be made. What if changes do not align with the SOW after it has been finalized? This part is a bit unclear.","2023-01-18","Applied","I updated the step language to clarify that this step only relates to project extensions. ","John Rawls"]
[null,null,{"v":75,"d":"FB0075"},"02.050",null,"Notes moved from Step 02.050.030.030 to here:\nPlease provide link to the Innovation Through Operations folder.","2023-01-18","Applied","Added a link to the Innovation through Operations folder in the notes column.","John Rawls"]
[null,null,{"v":76,"d":"FB0076"},"02.050",null,"Notes moved from Step 02.050.030.040 to here:\nWhere are the newsletter or executive summary templates? Can a link be provided?","2023-01-18","Applied","Those kind of templates should be in the IP, Tools and Methods folder, and based on the client. I added a link to the IP, Tools and Methods folder in the step notes.","John Rawls"]
[null,null,{"v":2,"d":"FB0002"},"02.060","Ruth Barcan","02.060.010.30  Is there a directive for what should happen if there are more deliverables than listed in the SOW?","2023-01-13","Not Applied","John suggested that the step already covers this eventuality, and the solution is to just contact the client","David Hume"]
[null,null,{"v":3,"d":"FB0003"},"02.060","Ruth Barcan","02.060.020.010  Is there a “fact base template” tool? If so, can you provide a link?","2023-01-13","Applied","Template added in supporting tool","David Hume"]
[null,null,{"v":4,"d":"FB0004"},"02.060","Ruth Barcan","02.060.020.020  May want to clarify that the document to store findings and recommendations should be used during the post-engagement meeting.","2023-01-13","Applied","Added this recommendation to the step description","David Hume"]
[null,null,{"v":5,"d":"FB0005"},"02.060","Ruth Barcan","02.060.020.030  It is unclear whether this is referring to one post-engagement meeting, or if the directions are to create a meeting series. Should include who the attendees would be (i.e. client included?).","2023-01-13","Applied","Added \"Determine how many meetings are needed\" to the beginning of the step. John suggested that this is usually this is just one meeting","David Hume"]
[null,null,{"v":6,"d":"FB0006"},"02.060","Ruth Barcan","02.060.030  Make sure these step descriptions are filled out in the process map (excel)","2023-01-13","Applied","John dictated step descriptions and I filled them in","David Hume"]
[null,null,{"v":7,"d":"FB0007"},"02.060","Ruth Barcan","02.060.040  Make sure these step descriptions are filled out in the process map (excel)","2023-01-13","Applied","John dictated step descriptions and I filled them in","David Hume"]
[null,null,{"v":8,"d":"FB0008"},"02.060","Ruth Barcan","02.060.050  Make sure these step descriptions are filled out in the process map (excel)","2023-01-13","Applied","John dictated step descriptions and I filled them in","David Hume"]
[null,null,{"v":9,"d":"FB0009"},"02.060","Ruth Barcan","02.060.050  Create staffer template and add link here","2023-01-13","Applied","John will add the template (by 1/24)","David Hume"]
[null,null,{"v":10,"d":"FB0010"},"02.060","Ruth Barcan","02.060.050  Where do you submit the feedback from 1:1? Add save location to step","2023-01-13","Applied","Feedback goes directly to employees as described in step title\nClarified step title to include this feedback","David Hume"]
[null,null,{"v":11,"d":"FB0011"},"02.060","Ruth Barcan","02.060.060  Add projector link to correct projector page.\nWhen do you know to close the engagement? Define “if appropriate”.","2023-01-13","Applied","Projector Links added\nClarified Step Title for 02.060.060.030","David Hume"]
[null,null,{"v":12,"d":"FB0012"},"02.060","Ruth Barcan","02.060.070  Add links to where in Projector and job margin dashboard\nStep 1: Where are the expenses on the “setup” tab? That is the only instruction in the excel\nStep 2: Also not enough instruction in excel. Job margin is not explicitly listed on the setup page\nStep 3: Step description in excel tells you how to change project stage. Is this the correct description for this step?  ","2023-01-13","Applied","Step descriptions have been added","David Hume"]
[null,null,{"v":47,"d":"FB0047"},"02.060","Jaakko Hintikka","Also have to close the overage project - add that to step 02.060.060.020 (I like the language in step 02.070.010.010, \"For each project listed here, do the following:\")\nFinish writing step descriptions\nSchedule time with David to get specifics","2023-01-18","Applied","Step 02.060.060.030 added to clarify","David Hume"]
[null,null,{"v":54,"d":"FB0054"},"02.060","Ruth Barcan","02.060.010.030  Please add description of where the user will find the SOW.","2023-01-18","Not Applied","The engagement manager (who is responsible for this step) received the SOW in 2.030.050.020. The SOW will live in the engagement folder for the specific engagement","David Hume"]
[null,null,{"v":77,"d":"FB0077"},"02.060",null,"Notes moved from Step 02.060.010.030 to here:\nPlease add description of where the user will find the SOW.","2023-01-18","Applied","Same as FB0054, read actions for that item for specifics","David Hume"]
[null,null,{"v":69,"d":"FB0069"},"02.030",null,"Notes moved from Step 02.030.030.020 to here:\nNeed a reviewers checklist","2023-01-18","Not Applied","Someone on the LT with experience in this would need to write this checklist if we want to get more granular with the steps. ","Ross Colebrook"]
[null,null,{"v":70,"d":"FB0070"},"02.030",null,"Notes moved from Step 02.030.030.030 to here:\nNeed a checklist or a template","2023-01-18","Not Applied","Someone on the LT with experience in this would need to write this template if we want to get more granular with the steps. ","Ross Colebrook"]
[null,null,{"v":55,"d":"FB0055"},"02.070","Ruth Barcan","02.070.010.010  Please add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":56,"d":"FB0056"},"02.070","Ruth Barcan","02.070.010.020  Please add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":78,"d":"FB0078"},"02.070",null,"Notes moved from Step 02.070.010.010 and 02.070.010.020 to here:\nPlease add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":57,"d":"FB0057"},"02.080","Ruth Barcan","02.080.010.010  Please add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":58,"d":"FB0058"},"02.080","Ruth Barcan","02.080.010.020  Please add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":79,"d":"FB0079"},"02.080",null,"Notes moved from Step 02.080.010.010 and 02.080.010.020 to here:\nPlease add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":59,"d":"FB0059"},"02.090","Ruth Barcan","02.090.010.010  Please add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":60,"d":"FB0060"},"02.090","Ruth Barcan","02.090.010.020  Please add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":61,"d":"FB0061"},"02.090","Ruth Barcan","02.090.030.010  Please add that either meeting notes or the email should be saved in the project folder.","2023-01-18","Applied","Added this text to the end of the step description","Ross Colebrook"]
[null,null,{"v":62,"d":"FB0062"},"02.090","Ruth Barcan","02.090.030.030  Lost project template and link needed.","2023-01-18","Applied","Lost project template has been created and the link is in the step","Ross Colebrook"]
[null,null,{"v":80,"d":"FB0080"},"02.090",null,"Notes moved from Step 02.090.010.010 and 02.090.010.020 to here:\nPlease add \"click Save\" as final step.","2023-01-18","Applied","Added \"click save\" as the final step","Ross Colebrook"]
[null,null,{"v":81,"d":"FB0081"},"02.090",null,"Notes moved from Step 02.090.030.010 to here:\nPlease add that either meeting notes or the email should be saved in the project folder.","2023-01-18","Applied","Added this text to the end of the step description","Ross Colebrook"]
[null,null,{"v":113,"d":"FB0113"},"02.030","Jaakko Hintikka","Process does not include vendor service fees","2023-01-24","Applied","Added reference to vendor service fees on 02.030.020.010","Ross Colebrook"]
[null,null,{"v":114,"d":"FB0114"},"02.060","Jaakko Hintikka","No link to Project Margin Dashboard on step 02.060.070.020","2023-01-24","Not Applied","The margin dashboard isn't live yet. I've added a note to this step to contact Justin or August for the link in the meantime","Ross Colebrook"]
[null,null,{"v":16,"d":"FB0016"},"02.100","Ruth Barcan","02.100.010  All the instructions for these steps have been copy and pasted repetitively in the spreadsheet. Needs to be broken down so that each step has its own detailed instructions.","2023-01-13","Not Applied","The instructions to verify any of the steps in 02.200.010 are the same by virtue of the construction of dblCheck. Regardless of whether you are checking for milestones, commissions etc. you will see an error with a link and click on it which will take you to the location of the error to correct","David Hume"]
[null,null,{"v":17,"d":"FB0017"},"02.100","Ruth Barcan","02.100.020  Could use information about where the user will find the relevant tabs in Projector, as well as resource documents (SOW and planning materials) for comparison. Also how does the user verify contract type to type of engagement?","2023-01-13","Applied","Added more detail for steps 02.100.020.010, 02.100.020.020, 02.100.020.030, 02.100.020.040, and 02.100.020.050 to capture feedback","David Hume"]
[null,null,{"v":18,"d":"FB0018"},"02.100","Ruth Barcan","02.100.020.060  I think this may belong at the end of workflow 02.100.010","2023-01-13","Not Applied","We decided that it makes sense to do it on both ends but that you should do it to begin with to ensure past info was entered properly","David Hume"]
[null,null,{"v":19,"d":"FB0019"},"02.100","Ruth Barcan","02.100.030  Workflow not found in spreadsheet. May need to correct at the ‘WorkFlow’ tab.\nHow does the user know if there are unsubmitted expenses? What about out of pocket expenses not charged to AmEx?","2023-01-13","Applied","Workflow fixed and excel properly grabs the workflow title now\nThe steps do cover unsubmitted expenses\nFor out of pocket expenses as long as expenses are submitted to Projector, erroneous payments do not matter for this step","David Hume"]
[null,null,{"v":33,"d":"FB0033"},"02.100","Jaakko Hintikka","Workflow owner for steps 02.100.030.010 and 02.100.030.020 are unable to be changed to correct workflow owner (excel error)","2023-01-17","Applied",null,"David Hume"]
[null,null,{"v":63,"d":"FB0063"},"02.100","Ruth Barcan","02.100.010.010  I do not see the \"Dashboards\" link anywhere on the Projector webpage in the sandbox. I tried looking from the Engagements screen, as well as the Home screen. When I attempted to access from my regular account, I received the error code, \"Microsoft Power BI Access Failed. If this situation persists, please contact your IT Department or your Power BI Administrator. Message from Microsoft: \"HttpOperationException: Operation returned an invalid status code 'NotFound'\".\"","2023-01-18","Not Applied","Dashboards are unavailable in the sandbox, this has been tested with no issues","David Hume"]
[null,null,{"v":82,"d":"FB0082"},"02.100",null,"Notes moved from Step 02.100.010.010 to here:\nI do not see the \"Dashboards\" link anywhere on the Projector webpage in the sandbox. I tried looking from the Engagements screen, as well as the Home screen. When I attempted to access from my regular account, I received the error code, \"Microsoft Power BI Access Failed. If this situation persists, please contact your IT Department or your Power BI Administrator. Message from Microsoft: \"HttpOperationException: Operation returned an invalid status code 'NotFound'\".\"","2023-01-18","Not Applied","Dashboards are unavailable in the sandbox, this has been tested with no issues","David Hume"]
[null,null,{"v":83,"d":"FB0083"},"02.100",null,"Notes moved from Step 02.100.010.030, 02.100.010.040, 02.100.010.050, 02.100.010.060, 02.100.010.070, and 02.100.010.080  to here:\nThese steps need to be broken out as single step instructions.","2023-01-18","Not Applied","These steps have the same exact process and the instructions already cover excessive detail on how to navigate the dblCheck dashboard","David Hume"]
[null,null,{"v":26,"d":"FB0026"},"04.020","John Rawls","Need an 04.020.060 to handle companies that require invoices being submitted via portal rather than submitting via email.","2023-01-17","Not Applied","Justin to work with Ruth to define process, week of 1/23\n\nJustin asked to put on hold because this does not currently apply.","Ruth Barcan"]
[null,null,{"v":49,"d":"FB0049"},"04.020","John Rawls","Please split 04.020 into T&M to separate T&M and retainer steps","2023-01-18","Applied","Separated T&M and retainer into their own WorkFlows and created all necessary associated steps. Completed renumbering of Workflow rows and steps as required.","Ruth Barcan"]
[null,null,{"v":52,"d":"FB0052"},"04.020","John Rawls","The steps to support retainer revenue recognition do not appear to be in the series of workflows and steps","2023-01-18","Applied","Updated process to clarify retainer rev rec","Justin McDonald"]
[null,null,{"v":89,"d":"FB0089"},"04.020","David Hume","The process generally needs some kind of decision tree to be easier to follow. It is not clear where exactly one should start the process based on the contract type they are filling out. Especially true for invoices with multiple contract types","2023-01-19","Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":99,"d":"FB0099"},"04.020","David Hume","The instructions are generally good, pending specific feedback, but they can be hard to follow if you do not have some context on how to work in Projector generally. I think there is a need to give some additional Projector context in training","2023-01-20","Applied","When Projector and Process training are developed, we will include an overview of Projector components and how they engage with our dashboards","Ruth Barcan"]
[null,null,{"v":100,"d":"FB0100"},"04.020","David Hume","General feedback: there should be some kind of decision tree that tells you where to enter the process and how you progress through it depending on the type of invoice that needs to be filed","2023-01-20","Applied","Same as FB0089, has been applied","Ruth Barcan"]
[null,null,{"v":88,"d":"FB0088"},"04.020.020.010","David Hume","The filter to search for contract type may not show up. The process should describe how to get that filter to appear if it does not, or at least note that the filter may not appear without adding it","2023-01-19","Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":97,"d":"FB0097"},"04.020.020.030","David Hume","Be specific on what to verify on invoice. Also verify against what source of data?","2023-01-19","Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":98,"d":"FB0098"},"04.020.020.030","David Hume","Needs instructions on what to do with placeholder T&M milestones to remove from invoice","2023-01-19","Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":90,"d":"FB0090"},"04.020.040.020","David Hume","Needs more detailed instruction on how to verify milestones. Against what? What data points to be verified?","2023-01-19","Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":91,"d":"FB0091"},"04.020.050.010","David Hume","Change language so that it is \"set invoice date for last of the month\"","2023-01-19","Applied","Changed language on step 04.020.050.010 to reflect feedback in Process Map","Ruth Barcan"]
[null,null,{"v":92,"d":"FB0092"},"04.020.050.010","David Hume","Remove \"be consistent\" as it is confusing. Consistent in what?","2023-01-19","Applied","Removed \"(be consistent)\" from steps 04.020.030.010 and 04.020.050.010 in Process Map","Ruth Barcan"]
[null,null,{"v":93,"d":"FB0093"},"04.020.050.020","David Hume","Be specific on what to verify on invoice. Also verify against what source of data?","2023-01-19","Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":94,"d":"FB0094"},"04.020.050.030","David Hume","Be specific on what to verify on invoice. Also verify against what source of data?","2023-01-19","Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":95,"d":"FB0095"},"04.020.060.010","David Hume","Rewrite instructions to include how to go to contract line items using the invoice dashboard","2023-01-19","Not Applied","Entire workflow has been rewritten to incorporate the feedback","Ruth Barcan"]
[null,null,{"v":96,"d":"FB0096"},"04.020.060.010","David Hume","Change language so that it is \"for all milestones on invoice\" not \"for all invoices\"","2023-01-19","Applied","Changed language on step 04.020.060.010 to reflect feedback in Process Map","Ruth Barcan"]
[null,null,{"v":84,"d":"FB0084"},"04.050","David Hume","Button to download csv is not \"Download Billing Period\" (this will get you a pdf). Instead use the icon at the top right of the page called \"download transactions\" and click .csv in the popup","2023-01-19","Applied","Feedback applied to step 04.050.030.020 and removed \"Download Billing Period\" text","Jaakko Hintikka"]
[null,null,{"v":85,"d":"FB0085"},"04.050","David Hume","XLS Link should take you to the excel not the folder with the excel in it","2023-01-19","Applied","Fixed XLS link to link to document instead of teams.","Jaakko Hintikka"]
[null,null,{"v":86,"d":"FB0086"},"04.050","David Hume","Why do we have to go to the PowerAutomate flow through the xls. Can we not just link to the flow?","2023-01-19","Not Applied","The link to the PowerAutomate flow existed in the XLS so it makes sense to direct the process through the XLS. The link to the Power Automate flow was already in Process Map and Diagram.  ","Jaakko Hintikka"]
[null,null,{"v":87,"d":"FB0087"},"04.050","David Hume","Add in step for removing mobile payment line from xls","2023-01-19","Applied","Added additional step 04.050.030.050 to instruct users to remove any payments that are mobile payments","Jaakko Hintikka"]
[null,null,{"v":25,"d":"FB0025"},"04.060","Ross Colebrook","Scenario #21 does not seem to be supported by the steps. What is needed is to divide a single payment into multiple amounts and apply them to multiple invoices","2023-01-17","Applied","Added additional step 04.060.020.030 and changed language to include multiple invoices","Jaakko Hintikka"]
[null,null,{"v":101,"d":"FB0101"},"04.020","John Rawls","Need to learn how to create dummy data for retainer invoice types.","2023-01-20","Applied","Justin met with David, added FB0103 as new feedback. Should be able to test once that feedback is updated.","John Rawls"]
[null,null,{"v":102,"d":"FB0102"},"04.020","John Rawls","On the run invoices process, we need \"if/then\" language to help distinguish flow of activities for retainer, T&M, and retainer invoices.","2023-01-20","Applied","Re-wrote process to incorporate if/then language","Justin McDonald"]
[null,null,{"v":103,"d":"FB0103"},"02.030","John Rawls","Add milestone creation steps for retainer projects","2023-01-23","Applied",null,"Claire Robinson"]
[null,null,{"v":104,"d":"FB0104"},"02.040","John Rawls","For 02.040.040.030 and 02.040.040.040 Update step language to include retainer projects","2023-01-23","Applied","Updated the step language to include retainer projects","John Rawls"]
[null,null,{"v":111,"d":"FB0111"},"02.040.010.010","Ruth Barcan","There should be a statement of some kind in the first step, indicating that the same steps will be followed whether the project is T&M, retainer, or fixed price.","2023-01-24","Applied","Statement added to 02.040.010.010 indicating that the same steps will be followed no matter the project type","Ross Colebrook"]
[null,null,{"v":115,"d":"FB0115"},"02.070","Jaakko Hintikka","Step 02.070.020.010 description is missing details","2023-01-24","Applied","Step 02.070.020.010 descriptions has been added","David Hume"]
[null,null,{"v":119,"d":"FB0119"},"04.050","John Rawls","In step 04.050.030.020 When pulling AmEx expenses, recommend downloading \"recent transaction\", and not \"previous billing statements.\" Previous statements might not catch all of the transactions in the period. The queries in the Amex Tracker xls automatically filters out anything >35 days.","2023-01-25","Applied","Replaced \"previous billing statements\" download with \"recent transaction\"","Jaakko Hintikka"]
[null,null,{"v":116,"d":"FB0116"},"04.050","John Rawls","Need to add a step after 04.050.030.040 to refresh the data before manipulating the data in the xls.","2023-01-24","Applied","Step 04.050.030.040 description incorporated details on how to refresh the excel","Jaakko Hintikka"]
[null,null,{"v":117,"d":"FB0117"},"04.050","John Rawls","In step 04.050.030.050 the mobile payments should be deleted from the Amex Activity tab, not the Expense Mapping tab.","2023-01-24","Applied","Step 04.050.030.050 description has been clarified to reflect the correct process as outlined in the feedback","Jaakko Hintikka"]
[null,null,{"v":118,"d":"FB0118"},"04.050","John Rawls","Need to add a step after 04.050.030.060 that tells you to close the xls before running the flow. If not, it creates versioning issues.","2023-01-24","Applied","Added to description saying to close the xlsx after opening the power automate tool","Jaakko Hintikka"]
[null,null,{"v":120,"d":"FB0120"},"04.050","John Rawls","It seemed to me like the actual process for EOM comparison is no different than what is done on Fridays... if this is the case, can we not just say to run that workflow at the end of each month?","2023-01-25","Not Applied","The EOM process is because the finance lead needs to check with employees directly rather than the automated email\nThis is to confirm rather than remind people for expenses","Jaakko Hintikka"]
[null,null,{"v":105,"d":"FB0105"},"02.010.030.010","Ruth Barcan","Instructions say to \"set the date, person and action to be executed\" and the supporting tool listed is the Prospecting XLS. There doesn't appear to be a place in this spreadsheet where that information has been captured within the last year. Should this be an update for the Leadership Meeting deck instead? Please specify where this action is to occur.","2023-01-24","Applied","Step 02.010.030.010 description has been updated to incorporate feedback ","David Hume"]
[null,null,{"v":106,"d":"FB0106"},"02.020.010.020","Ruth Barcan","There is no step description. Please specify where/how the user selects the project type.","2023-01-24","Applied",null,"John Rawls"]
[null,null,{"v":107,"d":"FB0107"},"02.020.010.040","Ruth Barcan","Please draft step description.","2023-01-24","Applied",null,"John Rawls"]
[null,null,{"v":108,"d":"FB0108"},"02.020.010.050","Ruth Barcan","Please draft step description.","2023-01-24","Applied",null,"John Rawls"]
[null,null,{"v":112,"d":"FB0112"},"02.080.010.010","Ruth Barcan","There should be a statement of some kind in the first step, indicating that the same steps will be followed whether the project is T&M, retainer, or fixed price.","2023-01-24","Applied","Statement added to 02.080.010.010 indicating that the same steps will be followed no matter the project type","Ross Colebrook"]
[null,null,{"v":121,"d":"FB0121"},"02.030.020.010","Jaakko Hintikka","Rate and cost card info missing in notes","2023-01-25","Not Applied","The link to the current rate and cost cards is already available in the \"supporting tool\" part of this step. ","Ross Colebrook"]
[null,null,{"v":110,"d":"FB0110"},"04.060.040","Ross Colebrook","This step should indicate which tab you're doing this on. Presumably it's the cashflow details tab?","2023-01-24","Applied","Specified that changes should be made on the cashflow details tab.","Ruth Barcan"]
[null,null,{"v":109,"d":"FB0109"},"04.060.050","Ross Colebrook","Step should indicate where to identify payments not associated with an invoice. Presumably it's the bank account?","2023-01-24","Applied","Specified that the user should compare invoices to bank deposits and record payments not associated with an invoice on the 'Cashflow Details' tab of the Cashflow Spreadsheet.","Ruth Barcan"]
[null,null,{"v":122,"d":"FB0122"},"02.030.040.030 ","Jaakko Hintikka","Step 02.030.040.030 should be directing to CLI - Contract Terms\nStep 02.030.040.030 there is no spot to mark status as achieved","2023-01-25","Not Applied","02.030.040.030 looks fine to me. Once you select the engagement and then select \"contract,\" you can directly click on \"create recurring revenue/milestone schedule.\" So I'm not sure what this feedback is referring to\n\nAs for the second note on this line, there is a spot to mark the status as achieved on the same page that the steps direct you to. Maybe Brian was using Projector web for this feedback instead of the Projector desktop tool? I've updated the step to make the fact that you need to use that tool explicit","Ross Colebrook"]
[null,null,{"v":123,"d":"FB0123"},"02.030.040.040","Jaakko Hintikka","Move step 02.030.040.040 as an additional step after 02.020.010.050. This step is in the wrong workflow","2023-01-25","Applied","Step moved and relabeled \"02.020.010.070\"","Ross Colebrook"]
[null,null,{"v":124,"d":"FB0124"},"02.030.040.030 ","Jaakko Hintikka","Aren't  we supposed to schedule a recurring revenue/service schedule for the overage project on retainers as well? There are no steps to incorporate this","2023-01-25","Applied","Added this as 02.030.040.040","Ross Colebrook"]
[null,null,{"v":89,"d":"FB0089"},"02.030","Jaakko Hintikka","Estimate template recommended for step 02.030.020.010\nProposal checklist recommended for step 02.030.030.010\nReviewers checklist recommended for step 02.030.030.020",null,"Not Applied","Each of these recommendations is considered in other feedback","Ross Colebrook"]

{"sheet":"Area","index":6,"n_rows":11,"n_cols":8,"rows_kept":11}
[]
[]
[]
[null,null,{"$f":"tablename(C6)","v":"tblArea"}]
[null,null,"AreaNo","Area","AreaNoAndName","AreaOwner","Status","Notes"]
[null,null,{"v":1,"d":"01.0"},"Build Market Momentum",{"$f":"_xlfn.CONCAT(TEXT(tblArea[[#This Row],[AreaNo]],\"00.0\"),\" - \",tblArea[[#This Row],[Area]])","v":"01.0 - Build Market Momentum"},"TBD","Pending"]
[null,null,{"v":2,"d":"02.0"},"Run Engagements",{"$f":"_xlfn.CONCAT(TEXT(tblArea[[#This Row],[AreaNo]],\"00.0\"),\" - \",tblArea[[#This Row],[Area]])","v":"02.0 - Run Engagements"},"Larry Grant","Complete"]
[null,null,{"v":3,"d":"03.0"},"Support and Manage People",{"$f":"_xlfn.CONCAT(TEXT(tblArea[[#This Row],[AreaNo]],\"00.0\"),\" - \",tblArea[[#This Row],[Area]])","v":"03.0 - Support and Manage People"},"John Searle","Pending"]
[null,null,{"v":4,"d":"04.0"},"Control Finance",{"$f":"_xlfn.CONCAT(TEXT(tblArea[[#This Row],[AreaNo]],\"00.0\"),\" - \",tblArea[[#This Row],[Area]])","v":"04.0 - Control Finance"},"Justin McDonald","Started","Completed:\n - Run payroll\n - Send invoices\n - Manage incoming payments\n - Pay invoices\n - Manage AmEx"]
[null,null,{"v":5,"d":"05.0"},"Deliver Technology",{"$f":"_xlfn.CONCAT(TEXT(tblArea[[#This Row],[AreaNo]],\"00.0\"),\" - \",tblArea[[#This Row],[Area]])","v":"05.0 - Deliver Technology"},"Claire Robinson","Pending"]
[null,null,{"v":6,"d":"06.0"},"Curate Intellectual Property",{"$f":"_xlfn.CONCAT(TEXT(tblArea[[#This Row],[AreaNo]],\"00.0\"),\" - \",tblArea[[#This Row],[Area]])","v":"06.0 - Curate Intellectual Property"},"John Searle","Pending"]

{"sheet":"Process","index":7,"n_rows":21,"n_cols":13,"rows_kept":21}
[]
[]
[]
[null,null,{"$f":"tablename(C6)","v":"tblProcess"}]
[null,null,"AreaNo","Area","AreaNoArea","AreaOwner","ProcessNo","Process","ProcessNoAndName","ProcessDescription","ProcessOwner","Status","Notes"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.010","Pursue prospect",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.010 - Pursue prospect"},"Capture and track potential business, actions and responsibilities.","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.020","Develop opportunity",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.020 - Develop opportunity"},"Define a potential engagement in terms of client outcomes to be achieved, start and end dates, and estimated budget.  Plan and track actions","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.030","Bid project",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.030 - Bid project"},"Propose work to a client. Develop supporting estimates contracts and other materials. Ensure profit point percentages are agreed. Plan and track options","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.040","Activate the engagement",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.040 - Activate the engagement"},"When an engagement is won, update engagement information, confirm staffing and ensure milestones are set up correctly","Justin McDonald","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.050","Lead engagement",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.050 - Lead engagement"},"For all project types, field the engagement team, develop deliverables, manage budgets, completion dates, quality and relationships","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.060","Complete engagement",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.060 - Complete engagement"},"Ensure contract requirements have been met, client team members are satisfied, deliverables are published and filed, systems are updated","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.070","Cancel an engagement",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.070 - Cancel an engagement"},"Document why the engagement has been cancelled. Update systems to reflect changes in staffing and milestones","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.080","Put an engagement on hold",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.080 - Put an engagement on hold"},"Document why the engagement has been put on hold. Update systems to reflect changes in staffing and milestones","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.090","Respond to engagement loss",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.090 - Respond to engagement loss"},"Document why the engagement was lost. Update systems to reflect changes in staffing and milestones","Larry Grant","Complete"]
[null,null,{"v":2,"d":"02.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Run Engagements"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"02.0 - Run Engagements"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Larry Grant"},"02.100","Audit and correct engagement data",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"02.100 - Audit and correct engagement data"},"On a scheduled basis, review and correct engagement data","Claire Robinson","Complete"]
[null,null,{"v":4,"d":"04.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Control Finance"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"04.0 - Control Finance"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Justin McDonald"},"04.010","Run payroll",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"04.010 - Run payroll"},"Run bi-monthly payroll, including reimbursements, advances/deductions, and bonuses; contribute to 401K and HSA accounts","Justin McDonald","Complete"]
[null,null,{"v":4,"d":"04.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Control Finance"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"04.0 - Control Finance"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Justin McDonald"},"04.020","Send invoices",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"04.020 - Send invoices"},"Send invoices for milestones, expenses and time billed to a project / client","Justin McDonald","Complete"]
[null,null,{"v":4,"d":"04.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Control Finance"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"04.0 - Control Finance"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Justin McDonald"},"04.030","Manage incoming payments",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"04.030 - Manage incoming payments"},"Receive and document payments to keep a record of what invoices have been paid","Justin McDonald","Complete"]
[null,null,{"v":4,"d":"04.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Control Finance"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"04.0 - Control Finance"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Justin McDonald"},"04.040","Pay invoices",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"04.040 - Pay invoices"},"Pay invoices received by Clarity, Inc","Justin McDonald","Pending"]
[null,null,{"v":4,"d":"04.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Control Finance"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"04.0 - Control Finance"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Justin McDonald"},"04.050","Manage AmEx",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"04.050 - Manage AmEx"},"Manage AmEx charges to ensure all charges are documented in Projector, or as advances to be deducted in an upcoming payroll","Justin McDonald","Complete"]
[null,null,{"v":4,"d":"04.0"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[Area],\"Area Not Found\",0,1))","v":"Control Finance"},{"$f":"TEXT(tblProcess[[#This Row],[AreaNo]],\"00.0\")& \" - \" &tblProcess[[#This Row],[Area]]","v":"04.0 - Control Finance"},{"$f":"IF(tblProcess[[#This Row],[AreaNo]]=\"\",\"\",_xlfn.XLOOKUP(tblProcess[[#This Row],[AreaNo]],tblArea[AreaNo],tblArea[AreaOwner],\"Area Owner Not Found\",0,1))","v":"Justin McDonald"},"04.060","Close monthly books",{"$f":"tblProcess[[#This Row],[ProcessNo]]& \" - \" & tblProcess[[#This Row],[Process]]","v":"04.060 - Close monthly books"},"Prepare Clarity, Inc records for month-end, including documenting graphics charges, ensuring AmEx charges are documented in Projector, issuing invoices and recognizing revenue","Justin McDonald","Pending"]

{"sheet":"WorkFlow","index":8,"n_rows":73,"n_cols":12,"rows_kept":73}
[]
[]
[]
[null,null,{"$f":"tablename(C6)","v":"tblWorkFlow"}]
[null,null,"ProcessNo","Process","AreaNoAndName","WorkFlowNo","WorkFlowNumberAndName","WorkFlow","WorkFlowDecription","WorkFlowOwner","Status","Notes"]
[null,null,"02.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.010 - Pursue prospect"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.010.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.010.010 - Verify client data"},"Verify client data","Ensure the client organization and the client is set up -- and that data values are correct. Update information as required","Justin McDonald","Started"]
[null,null,"02.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.010 - Pursue prospect"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.010.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.010.020 - Capture prospect information"},"Capture prospect information","Document the prospect with available information and create a pursuit approach","Larry Grant","Started"]
[null,null,"02.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.010 - Pursue prospect"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.010.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.010.030 - Track and manage pursuit actions"},"Track and manage pursuit actions","Maintain an active list of tasks responsibilities and due dates associated with the prospect pursuit","Larry Grant","Started"]
[null,null,"02.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.010 - Pursue prospect"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.010.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.010.040 - Promote prospect to opportunity"},"Promote prospect to opportunity","Transfer prospect information to opportunity tracking and update the opportunity information as known and required.  Mark prospect as transferred to opportunity.  Move to \"02.020 - Develop Opportunity\" process to create an opportunity in Projector PSA","Larry Grant","Started"]
[null,null,"02.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.010 - Pursue prospect"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.010.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.010.050 - Close prospect"},"Close prospect","Capture the reasons a prospect is dropped from the list","Larry Grant","Started"]
[null,null,"02.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.020 - Develop opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.020.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},"Create an opportunity","Capture opportunity information as known and required ","Larry Grant","Started"]
[null,null,"02.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.020 - Develop opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.020.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.020.020 - Track and manage opportunity actions"},"Track and manage opportunity actions","Maintain an active list of tasks responsibilities and due dates associated with the opportunity pursuit","Larry Grant","Started"]
[null,null,"02.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.020 - Develop opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.020.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.020.030 - Close opportunity"},"Close opportunity","Capture the reasons an opportunity moves to a different status","Larry Grant","Started"]
[null,null,"02.030",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.030 - Bid project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.030.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.030.010 - Establish contract work area"},"Establish contract work area","Create folders in the Contracts Teams area","Larry Grant","Started"]
[null,null,"02.030",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.030 - Bid project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.030.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.030.020 - Develop estimate"},"Develop estimate","Estimate the cost of the project based on timing, recommended staffing, deliverables and client budget","Larry Grant","Started"]
[null,null,"02.030",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.030 - Bid project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.030.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.030.030 - Create and send proposal"},"Create and send proposal","Create a proposal for the project and send it to the client for their review","Larry Grant","Started"]
[null,null,"02.030",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.030 - Bid project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.030.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.030.040 - Update engagement details"},"Update engagement details","Update Engagement, Contract Line Item and Project details based on estimate and proposal","Larry Grant","Started"]
[null,null,"02.030",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.030 - Bid project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.030.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.030.050 - Create and send SOW"},"Create and send SOW","Create an SOW or contract for the work and send to the client","Larry Grant","Started"]
[null,null,"02.030",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.030 - Bid project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.030.060",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.030.060 - Verify MSA"},"Verify MSA","Confirm the client has a signed MSA on file","Larry Grant","Started"]
[null,null,"02.030",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.030 - Bid project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.030.070",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.030.070 - Close bid"},"Close bid","Capture the reasons an bid project moves to a different status","Larry Grant","Started"]
[null,null,"02.040",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.040 - Activate the engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.040.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.040.010 - File signed SOW"},"File signed SOW","Copy the signed SOW into the appropriate project folder","Larry Grant","Complete"]
[null,null,"02.040",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.040 - Activate the engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.040.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.040.020 - Update project status to active"},"Update project status to active","Update project stage to active and confirm project start and end dates","Larry Grant","Complete"]
[null,null,"02.040",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.040 - Activate the engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.040.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.040.030 - Finalize staffing"},"Finalize staffing","Confirm roles, assignments, dates, and hours","Larry Grant","Complete"]
[null,null,"02.040",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.040 - Activate the engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.040.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.040.040 - Verify Milestones and Milestone Status"},"Verify Milestones and Milestone Status","Set milestone statuses and compare milestones to the estimate and SOW","Larry Grant","Complete"]
[null,null,"02.040",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.040 - Activate the engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.040.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.040.050 - Audit the engagement and project"},"Audit the engagement and project","Use checklist to verify engagement, project, and contract line item information. Confirm billing dates and file in correct folder","Larry Grant","Complete"]
[null,null,"02.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.050 - Lead engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.050.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.050.010 - Establish a working infrastructure"},"Establish a working infrastructure","Set up workspace, verify licenses, and grant permissions to team members","Larry Grant","Started"]
[null,null,"02.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.050 - Lead engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.050.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.050.020 - Engage and lead the team"},"Engage and lead the team","Involve team members, create kickoff materials, establish regular syncs, and establish client review cadence","Larry Grant","Started"]
[null,null,"02.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.050 - Lead engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.050.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.050.030 - Plan, execute, and track progress"},"Plan, execute, and track progress","Adjust the project plan and infrastructure, create accountability frameworks, and report status","Larry Grant","Started"]
[null,null,"02.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.050 - Lead engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.050.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.050.040 - Manage client relationships"},"Manage client relationships","Understand the client's goals,  organizational imperatives, and establish an effective feedback and reporting cadence","Larry Grant","Started"]
[null,null,"02.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.050 - Lead engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.050.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.050.050 - Manage budget"},"Manage budget","Utilize the finance workflows to ensure all expenses are submitted & approved","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.010 - Archive final deliverables at project end + 0 "},"Archive final deliverables at project end + 0 ","Create and file final deliverables in permanent infrastructure","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.020 - Evaluate the engagement at project end + up to 30 days"},"Evaluate the engagement at project end + up to 30 days","Evaluate the engagement for ideas that could be used again, heroics that need to be recognized, and mistakes that should be avoided ","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.030 - Evaluate deliverables for IP repository retention at project end + 7"},"Evaluate deliverables for IP repository retention at project end + 7","Review deliverables for possible future reuse, sanitize retained IP materials, and compose documentation related to the IP's potential future use","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.040 - Collect client feedback and suggestions at project end + up to 30 days"},"Collect client feedback and suggestions at project end + up to 30 days","Engage client, capture feedback, and document lessons learned for future use","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.050 - Evaluate staff performance at project end + up to 30 days"},"Evaluate staff performance at project end + up to 30 days","Document staff performance, provide feedback, and archive documentation on each team member","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.060",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.060 - Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},"Change the Project Stage to Closed after the final invoice at project end + up to 30 days","Formally close the project in Projector","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.070",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.070 - Compare estimated and actual margin at project end + up to 30 days"},"Compare estimated and actual margin at project end + up to 30 days","Perform final financial analysis of project profitability","Larry Grant","Started"]
[null,null,"02.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.060 - Complete engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.060.080",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.060.080 - Audit and confirm expenses"},"Audit and confirm expenses","Ensure expenses have been properly input and assigned to the project","Larry Grant","Started"]
[null,null,"02.070",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.070 - Cancel an engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.070.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.070.010 - Cancel opportunity in Projector"},"Cancel opportunity in Projector","Formally cancel the project in Projector","Larry Grant","Started"]
[null,null,"02.070",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.070 - Cancel an engagement"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.070.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.070.020 - Audit contract folder to ensure all items are archived"},"Audit contract folder to ensure all items are archived","Ensure documentation related to the project has been retained and archived centrally","Larry Grant","Started"]
[null,null,"02.080",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.080 - Put an engagement on hold"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.080.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.080.010 - Put engagement on hold in Projector"},"Put engagement on hold in Projector","Formally put the project on hold in Projector for possible future reopening with all details retained","Larry Grant","Started"]
[null,null,"02.080",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.080 - Put an engagement on hold"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.080.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.080.020 - Audit contract folder to ensure all items are archived"},"Audit contract folder to ensure all items are archived","Ensure documentation related to the project has been retained and archived centrally","Larry Grant","Started"]
[null,null,"02.090",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.090 - Respond to engagement loss"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.090.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.090.010 - Set Projector status to Lost"},"Set Projector status to Lost","Formally document that the prospect has been lost and document reasons for the loss when possible","Larry Grant","Started"]
[null,null,"02.090",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.090 - Respond to engagement loss"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.090.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.090.020 - Audit contract folder to ensure all items are archived"},"Audit contract folder to ensure all items are archived","Ensure documentation related to the project has been retained and archived centrally","Larry Grant","Started"]
[null,null,"02.090",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.090 - Respond to engagement loss"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.090.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.090.030 - Capture feedback from the prospect/client"},"Capture feedback from the prospect/client","Engage the prospective client to ascertain and document the reasons for the project loss","Larry Grant","Started"]
[null,null,"02.100",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.100 - Audit and correct engagement data"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.100.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},"Verify no project under the engagement produces an error within DblCheck","Harness the DblCheck tool to check for errors and make corrections on the engagement","Larry Grant","Started"]
[null,null,"02.100",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.100 - Audit and correct engagement data"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.100.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.100.020 - Audit Projector details"},"Audit Projector details","Perform a comprehensive manual review of project details in Projector to detect and correct missing information and errors","Larry Grant","Started"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.010 - Schedule Payroll meeting"},"Schedule Payroll meeting","Schedule a Payroll meeting between Finance and the Accountant to execute the upcoming Payroll","Justin McDonald","Started"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.020 - Determine reimbursements"},"Determine reimbursements","Determine employee reimbursements to be paid in the upcoming Payroll","Justin McDonald","Started","Managing and tracking needed"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.030 - Determine advancements and deductions"},"Determine advancements and deductions","Determine any advancements or deductions to be paid in the upcoming Payroll","Justin McDonald","Started","Managing and tracking needed"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.040 - Determine bonus payments"},"Determine bonus payments","Determine any bonuses to be paid in the upcoming Payroll","Justin McDonald","Started","Managing and tracking needed"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.050 - Make Payroll corrections and additions"},"Make Payroll corrections and additions","Correct any Payroll errors or eligibility changes with the Accountant for the upcoming Payroll","Justin McDonald","Started"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.060",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},"Run Payroll","Run Payroll through ADP while adding reimbursements, advancements, deductions, and corrections with the Accountant","Justin McDonald","Started"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.070",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.070 - Complete 401K contributions"},"Complete 401K contributions","Confirm 401K contributions with Payroll report and submit for payment","Justin McDonald","Started"]
[null,null,"04.010",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.010 - Run payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.010.080",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.010.080 - Complete HSA contributions"},"Complete HSA contributions","Confirm HSA payment amounts with 2023 Compensation Record and submit for payment","Justin McDonald","Started"]
[null,null,"04.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.020 - Send invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.020.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.020.010 - Schedule time to run invoices"},"Schedule time to run invoices","Set up meetings with Larry and finance lead to process invoices","Justin McDonald","Started"]
[null,null,"04.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.020 - Send invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.020.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.020.020 - Prepare projects to be invoiced"},"Prepare projects to be invoiced","Prepare draft retainer invoices","Justin McDonald","Started"]
[null,null,"04.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.020 - Send invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.020.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.020.030 - Create draft invoices"},"Create draft invoices","Process retainer invoices and prepare them to be sent to clients with wire instructions","Justin McDonald","Started"]
[null,null,"04.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.020 - Send invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.020.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.020.040 - Finalize invoices"},"Finalize invoices","Prepare draft time and materials invoices","Justin McDonald","Started"]
[null,null,"04.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.020 - Send invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.020.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.020.050 - Send invoices to clients"},"Send invoices to clients","Process time and materials invoices and prepare them to be sent to clients with wire instructions","Justin McDonald","Started"]
[null,null,"04.020",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.020 - Send invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.020.060",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.020.060 - Recognize revenue from contract line items"},"Recognize revenue from contract line items","Prepare draft fixed price invoices","Justin McDonald","Started"]
[null,null,"04.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.050 - Manage AmEx"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.050.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.050.010 - Enter Expenses into Projector"},"Enter Expenses into Projector","Employees enter all AmEx expenses into Projector","Justin McDonald","Started"]
[null,null,"04.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.050 - Manage AmEx"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.050.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.050.020 - Review and Approve expenses"},"Review and Approve expenses","Review and approve correctly entered AmEx expenses and reject incorrectly entered AmEx expenses","Justin McDonald","Started"]
[null,null,"04.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.050 - Manage AmEx"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.050.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},"Compare AmEx Expenses with Projector","Compare AmEx expenses with Projector using the Power Automate Tool every Friday morning","Justin McDonald","Started"]
[null,null,"04.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.050 - Manage AmEx"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.050.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.050.040 - Follow Up on Unlogged Expenses"},"Follow Up on Unlogged Expenses","Follow up with employees who received an automated email on missing AmEx expenses","Justin McDonald","Started"]
[null,null,"04.050",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.050 - Manage AmEx"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.050.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.050.050 - Confirm all AmEx Expenses are in Projector "},"Confirm all AmEx Expenses are in Projector ","Compare AmEx expenses with Projector and mark as paid at the end of every month","Justin McDonald","Started"]
[null,null,"04.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.060 - Close monthly books"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.060.010",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.060.010 - Check for deposits"},"Check for deposits","Search for new deposits in the bank account","Justin McDonald","Started"]
[null,null,"04.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.060 - Close monthly books"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.060.020",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.060.020 - Correlate deposits with invoices"},"Correlate deposits with invoices","Compare deposits with issued invoices","Justin McDonald","Started"]
[null,null,"04.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.060 - Close monthly books"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.060.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.060.030 - Correlate invoices with projects"},"Correlate invoices with projects","Compare invoices with projects and fees","Justin McDonald","Started"]
[null,null,"04.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.060 - Close monthly books"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.060.040",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.060.040 - Sync Cashflow Spreadsheet"},"Sync Cashflow Spreadsheet","Allocate payments to project in the spreadsheet","Justin McDonald","Started"]
[null,null,"04.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.060 - Close monthly books"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.060.050",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.060.050 - Identify payments unassociated with an invoice"},"Identify payments unassociated with an invoice","Identify any deposits that do not correlate with an invoice (ex. a refund)","Justin McDonald","Started"]
[null,null,"04.060",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"04.060 - Close monthly books"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},"04.060.060",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"04.060.060 - Manage overdue payments"},"Manage overdue payments","Scan for issued invoices that are overdue","Justin McDonald","Started"]
[null,null,"02.100",{"$f":"IF(tblWorkFlow[[#This Row],[ProcessNo]]=\"\",\"\",_xlfn.XLOOKUP(tblWorkFlow[[#This Row],[ProcessNo]],tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0))","v":"02.100 - Audit and correct engagement data"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblWorkFlow[[#This Row],[ProcessNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},"02.100.030",{"$f":"tblWorkFlow[[#This Row],[WorkFlowNo]] & \" - \" &tblWorkFlow[[#This Row],[WorkFlow]]","v":"02.100.030 - Gather and audit expenses"},"Gather and audit expenses","Verify that all expenses are submitted and properly filled out","Larry Grant","Started"]

{"sheet":"Step","index":9,"n_rows":200,"n_cols":17,"rows_kept":200}
[]
[]
[]
[null,null,{"$f":"tablename(C6)","v":"tblStep"}]
[null,null,"WorkFlowNo","WorkFlow","AreaNoAndName","WorkFlowNoName","ProcessNoandName","StepNo","Step","StepNoAndName","Step Description","ResponsibleRole","SupportingRoles","SupportingTool","Status","WorkFlowOwner","Notes"]
[null,null,"02.010.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify client data"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.010.010 - Verify client data"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.010 - Pursue prospect"},"02.010.010.010","Ensure client company is in prospect XLS",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.010.010.010 - Ensure client company is in prospect XLS"},"Add or verify company information in the Company tab of the prospecting XLS. Ensure it includes company legal name and company mailing address.","Sales Lead","Engagement Manager","Prospecting XLS","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"02.010.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify client data"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.010.010 - Verify client data"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.010 - Pursue prospect"},"02.010.010.020","Ensure client name is in the prospect XLS",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.010.010.020 - Ensure client name is in the prospect XLS"},"Add or verify the client information in the people table of the prospecting XLS. Include name, title, company email and optionally personal email and mobile phone","Sales Lead","Engagement Manager","Prospecting XLS","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"02.010.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Capture prospect information"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.010.020 - Capture prospect information"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.010 - Pursue prospect"},"02.010.020.010","Describe opportunity",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.010.020.010 - Describe opportunity"},"Document the prospect opportunity with whatever level of specificity is known. Capture the expected start date, end date and amount even if just a general estimate","Sales Lead","Engagement Manager","Prospecting XLS","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.010.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Track and manage pursuit actions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.010.030 - Track and manage pursuit actions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.010 - Pursue prospect"},"02.010.030.010","Pre-leadership sync preparation",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.010.030.010 - Pre-leadership sync preparation"},"Prior to daily leadership sync, ensure that actions have been entered with the due date and responsible team member","Sales Lead","Engagement Manager","Prospecting XLS","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.010.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Promote prospect to opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.010.040 - Promote prospect to opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.010 - Pursue prospect"},"02.010.040.010","Follow workflow 02.020.010",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.010.040.010 - Follow workflow 02.020.010"},"Follow steps in 02.020.010","Sales Lead","Sales Lead","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.010.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Close prospect"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.010.050 - Close prospect"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.010 - Pursue prospect"},"02.010.050.010","Discontinue prospect pursuit",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.010.050.010 - Discontinue prospect pursuit"},"Mark the prospect as promoted to opportunity, closed, or on hold. Add notes as appropriate. ","Sales Lead",null,"Prospecting XLS","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.010","Ensure client company is entered in Projector PSA",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.010.010 - Ensure client company is entered in Projector PSA"},"Add or verify client information in the Client area of Projector PSA.  On Setup/Client Tab...\nClient Status = Active\nDefault Rates\nNo discounts\nOn Billing Tab…\nAdd special billing instructions if known.  For example, using client invoicing system.\nRest are defaults\n","Engagement Manager","Sales Lead","Projector PSA","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.020","Identify whether the project is Fixed Price, T&M, or Retainer",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.010.020 - Identify whether the project is Fixed Price, T&M, or Retainer"},"This is defined by the engagement manager. The default project type is fixed price. Some clients, such as the Chelan PUD and EVT, use T&M projects. Retainer projects are typically for dblCheck. ","Engagement Manager","Sales Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.030","Enter new fixed price engagement using Engagement wizard",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.010.030 - Enter new fixed price engagement using Engagement wizard"},"For a brand new engagement, use the new engagement Wizard…\nSelect the client\nSet Cost Center = Operations Through Innovation\nEngagement Type = rGen Fixed Price or rGen T&M\nEngagement Name = [DescriptiveEngagementName]\nEngagement Manager = Principal Name\nEngagement Stage = Open\nContractLineItem=(usually)[DescriptiveEngagementName]\nContractType (usually) Fixed Price Plus Expenses\nTime Contract Amount = Estimated Opportunity Value\nRevenue Earn by Date [ignore]\nOn Project Tab...\nProject Name=(usually) [DescriptiveEngagementName]\nProject Manager = (if known)\nProject Stage = Opportunity\nProject Start Date = [Est Start Date]\nProject End Date = [Est End Date]\nRest are default\nHit Create","Engagement Manager","Sales Lead","Projector PSA","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.040","Enter new T&M engagement using Engagement wizard",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.010.040 - Enter new T&M engagement using Engagement wizard"},"For a brand new engagement, use the new engagement Wizard…\nSelect the client\nSet Cost Center = Operations Through Innovation\nEngagement Type = rGen T&M\nEngagement Name = [DescriptiveEngagementName]\nEngagement Manager = Principal Name\nEngagement Stage = Open\nContractLineItem=(usually)[DescriptiveEngagementName]\nContractType (usually) Fixed Price Plus Expenses\nTime Contract Amount = Estimated Opportunity Value\nRevenue Earn by Date [ignore]\nOn Project Tab...\nProject Name=(usually) [DescriptiveEngagementName]\nProject Manager = (if known)\nProject Stage = Opportunity\nProject Start Date = [Est Start Date]\nProject End Date = [Est End Date]\nRest are default\nHit Create","Engagement Manager","Sales Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.050","Enter new retainer engagement using Engagement wizard ",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.010.050 - Enter new retainer engagement using Engagement wizard "},"For a brand new engagement, use the new engagement Wizard…\nSelect the client\nSet Cost Center = Operations Through Innovation\nEngagement Type = rGen T&M\nEngagement Name = [DescriptiveEngagementName]\nEngagement Manager = Principal Name\nEngagement Stage = Open\nContractLineItem=(usually)[DescriptiveEngagementName]\nContractType = Retainer/Service Contract with Overage\nTime Contract Amount = Estimated Opportunity Value\nRevenue Earn by Date [ignore]\nOn Project Tab...\nProject Name=(usually) [DescriptiveEngagementName]\nProject Manager = (if known)\nProject Stage = Opportunity\nProject Start Date = [Est Start Date]\nProject End Date = [Est End Date]\nHit Create","Engagement Manager","Sales Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.060","Add extension to an existing engagement",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.010.060 - Add extension to an existing engagement"},"For an extension to an existing engagement, create a new Contract Line Item and a New Project. From the existing engagement... \nhit + Add Contract Line Item\nOn Define New Contract Line Item Page…\nContract Line Item Name = [Descriptive Project Name]\nContract Type = (usually) default\nTime Contract Amount = Estimated Opportunity Value\nRest are default\nOn Define New Project tab...\nProject Name = (usually) defaults to Contract Line Item Name\nProject Manage = (if known)\nProject Stage = Opportunity\nProject Start Date = [Est Start Date]\nProject End Date = [Est End Date]\nRest are default\nHit Create","Engagement Manager","Sales Lead","Projector PSA","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.070","Create retainer overage project","To create the overage project for a retainer, create a new Contract Line Item and a New Project. From the existing engagement... \nhit + Add Contract Line Item\nOn Define New Contract Line Item Page…\nContract Line Item Name = [Retainer Project Name + Overage]\nContract Type = T&M\nRest are default\nOn Define New Project tab...\nProject Name = (usually) defaults to Contract Line Item Name\nProject Manage = (if known)\nProject Stage = Active Signed\nProject Start Date = [Retainer Project Start Date]\nProject End Date = [Retainer Project End Date]\nRest are default\nHit Create\nNavigate to retainer contract line item\nClick Setup -> Contract Terms\nClick dropdown next to \"overage project\" and select the project just created","To create the overage project for a retainer, create a new Contract Line Item and a New Project. From the existing engagement... \nhit + Add Contract Line Item\nOn Define New Contract Line Item Page…\nContract Line Item Name = [Retainer Project Name + Overage]\nContract Type = T&M\nRest are default\nOn Define New Project tab...\nProject Name = (usually) defaults to Contract Line Item Name\nProject Manage = (if known)\nProject Stage = Active Signed\nProject Start Date = [Retainer Project Start Date]\nProject End Date = [Retainer Project End Date]\nRest are default\nHit Create\nNavigate to retainer contract line item\nClick Setup -> Contract Terms\nClick dropdown next to \"overage project\" and select the project just created","Engagement Manager","Sales Lead","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create an opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.010 - Create an opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.010.080","Complete opportunity Project Information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.010.080 - Complete opportunity Project Information"},"On Project Setup tab…\nProject Description = [This is a marketing style description of the project that can be used in the engagement letter -- or -- later when clients ask about similar projects Should be written well]\nOn Project Setup tab / User-Defined Fields...\nClient Project Contact = Project client name\nPipeline Note = Copy from Prospecting XLS.  Add next step to the top. Person, Date and description of next steps. e.g. mm/dd/yyyy: Larry - Submit proposal to client name\nLikelihood = [Select from pull-down]\nResource1, 2, 3... = [Use supporting information in Process Wiki to enter Sales and Margin allocations]","Engagement Manager","Sales Lead","Prospecting XLS","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Track and manage opportunity actions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.020 - Track and manage opportunity actions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.020.010","Enter dates, people, and actions",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.020.010 - Enter dates, people, and actions"},"Prior to daily leadership sync, set the date, person and action to be executed on the Projector Project UDF fields","Sales Lead","Engagement Manager","Projector PSA","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.020.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Close opportunity"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.020.030 - Close opportunity"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.020 - Develop opportunity"},"02.020.030.010","Close opportunity",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.020.030.010 - Close opportunity"},"Click on the Engagements link in Projector\nSearch for the relevant engagement\nClick on the setup tab\nChange the engagement stage to \"closed\"\nClick \"save\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Establish contract work area"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.010 - Establish contract work area"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.010.010","Set-up engagement folder for a new Engagement",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.010.010 - Set-up engagement folder for a new Engagement"},"If this is a new Engagement, create folder(s) in the Engagements, Contracts, and Estimates Teams area in the year of the project [2023].  Use the naming convention:  [Engagement number] - [Engagement Name] (for example, EN00098 - Contentful Case Study Support)","Sales Lead","Engagement Manager","Teams","Pending",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"Engagement Folder"]
[null,null,"02.030.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Establish contract work area"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.010 - Establish contract work area"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.010.020","Set-up contract folder for the new project",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.010.020 - Set-up contract folder for the new project"},"In the folder you created for this engagement, create a folder for the new opportunity.  Use the naming convention:  [Project Number] - [Project Name] (for example, EN00098-002 - Customer Stories Jan - May)","Sales Lead","Engagement Manager","Teams","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"Engagement Folder"]
[null,null,"02.030.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Develop estimate"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.020 - Develop estimate"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.020.010","Build the estimate",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.020.010 - Build the estimate"},"Estimate the project fees (including vendor services fees) and expenses using the Build the Estimate template and this year's current rates. Save the file in the engagement folder you created in the previous step. Name the file [Project Number] - [Project Name] Estimate. (For example, EN0098-002 - Estimate)","Sales Lead","Engagement Manager","Current rates","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.030.020.010 Build the Estimate Template.xlsx"]
[null,null,"02.030.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create and send proposal"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.030 - Create and send proposal"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.030.010","Create proposal",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.030.010 - Create proposal"},"Develop a project proposal in the method most suitable for the opportunity.  That may be a PowerPoint presentation, an engagement letter, or a simple email.","Sales Lead","Engagement Manager","Teams","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create and send proposal"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.030 - Create and send proposal"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.030.020","Review and approve estimate and proposal",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.030.020 - Review and approve estimate and proposal"},"Verify the estimate by evaluating the deliverables, time-frame, rates and staffing.","Engagement Manager","Sales Lead","Teams","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create and send proposal"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.030 - Create and send proposal"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.030.030","Create and send transmittal email",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.030.030 - Create and send transmittal email"},"Develop an email that describes our understanding of the problem to be solved, the approach our team is taking, and qualifications of the staff committed to the effort. ","Sales Lead","Engagement Manager","Teams","Complete",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Update engagement details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.040 - Update engagement details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.040.010","Enter roles into Projector PSA",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.040.010 - Enter roles into Projector PSA"},"On Project screen…\nClick the \"Roles\" tab at the top\nClick the blue \"+ Add Roles\" button in the upper right to open the \"Create roles as scheduler\" wizard\nChoose \"From a role type\" on the first line\nEnter the number of roles you want to create using that role type\nChoose the role type\nEnter the percentage of 45 hours/week you are assigning that role\nChoose the start date of the project and enter the number of weeks it runs\nLeave the \"Base rates on\" area empty\nClick Create\nYou will now see the roles you created on the main screen. \nRepeat as needed to add all roles needed on the project.\nIf you want to assign specific staff to the roles:\nClick on the Project Role Name (e.g., \"Business Analyst\")\nUnder Resource Summary, search for the name of the staff member you want to assign\nUnder Schedule Summary, enter or verify the staff member's scheduled dates on the project\nClick Save in the upper left\nRepeat for all additional roles listed\nClick \"Save\"","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Update engagement details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.040 - Update engagement details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.040.020","Enter milestones (no achievement date)",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.040.020 - Enter milestones (no achievement date)"},"On Contract Line Item link on the left side…\nSearch for the name of the existing Contract Line Item\nClick Setup tab\nClick Milestones link\nEnter short but descriptive Milestone Name (mmm type of services)\nSelect the linked project\nEnter Amount \nEnter Planned Date (All Milestones should be set to the last workday of the month)\nLeave Achieved Date blank\nEnter Status (Pending if the milestone will be billed, foregone if the milestone will not be billed).\nEnter Milestone Description (including month, name, and services e.g. \"March Messaging services\")\nClick \"Save\"","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Update engagement details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.040 - Update engagement details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.040.030","Enter milestones (only for retainer projects)",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.040.030 - Enter milestones (only for retainer projects)"},"Open the Projector desktop tool\nOpen the existing project in project manager mode\nClick on the name of the engagement, then click  \"contract\"\nClick on \"create recurring revenue/milestone schedule\"\nFill in the schedule per the SOW\nCheck the \"create a periodic revenue/service schedule\" box and add the appropriate hours per month\nCheck the \"create a recurring billing milestone schedule\" box and select the end of each period with a status of \"achieved\"\nClick \"OK\"","Engagement Manager","Sales Lead","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Update engagement details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.040 - Update engagement details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.040.040","Create retainer overage project",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.040.040 - Create retainer overage project"},"Open the Projector desktop tool\nCreate a new project and select that project in project manager mode\nClick on the name of the engagement, then click  \"contract\"\nClick on \"create recurring revenue/milestone schedule\"\nFill in the schedule per the SOW\nCheck the \"create a periodic revenue/service schedule\" box and add the appropriate hours per month\nCheck the \"create a recurring billing milestone schedule\" box and select the end of each period with a status of \"achieved\"\nClick \"OK\"",null,null,"Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Update engagement details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.040 - Update engagement details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.040.050","Audit engagement, contract line item and project information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.040.050 - Audit engagement, contract line item and project information"},"Using a checklist, ensure there is an estimate that matches the milestones. Ensure the estimate makes sense. Verify roles in Projector PSA matches the roles in the estimate.  Ensure there is a real role title in addition to the level assigned. Verify the engagement name, contract line item name, project name and folder names in Teams all meet naming convention. ","Engagement Manager","Sales Lead","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.030.040.050 Audit engagement, contract line item and project information"]
[null,null,"02.030.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create and send SOW"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.050 - Create and send SOW"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.050.010","Draft and send SOW",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.050.010 - Draft and send SOW"},"If an engagement letter has been sent, and they do not require an SOW, nothing is needed.\n\nIf an SOW is needed... \nLocate the client template. Each company will have its own unique template. Fill the template out following the checklist for that company. Ensure all deliverables, milestones, and any other fields line up perfectly to the information filled out","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"002.030.050.010 Draft and send SOW.docx"]
[null,null,"02.030.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create and send SOW"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.050 - Create and send SOW"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.050.020","Audit and update engagement, contract line item and project details",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.050.020 - Audit and update engagement, contract line item and project details"},"Using checklists, ensure there is an information in the SOW matches the information in the engagement, project, and contract line item details.  Ensure the SOW makes sense. Verify roles in Projector PSA matches the roles in the SOW.  Ensure there is a real role title in addition to the level assigned. Verify the engagement name, contract line item name, project name and folder names in Teams all meet naming convention. ","Engagement Manager","Sales Lead","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.030.050.020 Audit and update engagement, contract line item and project details.docx"]
[null,null,"02.030.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify MSA"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.060 - Verify MSA"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.060.010","Ensure MSA and is signed and filed",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.060.010 - Ensure MSA and is signed and filed"},"Verify a signed MSA can be found in the Signed MSA folder.  https://Clarity, Incconsultingcom.sharepoint.com/:f:/s/Clarity, IncBusinessOperations-Legal/ErHlvj12-hFKnieYJf61o30BshuvpWxZnP3b1XXzSnrQVA?e=VGuUZE\n\nIf a signed MSA is not found, either the client should sign the standard Clarity, Inc MSA located in the Legal Templates folder at the link below, or we should review and sign the client MSA.\n\nhttps://Clarity, Incconsultingcom.sharepoint.com/:f:/s/Clarity, IncBusinessOperations-Legal/EmW-Tu4t0CRBsVoy9v3ecxMBk2l7yFQlphe7i_J2F_kRyg?e=5EQ6nc","Engagement Manager","Sales Lead","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.030.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Close bid"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.030.070 - Close bid"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.030 - Bid project"},"02.030.070.010","Discontinue bid pursuit",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.030.070.010 - Discontinue bid pursuit"},"In the \"Setup\" tab of the project, change the \"Project Stage\" drop down to either \"Cancelled\", \"On-Hold\", or \"Lost\". Add notes as appropriate in the \"Notes\" Tab on the top project ribbon. ","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"File signed SOW"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.010 - File signed SOW"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.010.010","Copy the signed SOW into the appropriate project folder",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.010.010 - Copy the signed SOW into the appropriate project folder"},"The same steps will be followed whether the project is T&M, retainer, or fixed price: in Teams, click \"Teams\" on the left. Click on the current year, then click \"Files.\" Click on the folder for the existing engagement (e.g. \"EN00117 - BA Sales...\"). Navigate to SOW Word document on your computer. Drag the SOW Word document into the folder for this engagement.","Sales Lead","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Update project status to active"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.020 - Update project status to active"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.020.010","Update project stage to Active Signed or Active Unsigned",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.020.010 - Update project stage to Active Signed or Active Unsigned"},"Under the Setup tab, go to the Project Stage line and click the dropdown. Choose either Active Signed or Active Unsigned. ","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Update project status to active"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.020 - Update project status to active"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.020.020","Confirm project start and end dates",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.020.020 - Confirm project start and end dates"},"Under the Setup tab, go to the Start Date line at the bottom of the page. Click the date button, and when the calendar pops up, select the correct date. The End Date is to the right of the Start Date, and also has a button that will prompt a calendar popup.","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Finalize staffing"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.030 - Finalize staffing"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.030.010","Confirm roles and assignments",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.030.010 - Confirm roles and assignments"},"On Project screen…\nClick the \"Roles\" tab at the top\nCompare the roles listed on the Roles screen to the SOW\nIf roles are missing, click the blue \"+ Add Roles\" button in the upper right to open the \"Create roles as scheduler\" wizard\nChoose \"From a role type\" on the first line\nEnter the number of roles you want to create using that role type\nChoose the role type\nEnter the percentage of 45 hours/week you are assigned that role\nChoose the start date of the project and enter the number of weeks it runs\nLeave the \"Base rates on\" area empty\nClick Create\nYou will now see the roles you created on the main screen. \nRepeat as needed to add all roles needed on the project.\n\nIf staff members are missing from the assigned roles:\nClick on the Project Role Name (e.g., \"Business Analyst\")\nUnder Resource Summary, search for the name of the staff member you want to assign\nUnder Schedule Summary, enter or verify the staff member's scheduled dates on the project\nClick Save in the upper left\nRepeat for all additional roles listed\nClick \"Save\"\nClick Save in the upper left\nRepeat for all additional roles listed\nClick \"Save\"\n\nOnce all roles and staff members have been entered, click on each staff member's name. On the next screen, click the blue Finalize button at the top","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Finalize staffing"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.030 - Finalize staffing"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.030.020","Confirm dates",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.030.020 - Confirm dates"},"On the Roles screen…\nClick each staff member's name. \nLook at the dates under the Schedule Summary header\nCompare the dates listed to the SOW and budget spreadsheet\nClick the Edit button in the upper right if changes are needed\nMake adjustments to the dates as needed\nClick Save\nClick the blue Finalize button at the top\nRepeat as needed for all additional staff and roles on the project\n ","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Finalize staffing"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.030 - Finalize staffing"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.030.030","Verify hours",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.030.030 - Verify hours"},"On the Roles screen…\nClick each staff member's name. \nLook at the hours in the chart to the right of the Schedule Summary header\nCompare the hours listed to the SOW and budget spreadsheet\nClick the Edit button in the upper right if changes are needed\nMake adjustments to the hours as needed\nClick Save\nClick the blue Finalize button at the top\nRepeat as needed for all additional staff and roles on the project\n ","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.040 - Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.040.010","Compare the milestones to the .xls estimate, verifying dates and amounts",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.040.010 - Compare the milestones to the .xls estimate, verifying dates and amounts"},"Navigate to the Projector PSA Milestones for the appropriate Contract Line Item. Verify each of the Milestone amounts and dates match the xls. estimate created in 02.030.020.010","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.040 - Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.040.020","Compare the milestones to the signed SOW",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.040.020 - Compare the milestones to the signed SOW"},"Navigate to the Projector PSA Milestones for the appropriate Contract Line Item. Verify each of the Milestone amounts and dates match the signed SOW","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.040 - Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.040.030","For fixed price or retainer engagements set the Milestone Status to Achieved",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.040.030 - For fixed price or retainer engagements set the Milestone Status to Achieved"},"If the engagement is fixed price or retainer:\n\nNavigate to the Projector PSA Milestones for the appropriate Contract Line Item. In the setup tab for the contract line item, set the Milestone Achieved Date","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.040 - Verify Milestones and Milestone Status"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.040.040","For time and materials engagements, set the Milestone Status to Pending",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.040.040 - For time and materials engagements, set the Milestone Status to Pending"},"If the engagement is fixed price:\n\nNavigate to the Projector PSA Milestones for the appropriate Contract Line Item. In the setup tab for the contract line item, leave the Milestone Status as “Pending” with no Achieved Date","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"04.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Schedule time to run invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.010 - Schedule time to run invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.010.010","Set up a meeting series with Larry and finance lead on the last workday of the month to process invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.010.010 - Set up a meeting series with Larry and finance lead on the last workday of the month to process invoices"},"Create a meeting series in Outlook, with Larry and finance lead as attendees. This should occur monthly on the last workday of the month.","Invoice Lead","Larry and Finance Lead","Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"02.040.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit the engagement and project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.050 - Audit the engagement and project"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.050.010","Using the checklist, verify the engagement information, the contract line information, and project information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.050.010 - Using the checklist, verify the engagement information, the contract line information, and project information"},"Validate the information in Projector PSA is complete using the checklist including the start and end dates are correct on the project, the contract line item information is complete and the status for each milestone is Achieved for fixed price engagements and Pending for time and material engagements ","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.040.050.010 Using checklist, verify the engagement information.docx"]
[null,null,"02.040.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit the engagement and project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.050 - Audit the engagement and project"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.050.020","Confirm the SOW billing dates and amount against Projector",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.050.020 - Confirm the SOW billing dates and amount against Projector"},"Navigate to the Projector PSA Milestones for the appropriate Contract Line Item. Verify each of the Milestone amounts and dates match the estimate and the signed SOW / engagement letter / proposal.","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.040.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit the engagement and project"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.040.050 - Audit the engagement and project"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.040 - Activate the engagement"},"02.040.050.030","Verify all items are filed in the proper project folder",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.040.050.030 - Verify all items are filed in the proper project folder"},"Using a checklist verify all items are properly stored in project folders including the estimate.  And depending on the engagement, the proposal, the engagement letter, the signed SOW and any other working documents on which the project is based","Sales Lead","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.040.050.030 Verify all items are filed in the proper project folder.docx"]
[null,null,"02.050.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Establish a working infrastructure"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.010 - Establish a working infrastructure"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.010.010","Establish a workspace",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.010.010 - Establish a workspace"},"Check with client to determine if workspace will be Google (e.g. for Contentful projects) or Microsoft Teams. Defer to client workspace expectations, but if none, do the following to set up a Teams workspace:\nLaunch Teams for Work or School\nSelect the \"Teams\" button on the left\nAt the bottom left, click \"Join or create a team\"\nHover over \"Create a team\" and click \"Create a team\"\nClick \"From scratch\"\nClick \"Public\"\nEnter a name in the following format: \"[Client company name] Execution Workspace\"\nEnter the name(s) of the team members who will be working on this project\nClick \"add\"\nAssign each team member a role in the team (\"owner\" for engagement manager, \"member\" for team members).\nClick on \"Files\" at the top of the screen\nAdd all files and folders relevant to the day to day operations of the engagement\nOrganize these files and folders by task\nInform every rGen team member of this execution workspace and its organization","Sales Lead","Engagement Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.050.010.010 Standard File Structure Checklist.docx"]
[null,null,"02.050.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Establish a working infrastructure"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.010 - Establish a working infrastructure"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.010.020","Verify licenses",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.010.020 - Verify licenses"},"Make a list of each product that rGen plans to use for this engagement (e.g. Office suite, Power BI, etc.)\nAssuming you have administrative access to each product you've listed, go to the equivalent of \"My Account\" in each product you plan to use for the engagement (e.g. in Office 365, this will be your name on the top right corner of PowerPoint, Word, etc. Select this and select \"view account\")\nIf you do not have administrative access, request access from your superior\nIn the \"My account\" (or equivalent) screen for each product, select \"Subscriptions\" (or equivalent)\nFor some products, this type of screen will only show your own permissions If this is the case, have members of your engagement team follow the above steps and report the licenses assigned to them","Sales Lead","Engagement Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Establish a working infrastructure"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.010 - Establish a working infrastructure"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.010.030","Grant permissions",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.010.030 - Grant permissions"},"Navigate to the workspace for this engagement\nOpen each file to examine permissions. For Office 365 files, do the following:\nAt the top left of the screen, click \"Share\"\nClick \"Manage access\"\nClick the \"+\" on the right side of the popup.\nAdd the engagement team members' email addresses\nClick \"Grant access.\"","Sales Lead","Engagement Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.020 - Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.020.010","Create kickoff materials",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.020.010 - Create kickoff materials"},"Navigate to the workspace for this engagement\nCreate a deck using the title of the engagement as the file name\nCreate a cover page, agenda, project plan, and next steps slide\nSave the deck into the Meetings folder in the project area\nSend the deck to graphics if needed\nPresent in team and client kickoff meetings","Project Manager","Engagement Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.020 - Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.020.020","Conduct kickoff meeting",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.020.020 - Conduct kickoff meeting"},"Schedule a 1-hour kickoff meeting at a time that works for all team members. Kickoff meetings should include all rGen and client team members.\nNominate a notetaker for the meeting\nPresent the kickoff deck\nLeave time for questions, concerns, and feedback from the team\nAfter the meeting, publish notes to all participants and archive the notes in the project folder","Project Manager","Engagement Manager","Outlook/Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.020 - Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.020.030","Establish a regular sync",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.020.030 - Establish a regular sync"},"Determine the desired sync cadence (for most projects it will be daily)\nAsk the PMO lead to schedule a recurring meeting and invite all rGen and client team members in Outlook.\nRemove syncs on holidays or other closures\nAdd a clear purpose to the meeting invite\nSend the invite to all team members and track responses\nLead the daily sync, review TIOWs, document decisions and action items","Project Manager","Engagement Manager","Outlook/Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.020 - Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.020.040","Manage performance",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.020.040 - Manage performance"},"Talk to all team members on a 1:1 basis regularly\nEnsure you have an understanding of team member's goals and interests\nProvide the team with constant feedback in close proximity to action to establish a tight feedback loop","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.020 - Engage and lead the team"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.020.050","Manage careers",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.020.050 - Manage careers"},"Know the interests and intentions of the people working on the project\nMake assignments as possible based on team aspirations","Project Manager","Engagement Manager","N/A",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.030 - Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.030.010","Refine and extend the proposal project plan",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.030.010 - Refine and extend the proposal project plan"},"For project extensions, update the proposal project plan to include any changes made to the plan since the kickoff. This includes, but is not limited to, staffing, roles, dates, deliverables, etc. ","Project Manager","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.030 - Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.030.020","Document deliverables, dates, and responsibilities",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.030.020 - Document deliverables, dates, and responsibilities"},"Ensure that the project deliverables  are documented in the SOW and project plan with all relevant information including, but not limited to, dates, responsibilities, milestone amount","Project Manager","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.030 - Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.030.030","Establish tracking mechanisms",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.030.030 - Establish tracking mechanisms"},"Ensure that all deliverables, decisions, and  action items are tracked in a tracking tool. \n\nTo begin, navigate to the \"Innovation through Operation\" folder of the \"IP, Tools and Methods\" teams channel. Download a copy of the \"rGen Excel Template with macros\" xls and rename it with a title appropriate for the project. This xls is a good place to start tracking on any project, but can be optimized for specific use cases.","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"Innovation through Operations folder"]
[null,null,"02.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.030 - Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.030.040","Establish reporting mechanisms and cadence",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.030.040 - Establish reporting mechanisms and cadence"},"Utilizing the tracking mechanisms, important information should be bubbled up to clients using some sort of reporting mechanisms and/or cadences. This can include regular review meetings or some sort of readout (executive summary, newsletter, etc.). To begin drafting a newsletter or an executive summary, utilize one of the newsletter or executive summary templates and adjust the templates based on project needs. ","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"IP, Tools and Methods folder"]
[null,null,"02.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.030 - Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.030.050","Ensure high quality deliverables",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.030.050 - Ensure high quality deliverables"},"Ensure that all deliverables going before clients meet the rGen's standards for deliverables. Managers should establish a process and/or cadence for reviewing deliverables created by members of their team before they go off to the client. ","Project Manager","Engagement Manager","N/A",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.030 - Plan, execute, and track progress"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.030.060","Manage, track, and report progress",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.030.060 - Manage, track, and report progress"},"Throughout the project, continue to track deliverable progress, decisions, and action items in the appropriate tracking tool. Reference the information in the tracking tool often to establish internal visibility into project progress and a single source of truth for reporting out on project progress. ","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Manage client relationships"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.040 - Manage client relationships"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.040.010","Understand the goals of the client personally and professionally",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.040.010 - Understand the goals of the client personally and professionally"},"Talk with the client. Make it clear that we are working for them as a person. Understand their ambitions. Think about and offer specific ways we can help move them along.","Project Manager","Engagement Manager","N/A",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Manage client relationships"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.040 - Manage client relationships"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.040.020","Understand the objectives for the client organization",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.040.020 - Understand the objectives for the client organization"},"Collect information about the client organization and its objectives. Discuss with the client. As part of our planning efforts, review client objectives and ensure alignment.","Project Manager","Engagement Manager","N/A",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.050.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Manage client relationships"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.050.040 - Manage client relationships"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.050 - Lead engagement"},"02.050.040.030","Establish regular client communication",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.050.040.030 - Establish regular client communication"},"Have a regular meeting with the client -- weekly or more frequently to review progress, opportunities, and challenges.","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Archive final deliverables at project end + 0 "},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.010 - Archive final deliverables at project end + 0 "},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.010.010","Create final deliverables archive folder",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.010.010 - Create final deliverables archive folder"},"Using whatever infrastructure the project is set up in (Teams, SharePoint, Google), create an archive folder for final deliverables within the project folder.","Engagement Manager","Project Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Archive final deliverables at project end + 0 "},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.010 - Archive final deliverables at project end + 0 "},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.010.020","Copy deliverables to the archive folder",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.010.020 - Copy deliverables to the archive folder"},"In the archive folder in the project infrastructure, ensure that there is a copy of each final deliverable.","Engagement Manager","Project Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Archive final deliverables at project end + 0 "},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.010 - Archive final deliverables at project end + 0 "},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.010.030","Audit the list of deliverables in the SOW against objects in the archive folder",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.010.030 - Audit the list of deliverables in the SOW against objects in the archive folder"},"Review the SOW and double check that each deliverable matches 1:1. If there are any missing deliverables, make sure to follow up with the client.","Engagement Manager","Project Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.020 - Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.020.010","Create a fact base as a foundation for the conversation (margin, start, end, key deliverables)",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.020.010 - Create a fact base as a foundation for the conversation (margin, start, end, key deliverables)"},"Fill out the fact base template to document important details about the engagement to use in the post-engagement team meeting","Project Manager","Engagement Manager",null,null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.060.020.010 Create a fact base as a foundation for the conversation (margin, start, end, key deliverables).docx"]
[null,null,"02.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.020 - Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.020.020","Create a suggested set of findings and recommendations",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.020.020 - Create a suggested set of findings and recommendations"},"Create a document to store findings and recommendations that might be useful in other projects. This might include, but is not limited to: pricing, staffing, time off, client relation strategies, useful IP, planning, access/permissions, etc. These findings and recommendations should be used during the post-engagement meeting.","Project Manager","Engagement Manager","Teams/Google",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.020 - Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.020.030","Conduct a post-engagement team meeting",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.020.030 - Conduct a post-engagement team meeting"},"Determine how many meetings are needed, then establish a cadence for reviewing  the suggested findings and fact base for a project with relevant team members to discuss learnings and gather feedback on the success of the project","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.020 - Evaluate the engagement at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.020.040","Publish final engagement findings to Engagement Manager and LT",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.020.040 - Publish final engagement findings to Engagement Manager and LT"},"Bubble up important info from the post-engagement team meeting, in a standard, detailed summary, to the Engagement manager and leadership team","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.030 - Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.030.010","Create a recommendation regarding IP to be retained",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.030.010 - Create a recommendation regarding IP to be retained"},"Examine project deliverables and determine potential applicability to future projects","Project Manager","Engagement Manager","N/A",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.030 - Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.030.020","Conduct a review to either retain IP or not",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.030.020 - Conduct a review to either retain IP or not"},"Discuss potential IP materials with project managers and leadership team","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.030 - Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.030.030","Sanitize IP and remove sensitive information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.030.030 - Sanitize IP and remove sensitive information"},"Carefully examine IP and remove any client-specific or client-derived information","Project Manager","Engagement Manager","N/A",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.030 - Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.030.040","Create a “read me” guide that tells people what to do with the IP",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.030.040 - Create a “read me” guide that tells people what to do with the IP"},"Create a text document describing what the IP is, how it's been used in the past, how it could be used in the future, and technical information the team may need to use it","Project Manager","Engagement Manager","N/A",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.030 - Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.030.050","Place IP into the IP repository",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.030.050 - Place IP into the IP repository"},"File the IP in the appropriate folder","IP Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Collect client feedback and suggestions at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.040 - Collect client feedback and suggestions at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.040.010","Within 30 days set up client meeting",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.040.010 - Within 30 days set up client meeting"},"Within 30 days of the end of an engagement, set up a time to discuss the engagement","Engagement Manager","Project Manager","Outlook",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Collect client feedback and suggestions at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.040 - Collect client feedback and suggestions at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.040.020","Conduct client discussions",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.040.020 - Conduct client discussions"},"Using the client discussion checklist, talk with the client about their experiences, things we can leverage going forward, and areas we need to improve","Engagement Manager","Project Manager","Client discussion checklist",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"Checklist has not been created"]
[null,null,"02.060.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Collect client feedback and suggestions at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.040 - Collect client feedback and suggestions at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.040.030","Provide feedback to the broader team",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.040.030 - Provide feedback to the broader team"},"During regular LT syncs, present the findings","Engagement Manager","Project Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate staff performance at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.050 - Evaluate staff performance at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.050.010","Fill out the template for each staffer based on managerial experience",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.050.010 - Fill out the template for each staffer based on managerial experience"},"Use the Staff Review Template to define staff roles for the project","Project Manager","Engagement Manager","Managerial Experience Staffer Template",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"020.060.050 Staff Review Template.docx (sharepoint.com)"]
[null,null,"02.060.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate staff performance at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.050 - Evaluate staff performance at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.050.020","Complete a 1:1 with each staff member",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.050.020 - Complete a 1:1 with each staff member"},"Schedule and set up time with each of the team members to discuss team performance","Project Manager","Engagement Manager","Outlook/Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate staff performance at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.050 - Evaluate staff performance at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.050.030","Provide feedback from 1:1 to staff members",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.050.030 - Provide feedback from 1:1 to staff members"},"Report out on 1:1s and team performance to project team","Project Manager","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.060 - Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.060.010","Navigate to the correct contract line item and ensure the final invoice has been submitted",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.060.010 - Navigate to the correct contract line item and ensure the final invoice has been submitted"},"Click on the \"Contract Line Items\" link on the left panel of Projector\nSearch for the relevant contract line item\nClick on the \"Invoicing Summary\" tab\nCheck each invoice listed to ensure that its status is marked \"Paid\" and it has an invoice date","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.060 - Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.060.020","Navigate to the correct project and change the Stage to Closed",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.060.020 - Navigate to the correct project and change the Stage to Closed"},"Click on the \"Projects\" link on the left panel of Projector\nSearch for the relevant project\nClick on the \"Setup\" tab\nClick on the \"Edit\" button\nClick the drop-down box next to \"Project Stage,\" and select \"Closed\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.060 - Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.060.030","For retainer projects navigate related overage project and change the stage to close",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.060.030 - For retainer projects navigate related overage project and change the stage to close"},"Click on the \"Projects\" link on the left panel of Projector\nSearch for the relevant overage project\nClick on the \"Edit\" button\nClick the drop-down box next to \"Project Stage,\" and select \"Closed\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.060 - Change the Project Stage to Closed after the final invoice at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.060.040","Navigate to the engagement and close once completed",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.060.040 - Navigate to the engagement and close once completed"},"Click on the \"Engagements\" link on the left panel of Projector\nSearch for the relevant engagement\nClick on the \"Setup\" tab\nClick on the \"Edit\" button\nClick the drop-down box next to \"Engagement Stage,\" and select \"Closed\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare estimated and actual margin at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.070 - Compare estimated and actual margin at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.070.010","Ensure all expenses associated with the project have been accrued to the project properly",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.070.010 - Ensure all expenses associated with the project have been accrued to the project properly"},"Click on the Cost Card Tab in Projector\nFilter the search by Project\nClick the \"Run Search\" Button\nReview the search results to ensure that all cost cards have been submitted\nIf cost cards are missing, work with the project team to get expenses entered into Projector\nIf graphics expenses are missing, work with the finance manager to get graphics expenses added","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.060.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare estimated and actual margin at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.070 - Compare estimated and actual margin at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.070.020","Compare the job margin dashboard to the estimated job margin",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.070.020 - Compare the job margin dashboard to the estimated job margin"},"Open the Project Margin Dashboard\nReview the dashboard to compare the job margin displayed in the table to the estimate\nIf there is a substantial difference between the estimate and the actual, make sure you understand why and communicate with the team","Engagement Manager","Project Manager","Job Margin Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"No link to the project margin dashboard is available as of 1/25/2023. If you need to access it, contact August or Justin."]
[null,null,"02.060.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare estimated and actual margin at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.070 - Compare estimated and actual margin at project end + up to 30 days"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"02.060.070.030","Verify sales and margin percentages are noted appropriately",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.060.070.030 - Verify sales and margin percentages are noted appropriately"},"In the Sales and Margin Dashboard, click on the project name and go to the project in the table below\nReview margin and sales percentages to verify they are appropriately entered\nIf sales and margin percentages are not noted appropriately, open the project by clicking the link in the table which will open up the project in Projector\nClick on the setup tab and navigate to the User-defined fields tab\nUpdate the sales and margin percentages in the User-defined fields tab","Engagement Manager","Project Manager","Job Margin Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"Projector PSA"]
[null,null,"02.070.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Cancel opportunity in Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.070.010 - Cancel opportunity in Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.070 - Cancel an engagement"},"02.070.010.010","Ensure the relevant project in the engagement is set to Canceled",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.070.010.010 - Ensure the relevant project in the engagement is set to Canceled"},"Click on the \"Engagements\" button in Projector\nSearch for the appropriate engagement\nUnder \"Project Information,\" find \"Project Name\"\nFor each project listed here, do the following:\nClick on the project\nClick the \"setup\" tab\nClick \"edit\"\" on the top right\nClick the \"Project Stage\" dropdown box and select \"canceled\"\nClick \"save\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.070.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Cancel opportunity in Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.070.010 - Cancel opportunity in Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.070 - Cancel an engagement"},"02.070.010.020","Navigate to the engagement and close",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.070.010.020 - Navigate to the engagement and close"},"Click on the \"Engagements\" button in Projector\nSearch for the appropriate engagement\nClick \"setup\"\nChange engagement stage to \"closed\"\nClick \"save\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.070.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit contract folder to ensure all items are archived"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.070.020 - Audit contract folder to ensure all items are archived"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.070 - Cancel an engagement"},"02.070.020.010","Ensure all project materials have been copied to the engagement folder in Teams",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.070.020.010 - Ensure all project materials have been copied to the engagement folder in Teams"},"Audit the engagement folder in teams to ensure that all items included in the previous workflows (02.010-070) are in the folder \nThis should include, but is not limited to, final deliverables, estimate xls, project proposal + email, SOW, signed MSA, etc.","Engagement Manager","Project Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.080.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Put engagement on hold in Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.080.010 - Put engagement on hold in Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.080 - Put an engagement on hold"},"02.080.010.010","Ensure the relevant project in the engagement is set to “On Hold”",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.080.010.010 - Ensure the relevant project in the engagement is set to “On Hold”"},"The same steps will be followed whether the project is T&M, retainer, or fixed price: \"Click on the \"Engagements\" button in Projector\nSearch for the appropriate engagement\nUnder \"Project Information,\" find \"Project Name\"\nFor each projected listed here, do the following:\nClick on the project\nClick the \"setup\" tab\nClick \"edit\" on the top right\nClick the \"Project Stage\" dropdown box and select \"On hold\"\nClick \"save\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.080.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Put engagement on hold in Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.080.010 - Put engagement on hold in Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.080 - Put an engagement on hold"},"02.080.010.020","Navigate to the engagement and close",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.080.010.020 - Navigate to the engagement and close"},"Click on the \"Engagements\" button in Projector\nSearch for the appropriate engagement\nClick the \"setup\" tab\nClick \"edit\" on the top right\nClick the \"Engagement Stage\" dropdown box and select \"closed\"","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.080.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit contract folder to ensure all items are archived"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.080.020 - Audit contract folder to ensure all items are archived"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.080 - Put an engagement on hold"},"02.080.020.010","Ensure all project materials have been copied to the engagement folder in Teams",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.080.020.010 - Ensure all project materials have been copied to the engagement folder in Teams"},"Open Teams (work or school)\nClick on the \"Teams\" button on the left side of the screen\nClick on the current year under \"Engagement Contracts and Estimates\"\nSelect the appropriate engagement folder\nCopy all engagement materials into this folder (including kickoff decks, draft SOWs, etc.)","Engagement Manager","Project Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.090.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Set Projector status to Lost"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.090.010 - Set Projector status to Lost"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.090 - Respond to engagement loss"},"02.090.010.010","Ensure the relevant project in the engagement is set to Lost",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.090.010.010 - Ensure the relevant project in the engagement is set to Lost"},"Click \"edit\" on the top right","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.090.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Set Projector status to Lost"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.090.010 - Set Projector status to Lost"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.090 - Respond to engagement loss"},"02.090.010.020","Navigate to the engagement and close",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.090.010.020 - Navigate to the engagement and close"},"Click the \"Project Stage\" dropdown box and select \"canceled,\" then click \"save\"","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.090.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit contract folder to ensure all items are archived"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.090.020 - Audit contract folder to ensure all items are archived"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.090 - Respond to engagement loss"},"02.090.020.010","Ensure all project materials have been copied to the engagement folder in Teams",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.090.020.010 - Ensure all project materials have been copied to the engagement folder in Teams"},"Click \"save\"","Sales Lead","Engagement Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.090.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Capture feedback from the prospect/client"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.090.030 - Capture feedback from the prospect/client"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.090 - Respond to engagement loss"},"02.090.030.010","Set up call or communication",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.090.030.010 - Set up call or communication"},"Talk to the prospect/client and ask to set up a time to talk about what happened to cause the engagement loss. Set up a 30-minute meeting through Outlook with the prospect/client, including any rGen leadership that may be needed.\n\nIf the prospect/client is unable to meet to discuss, still capture feedback through an email that gathers what happened to cause the engagement loss. Either meeting notes or the email should be saved in the project folder.","Sales Lead","Engagement Manager","Outlook",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.090.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Capture feedback from the prospect/client"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.090.030 - Capture feedback from the prospect/client"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.090 - Respond to engagement loss"},"02.090.030.020","Capture reasons for loss",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.090.030.020 - Capture reasons for loss"},"During the meeting, make sure that all feedback is captured so that any and all takeaways are documented. This helps both the individual team member as well as rGen as a business to avoid future loss.","Sales Lead","Engagement Manager",null,null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.040.050.030 Lost Project Template.docx"]
[null,null,"02.090.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Capture feedback from the prospect/client"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.090.030 - Capture feedback from the prospect/client"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.090 - Respond to engagement loss"},"02.090.030.030","Fill out lost project template",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.090.030.030 - Fill out lost project template"},"In Teams, click \"Teams\" on the left side of the screen. Select the Engagement Contracts and Estimates Teams folder and select \"General\". \n\nOpen the \"Lost project template\" file, save a copy of it to your appropriate engagement contract folder, and fill it out completely. \n\nOnce completed, send a copy to any rGen leadership who should be aware.","Sales Lead","Engagement Manager","Teams",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"},"02.040.050.030 Lost Project Template.docx"]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.010","Verify client information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.010 - Verify client information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.020","Verify invoice information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.020 - Verify invoice information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.030","Verify project information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.030 - Verify project information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.040","Verify margin information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.040 - Verify margin information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.050","Verify milestone information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.050 - Verify milestone information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.060","Verify purchase order information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.060 - Verify purchase order information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.070","Verify revenue recognition information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.070 - Verify revenue recognition information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.010 - Verify no project under the engagement produces an error within DblCheck"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.010.080","Verify commissions information",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.010.080 - Verify commissions information"},"Click on the \"Engagements\" link on the left side of the Projector website\nSearch for the relevant engagement\nNote each project name and code associated with the project\nClick on the \"Dashboards\" link on the left side of the Projector website\nAt the top of the screen, select \"dblCheck\" from the dropdown box\nIn the dropdown box for \"project,\" select the relevant client name. This will filter results so that only errors pertaining to your project appear below\nIf your project has an error, note the error message and click \"URL\" on the line pertaining to that message. This will take you to the place in Projector where the error was found\nCorrect each error by following the URL and amending Projector information\nIf you do not want to see the error in the future, but do not want to amend the relevant Projector information (e.g. if dblCheck tells you Line 1 is missing from the client's billing address, but you do not intend to fill out this line) click on \"Ignore Error\" for the relevant error\nOnce you have corrected or ignored each error, click \"refresh data\" and wait for the process to complete (~5 minutes).\ndblCheck should now produce no errors for your project\nIf dblCheck still produces an error for your project, email support@rgenconsulting.com with the CheckViolationID of the error in question and the dblCheck team will start a support ticket to resolve this (this should never happen)\ndblCheck looks for errors in the following information: client, invoice, project, margin, milestone, purchase order, revenue recognition, and commissions\nConsider these fields checked at the end of this step","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit Projector details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.020 - Audit Projector details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.020.010","Check milestones and invoice amounts",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.020.010 - Check milestones and invoice amounts"},"To check the invoice amount, navigate to the invoice tab in Projector, search for the project, and verify that the net invoice amount matches the SOW and planning materials. To check the milestones, navigate to the contract line items tab in Projector,\n search for the project, navigate to the setup tab, click milestones, and verify that the milestone amounts and dates match the SOW and planning materials.","Engagement Manager","Project Manager","Projector PSA","Pending",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit Projector details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.020 - Audit Projector details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.020.020","Verify staffing",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.020.020 - Verify staffing"},"To check the staffing and roles, navigate to the Projects tab in Projector, search for the project, navigate to the roles tab, and verify the rates and hours match the SOW and planning materials","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit Projector details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.020 - Audit Projector details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.020.030","Verify bonus and commission allocations",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.020.030 - Verify bonus and commission allocations"},"To check the bonus and commission applications, navigate to the Projects tab in Projector, search for the project, navigate to the setup tab, click User-defined fields, and verify that the sales points and margin points are accurate","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit Projector details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.020 - Audit Projector details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.020.040","Verify total contract amount",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.020.040 - Verify total contract amount"},"To check the total contract amount, navigate to the project tab in Projector, search for the project, and verify that the amount at the end of the Time Contract Terms line matches the SOW and planning materials","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit Projector details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.020 - Audit Projector details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.020.050","Verify contract type",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.020.050 - Verify contract type"},"To check the contract type, navigate to the project tab in Projector, search for the project, and verify that the contract type at the beginning of the Time Contract Terms line matches the SOW and planning materials","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Audit Projector details"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.020 - Audit Projector details"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.020.060","Repeat process until no errors",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.020.060 - Repeat process until no errors"},"Repeat workflow 02.100.010 until Dblcheck does not catch any errors in the project setup/close","Engagement Manager","Project Manager","DblCheck Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Gather and audit expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.030 - Gather and audit expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.030.010","Ensure expenses are submitted by team members",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.030.010 - Ensure expenses are submitted by team members"},"Confirm all expenses\n\nIf there are unsubmitted expenses, follow workflow 04.050.030 to compare AmEx to Projector. Make sure to follow up with whoever has not submitted any expenses.","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"02.100.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Gather and audit expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.100.030 - Gather and audit expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.100 - Audit and correct engagement data"},"02.100.030.020","Verify that expenses are properly filed",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"02.100.030.020 - Verify that expenses are properly filed"},"To verify that expenses are all filed properly, please follow steps under workflow 04.050.020.","Engagement Manager","Project Manager","Projector PSA",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"04.010.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Schedule Payroll meeting"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.010 - Schedule Payroll meeting"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.010.010","Schedule meeting with Accountant two or more days prior to paycheck dates ",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.010.010 - Schedule meeting with Accountant two or more days prior to paycheck dates "},"Paychecks should be deposited to employee accounts on the 5th and 20th of each month – or the weekday prior if those days land on a weekend. \nThe meeting with the accountant must be two or more business days prior to when the paychecks need to be deposited into the employees account.\nADP cannot process next day Payroll","Finance Lead","Accountant","Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.020 - Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.020.010","Run Bi-monthly Personal Expense Report in Projector",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.020.010 - Run Bi-monthly Personal Expense Report in Projector"},"Open Projector\nGo to reports\nSearch for Bi-monthly Personal Expense Report\nClick on parameter and set date to last half month\nPress Submit and download the report as a .csv","Finance Lead","Accountant","Bi-monthly Personal Expense Report","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.020 - Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.020.020","Filter on Submitted Date Field in the report by Paycheck Pay Period ",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.020.020 - Filter on Submitted Date Field in the report by Paycheck Pay Period "},"Filter Bi-monthly Personal Expense Report for the current pay period (either the 1st-15th, or 16th-EOM)","Finance Lead","Accountant","Bi-monthly Personal Expense Report","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.020 - Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.020.030","Filter Company Paid in the report to “No”",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.020.030 - Filter Company Paid in the report to “No”"},"Filter Company Paid column to \"No\" to display expenses paid by the employee","Finance Lead","Accountant","Bi-monthly Personal Expense Report","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.020 - Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.020.040","Create pivot table by employee",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.020.040 - Create pivot table by employee"},"Create a pivot table by employee to determine the amount that needs to be reimbursed per employee","Finance Lead","Accountant","Bi-monthly Personal Expense Report","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.020 - Determine reimbursements"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.020.050","Confirm reimbursement amounts with the respective employees",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.020.050 - Confirm reimbursement amounts with the respective employees"},"Check with employees to confirm that the expense amount is correct","Finance Lead","Accountant","Teams","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine advancements and deductions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.030 - Determine advancements and deductions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.030.010","Compare AmEx expenses to Projector Cost Card search",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.030.010 - Compare AmEx expenses to Projector Cost Card search"},"Go to Cost Card search in Projector and press \"Run Search\"\nCompare and confirm that the amount due in AmEx is equal to the amounts in Projector","Finance Lead","Accountant","Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"AmEx expenses"]
[null,null,"04.010.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine advancements and deductions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.030 - Determine advancements and deductions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.030.020","Reach out to employees that have AmEx expenses that do not show up in Projector",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.030.020 - Reach out to employees that have AmEx expenses that do not show up in Projector"},"If AmEx expenses exist that aren't documented in Projector, reach out to employee to have them file an expense report","Finance Lead","Accountant","Teams","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine advancements and deductions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.030 - Determine advancements and deductions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.030.030","Determine if they were personal expenses applied to the wrong card",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.030.030 - Determine if they were personal expenses applied to the wrong card"},"If personal expenses were applied to the wrong card, document in the Payroll Notes Spreadsheet\nWork with the Accountant during Make Payroll corrections and additions workflow to take the advance out of the employee’s paycheck","Finance Lead","Accountant","Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"Payroll Notes Spreadsheet"]
[null,null,"04.010.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine bonus payments"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.040 - Determine bonus payments"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.040.010","Identify bonus payments using the Bonus Spreadsheet",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.040.010 - Identify bonus payments using the Bonus Spreadsheet"},"Use the Bonus Spreadsheet to identify bonus payments\nThis spreadsheet is produced as part of the Calculate Bonus Payments process","Finance Lead","Accountant","Bonus Spreadsheet","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Determine bonus payments"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.040 - Determine bonus payments"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.040.020","Bonus payments will differ by date",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.040.020 - Bonus payments will differ by date"},"Bonus payments will differ based on the time of year\nJanuary 5th: H2 utilization, margin and sales bonuses with a true up of July bonuses\nJanuary 20th: profit bonus \nJuly 5th: 80% of H1 utilization, margin and sales bonus\nSpot bonuses: see Payroll Notes Spreadsheet for spot bonuses for every paycheck","Finance Lead","Accountant","Bonus Spreadsheet","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Make Payroll corrections and additions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.050 - Make Payroll corrections and additions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.050.010","Review employee eligibility for 401K, insurance, and HSA ",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.050.010 - Review employee eligibility for 401K, insurance, and HSA "},"Confirm that employee eligibility is correct for 401K, insurance, and HAS using…","Finance Lead","Accountant","N/A","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Make Payroll corrections and additions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.050 - Make Payroll corrections and additions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.050.020","Make Payroll corrections and additions with the guidance and oversight of Accountant",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.050.020 - Make Payroll corrections and additions with the guidance and oversight of Accountant"},"If there are any corrections or additions needing to be made, work with the Accountant to make sure they are done correctly","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Run Payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.060.010","Initiate ADP Payroll",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.060.010 - Initiate ADP Payroll"},"Open ADP and go to Payroll","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Run Payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.060.020","Add reimbursements as necessary",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.060.020 - Add reimbursements as necessary"},"Add reimbursements in the reimbursement section","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Run Payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.060.030","Add deductions as necessary",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.060.030 - Add deductions as necessary"},"Add deductions in the deduction section","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Run Payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.060.040","Add Payroll corrections as necessary",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.060.040 - Add Payroll corrections as necessary"},"Correct Payroll errors with the help of the Accountant","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Run Payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.060.050","Confirm salary, reimbursements, and deductions with Accountant",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.060.050 - Confirm salary, reimbursements, and deductions with Accountant"},"Confirm salary, reimbursements, and deductions from the Accountant to get approval for the Payroll","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Run Payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.060.060","Submit Payroll for payment",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.060.060 - Submit Payroll for payment"},"Press \"Run Payroll\" ","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Run Payroll"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.060 - Run Payroll"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.060.070","Mark reimbursements as paid in Projector",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.060.070 - Mark reimbursements as paid in Projector"},"Open Projector and go to Cost Card search\nMark paid reimbursements as paid under \"Payment Workflow Status\"","Finance Lead","Accountant","Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.070 - Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.070.010","Run detailed Payroll report in ADP",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.070.010 - Run detailed Payroll report in ADP"},"Open ADP and go to reports\nNavigate to detailed Payroll report and open the recent Payroll report","Finance Lead","Accountant","ADP","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.070 - Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.070.020","Set up 401K system for payment",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.070.020 - Set up 401K system for payment"},"Navigate to 401K payment page","Finance Lead","Accountant","401K Plan","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.070 - Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.070.030","Confirm 401K contributions with ADP report",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.070.030 - Confirm 401K contributions with ADP report"},"Update values on the 401K payment page with the new ADP values","Finance Lead","Accountant","401K Plan","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.070 - Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.070.040","Submit 401K contributions",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.070.040 - Submit 401K contributions"},"Press submit on the 401K payment page","Finance Lead","Accountant","401K Plan","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.070",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.070 - Complete 401K contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.070.050","Add funding amount to match what you need to fund",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.070.050 - Add funding amount to match what you need to fund"},"Type in the value of funds needed into funds to be paid and press submit","Finance Lead","Accountant","401K Plan","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.080",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete HSA contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.080 - Complete HSA contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.080.010","Set up HSA system for payment",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.080.010 - Set up HSA system for payment"},"Open Navia and navigate to HSA payments","Finance Lead","Accountant","HSA System","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.010.080",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete HSA contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.080 - Complete HSA contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.080.020","Confirm HSA payment amounts with 2023 Compensation Record ",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.080.020 - Confirm HSA payment amounts with 2023 Compensation Record "},"Open the 2023 Compensation Record Spreadsheet and enter in the value amounts into HSA","Finance Lead","Accountant","HSA System","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"2023 Compensation Record"]
[null,null,"04.010.080",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Complete HSA contributions"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.010.080 - Complete HSA contributions"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.010 - Run payroll"},"04.010.080.030","Submit HSA contributions",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.010.080.030 - Submit HSA contributions"},"Press submit HSA payment","Finance Lead","Accountant","HSA System","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Schedule time to run invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.010 - Schedule time to run invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.010.020","Schedule a meeting with Larry and finance lead to process prime contractor invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.010.020 - Schedule a meeting with Larry and finance lead to process prime contractor invoices"},"As soon as Amaxra (or other prime contractor) invoice details are received, schedule time with Larry and finance lead to process invoices.","Invoice Lead","Larry and Finance Lead","Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Prepare projects to be invoiced"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.020 - Prepare projects to be invoiced"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.020.010","Invoices Note",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.020.010 - Invoices Note"},"An invoice can contain a combination of contract types (e.g. fixed price, T&M, retainer), as a result all invoices, regardless of contract type, must follow a single process","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started","Justin McDonald"]
[null,null,"04.020.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Prepare projects to be invoiced"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.020 - Prepare projects to be invoiced"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.020.020","Transfer retainer overages",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.020.020 - Transfer retainer overages"},"Go to Contract Line Item tab in Projector. Search for all projects with Contract Type = Retainer. Select open projects and click on “Transfer Overages” button​","Invoice Lead","Finance Lead and Engagement Lead","Projector Contract Line Item tab ","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Prepare projects to be invoiced"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.020 - Prepare projects to be invoiced"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.020.030","Delete milestone placeholders associated with T&M projects​",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.020.030 - Delete milestone placeholders associated with T&M projects​"},"Go to Contract Line Item tab in Projector. Search for all projects with Contract Type = T&M​. Select open projects and click on Milestone tab​. Delete placeholder milestone(s) for the month being invoiced​.","Invoice Lead","Finance Lead and Engagement Lead","Projector Contract Line Item tab ","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create draft invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.030 - Create draft invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.030.010","Search for invoices to issue in Projector invoice tab",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.030.010 - Search for invoices to issue in Projector invoice tab"},"Go to invoice tab in Projector. Click on “Create New”​. Search for invoices scheduled to happen for the month in process.","Invoice Lead","Finance Lead and Engagement Lead","Projector Invoice tab","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create draft invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.030 - Create draft invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.030.020","Search for invoices to issue in Projector invoice tab",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.030.020 - Search for invoices to issue in Projector invoice tab"},"Invoices may contain a single project or many projects for a client; projects can be combined onto a single invoice at the Client level in Projector​.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create draft invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.030 - Create draft invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.030.030","Determine which invoices you want to create",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.030.030 - Determine which invoices you want to create"},"Mark the checkbox next to each invoice you want to create​, keeping in mind there may be several and some invoices may have multiple project types.","Invoice Lead","Engagement Manager","Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create draft invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.030 - Create draft invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.030.040","Confirm milestone amounts for the invoices you want to create​",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.030.040 - Confirm milestone amounts for the invoices you want to create​"},"You can use the SOWs to confirm milestone amounts.  If amount is incorrect, troubleshoot with the  engagement manager​.","Invoice Lead","Engagement Manager","Client portal","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create draft invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.030 - Create draft invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.030.050","Confirm timecard accuracy",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.030.050 - Confirm timecard accuracy"},"Confirm the timecard adjusted amount with the engagement managers for invoices you want to create​.\nIf timecards are not submitted, it is the responsibility of the engagement manager to correct this quickly​.","Invoice Lead","Finance Lead and Engagement Lead","Projector invoice tab","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Create draft invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.030 - Create draft invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.030.060","Confirm check boxes and create invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.030.060 - Confirm check boxes and create invoices"},"Click “Create Invoices” .\nMake sure finance, project manager, and management approvals are check marked​.\nClick “Create Invoices”.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Finalize invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.040 - Finalize invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.040.020","Download and review draft invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.040.020 - Download and review draft invoices"},"Download draft invoice to confirm everything is correct​.\nInvoice name, invoice date, project name, project amount, total amount​.\nAdjust if needed.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"02.060.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"02.0 - Run Engagements"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"02.060.030 - Evaluate deliverables for IP repository retention at project end + 7"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"02.060 - Complete engagement"},"04.020.040.010","Complete accurate setup of invoice",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.040.010 - Complete accurate setup of invoice"},"Click on newly created invoice in the table​.\nRename invoice accurately​.\nSet the date for last workday or calendar day of the month.\nClick “Save”​.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Larry Grant"}]
[null,null,"04.020.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Finalize invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.040 - Finalize invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.040.030","Issue and download final invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.040.030 - Issue and download final invoices"},"Click “Manage” -> “Issue…”​.\nClick “Issue”​.\nDownload the final invoice.\nOpen and confirm again that everything is correct​.\nInvoice name, invoice date, project name, project amount, total amount​.\nIf incorrect, invoice must be deleted and begin process over after troubleshooting with engagement manager​.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Finalize invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.040 - Finalize invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.040.040","For invoices that contain T&M projects, update the invoice template to A200",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.040.040 - For invoices that contain T&M projects, update the invoice template to A200"},"Click “Billing Details”​.\nChange invoice template to be A200 (fees by resource and expense type)​ which includes hourly details​.\nClick “Save”​.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Send invoices to clients"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.050 - Send invoices to clients"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.050.010","Email final invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.050.010 - Email final invoices"},"Email final invoice to the engagement manager.","Invoice Lead","Engagement Manager","Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Send invoices to clients"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.050 - Send invoices to clients"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.050.020","Email final invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.050.020 - Email final invoices"},"Engagement manager emails the invoice to the client invoicing contact plus copy of wiring instructions. Repeat this process for all invoices being created.","Invoice Lead","Engagement Manager","Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Send invoices to clients"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.050 - Send invoices to clients"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.050.030","Submit final invoices if client utilizes a payment portal",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.050.030 - Submit final invoices if client utilizes a payment portal"},"HOLDING SPACE FOR Justin TO DEFINE THIS STEP","Invoice Lead","Engagement Manager","Client portal","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Finalize invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.040 - Finalize invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.050.040","Email final invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.050.040 - Email final invoices"},"Email final invoice to the engagement manager. Engagement manager emails the invoice to the client invoicing contact plus copy of wiring instructions. Repeat this process for all invoices being created.","Invoice Lead","Engagement Manager","Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.060 - Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.060.010","Invoices Note",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.060.010 - Invoices Note"},"Revenue recognition is required for fixed price and retainer projects; T&M projects do not require revenue recognition in our system​.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.060 - Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.060.020","Locate the relevant contract line item and set date as last day of the month for fixed price and retainer",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.060.020 - Locate the relevant contract line item and set date as last day of the month for fixed price and retainer"},"For fixed price and retainer projects, go to “Contract Line Items “​.\nLocate the relevant contract line item.\nGo to “Revenue Recognition” tab.\nSet date as last day of the month​.","Invoice Lead","Engagement Manager","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.060 - Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.060.030","Run revenue recognition using last billed milestone",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.060.030 - Run revenue recognition using last billed milestone"},"Click “Run Revenue Recognition”.\nIf you are recognizing the amount of revenue on the invoice, then select “Recognize period system revenue of…” and check “Use the last billed milestone of…”. Then click \"Recognize Revenue\".","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.020.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.020.060 - Recognize revenue from contract line items"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.020 - Send invoices"},"04.020.060.040","Recognize revenue from contract line items",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.020.060.040 - Recognize revenue from contract line items"},"Click “Run Revenue Recognition”.\nIf you are recognizing revenue in a way that’s different than on the invoice, then document the revenue and dates as desired and document actions in the revenue recognizition.xlsx (add link later) .\nClick “Recognize Revenue”​.","Invoice Lead","Finance Lead and Engagement Lead","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Enter Expenses into Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.010 - Enter Expenses into Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.010.010","Use the AmEx card for work-related expenses",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.010.010 - Use the AmEx card for work-related expenses"},"For projects that require expenses, use the AmEx card to make your purchases","Employee","Engagement Manager","AmEx card","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Enter Expenses into Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.010 - Enter Expenses into Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.010.020","Enter the expense into Projector",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.010.020 - Enter the expense into Projector"},"On the Report Expenses tab in Projector, create a new expense report\nFind the project the expense was made for\nOn the date the expense was created: enter in an individual charge, write a detailed description about the charge, add a copy of the receipt, and mark Paid By to “American Express” \nRepeat for each charge to the AmEx card by clicking draft another\nPress “Save” and then “Submit”","Employee","Engagement Manager","Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Review and Approve expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.020 - Review and Approve expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.020.010","Review expenses in Projector",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.020.010 - Review expenses in Projector"},"Confirm the correct amount, correct date, receipt is attached, and the category is correct","Finance Lead",null,"Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Review and Approve expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.020 - Review and Approve expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.020.020","If the expense is correctly entered, set the status to “Approved”",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.020.020 - If the expense is correctly entered, set the status to “Approved”"},"If all information in step 04.050.020.010 is correct, set the status of the expense to \"Approved\"","Finance Lead",null,"Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Review and Approve expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.020 - Review and Approve expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.020.030","If the expense is incorrectly entered, set the status to “Rejected”",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.020.030 - If the expense is incorrectly entered, set the status to “Rejected”"},"If the information in step 04.050.020.010 is incorrect, set the status of the expense to \"Rejected\"\nLeave a note in Projector as to why the expense was rejected\nThe employee will receive an automated email from Projector telling them the expense was rejected and why","Finance Lead",null,"Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.030.010","On Friday mornings, go to AmEx - \"Statements and Activity\"",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.030.010 - On Friday mornings, go to AmEx - \"Statements and Activity\""},"Every Friday morning, review AmEx expenses","Finance Lead",null,"AmEx","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.030.020","Download the .csv of expenses over the last month in the \"Previous Billing Periods\" side tab",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.030.020 - Download the .csv of expenses over the last month in the \"Previous Billing Periods\" side tab"},"Go to “Statements and Activity” top tab\nGo to “Previous Billing Periods” side tab and select the correct billing period\nUse the icon at the top right of the page called \"recent transaction\" and click .csv in the popup","Finance Lead",null,"AmEx","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.030.030","Upload the .csv in the Operations Testing Area and replace over the file “activity.csv”",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.030.030 - Upload the .csv in the Operations Testing Area and replace over the file “activity.csv”"},"Documents – General – Supporting Documents – Power Automate – Amex Expenses","Finance Lead",null,"Teams","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.030.040","Open the AmEx Tracking.xlsx ",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.030.040 - Open the AmEx Tracking.xlsx "},"Open the AmEx Tracking.xlsx in the Operations Testing Area\nRefresh the data by clicking \"Data\" in the top ribbon and clicking \"Refresh All\"","Finance Lead",null,"AmEx Tracking.xlsx","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"AmEx Tracking.xlsx"]
[null,null,"04.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.030.050","Delete mobile expenses",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.030.050 - Delete mobile expenses"},"In the Amex Tracking.xlsx, identify and delete any rows on the Amex Activity tab that have \"Mobile Payment\" in the description","Engagement Manager","Project Manager","AmEx Tracking.xlsx","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.030.060","On the Expense Mapping tab, press the link to the Power Automate tool",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.030.060 - On the Expense Mapping tab, press the link to the Power Automate tool"},"Open the Power Automate tool from the AmEx Tracking.xlsx\nClose the AmEx Tracking.xlsx once the Power Automate tool is open.  ","Finance Lead",null,"Power Automate Tool","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"AmEx Tracking.xlsx"]
[null,null,"04.050.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.030 - Compare AmEx Expenses with Projector"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.030.070","Click “Run” in the Power Automate tool",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.030.070 - Click “Run” in the Power Automate tool"},"Use the Power Automate Tool to check if AmEx expenses are in Projector","Finance Lead",null,"Power Automate Tool","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Follow Up on Unlogged Expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.040 - Follow Up on Unlogged Expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.040.010","Employees receive automated email for missing expenses",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.040.010 - Employees receive automated email for missing expenses"},"Employees with missing expenses will receive an automatic email telling them to enter their expenses into Projector","Employee",null,"Outlook","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Follow Up on Unlogged Expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.040 - Follow Up on Unlogged Expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.040.020","Anyone receiving an automated email needs to enter in missing expenses",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.040.020 - Anyone receiving an automated email needs to enter in missing expenses"},"Go back to step 04.050.010.020 to enter in missing expenses","Employee",null,"Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Follow Up on Unlogged Expenses"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.040 - Follow Up on Unlogged Expenses"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.040.030","Go back to workflow 04.050.020 until there are no missing expenses",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.040.030 - Go back to workflow 04.050.020 until there are no missing expenses"},"Repeat workflow 04.050.020 until all missing expenses have been logged","Finance Lead","Employee","Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.050.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.050 - Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.050.010","On the last day of the month, open AmEx expenses for the month and Projector expenses for the month",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.050.010 - On the last day of the month, open AmEx expenses for the month and Projector expenses for the month"},"On the last day of the month, open AmEx and go to Projector Cost Card Search","Finance Lead",null,"AmEx","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"Projector PSA"]
[null,null,"04.050.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.050 - Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.050.020","Do a side-by-side comparison to make sure all expenses are entered",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.050.020 - Do a side-by-side comparison to make sure all expenses are entered"},"Compare Projector logged expenses to AmEx expenses","Finance Lead",null,"AmEx","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"Projector PSA"]
[null,null,"04.050.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.050 - Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.050.030","If there are any missing expenses, the Finance Lead will follow up on missing expenses",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.050.030 - If there are any missing expenses, the Finance Lead will follow up on missing expenses"},"Follow up with employees on missing expenses and tell them to log their expenses in Projector","Finance Lead","Employee","AmEx","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"},"Projector PSA"]
[null,null,"04.050.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.050.050 - Confirm all AmEx Expenses are in Projector "},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.050 - Manage AmEx"},"04.050.050.040","Mark Payment Workflow Status in  Projector for AmEx expenses as “Paid”",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.050.050.040 - Mark Payment Workflow Status in  Projector for AmEx expenses as “Paid”"},"Mark the Payment Workflow Status to \"Paid\" for all AmEx expenses for the month\nAll AmEx expenses should be approved","Finance Lead",null,"Projector PSA","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.010",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Check for deposits"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.010 - Check for deposits"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.010.010","Weekly, check the bank account for deposits",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.010.010 - Weekly, check the bank account for deposits"},"At least once per week, open bank account to look for recent deposits.","Finance Lead",null,"Bank account","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.020 - Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.020.010","Search for \"Issued\" invoices in the Invoice Pipeline Dashboard",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.020.010 - Search for \"Issued\" invoices in the Invoice Pipeline Dashboard"},"Go to the Invoice Pipeline Dashboard and filter for “Issued” status.","Finance Lead","Engagement Manager","PowerBI Invoice Pipeline Dashboard","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.020 - Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.020.020","Compare to find related invoices in the dashboard",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.020.020 - Compare to find related invoices in the dashboard"},"Determine what correlating invoice goes with the received deposit.","Finance Lead","Engagement Manager","PowerBI Invoice Pipeline Dashboard","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.020 - Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.020.030","Check for payment toward multiple invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.020.030 - Check for payment toward multiple invoices"},"If there isn't a correlating invoice for the exact amount of the payment then look at issued invoices for that client and determine if the payment should be applied to multiple invoices by adding up the multiple invoice amounts to equal the total payment","Finance Lead","Engagement Manager","PowerBI Invoice Pipeline Dashboard",null,{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.020",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.020 - Correlate deposits with invoices"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.020.040","Mark invoice as paid",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.020.040 - Mark invoice as paid"},"Click on the invoice number link to open the invoice in Projector for each identified invoice.  Click “Manage -> Mark as paid”.","Finance Lead","Engagement Manager","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.030",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Correlate invoices with projects"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.030 - Correlate invoices with projects"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.030.010","Correlate invoices with projects in Projector",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.030.010 - Correlate invoices with projects in Projector"},"Open the Invoice Summary page to see what projects and fees are associated with the impacted invoices.  The purpose is to identify which projects should be updated with cash in the cashflow xls.  Note the amounts to be typed into the cashflow spreadsheet.","Finance Lead","Engagement Manager","Projector","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.040",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Sync Cashflow Spreadsheet"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.040 - Sync Cashflow Spreadsheet"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.040.010","Allocate payments to projects in the Cashflow Spreadsheet",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.040.010 - Allocate payments to projects in the Cashflow Spreadsheet"},"Open Cashflow Spreadsheet. Allocate payments to the projects associated with the invoices on the 'Cashflow Details' tab. Overwrite (or delete) the estimated payment from cashflow sheet.","Finance Lead",null,"Cashflow Spreadsheet","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.050",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Identify payments unassociated with an invoice"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.050 - Identify payments unassociated with an invoice"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.050.010","Find deposits that do not match up to an invoice and record in Cashflow Spreadsheet",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.050.010 - Find deposits that do not match up to an invoice and record in Cashflow Spreadsheet"},"Identify any payments not associated with the invoices by comparing invoices to bank deposits (this could be something like a refund). Enter payment into Cashflow Spreadsheet on date payment received at the 'Cashflow Details' tab.\n","Finance Lead",null,"Cashflow Spreadsheet","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Manage overdue payments"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.060 - Manage overdue payments"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.060.010","Weekly, search for Issued invoices that are overdue in Invoice Pipeline Dashboard",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.060.010 - Weekly, search for Issued invoices that are overdue in Invoice Pipeline Dashboard"},"At least once per week, go to the Invoice Pipeline Dashboard and filter for “Issued” status.","Finance Lead","Engagement Manager","PowerBI Invoice Pipeline Dashboard","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Manage overdue payments"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.060 - Manage overdue payments"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.060.020","Communicate with engagement manager for overdue invoices",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.060.020 - Communicate with engagement manager for overdue invoices"},"If issued invoices are overdue, communicate with engagement manager. Engagement manager reaches out to client to let them know.\n","Finance Lead","Engagement Manager","PowerBI Invoice Pipeline Dashboard","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]
[null,null,"04.060.060",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlow],\"WorkFlow not found\",0,1))","v":"Manage overdue payments"},{"$f":"_xlfn.XLOOKUP(VALUE(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",1,0,0)),tblArea[AreaNo],tblArea[AreaNoAndName],\"Area not found\",0,1)","v":"04.0 - Control Finance"},{"$f":"tblStep[[#This Row],[WorkFlowNo]]& \" - \" &tblStep[[#This Row],[WorkFlow]]","v":"04.060.060 - Manage overdue payments"},{"$f":"_xlfn.XLOOKUP(_xlfn.TEXTBEFORE(tblStep[[#This Row],[WorkFlowNo]],\".\",2,0,0),tblProcess[ProcessNo],tblProcess[ProcessNoAndName],\"Process not found\",0,1)","v":"04.060 - Close monthly books"},"04.060.060.030","Resolve overdue payments",{"$f":"tblStep[[#This Row],[StepNo]]& \" - \" &tblStep[[#This Row],[Step]]","v":"04.060.060.030 - Resolve overdue payments"},"Check bank account daily for overdue payments. When payment is received, move to workflow 04.060.030 \"Correlate invoices with projects\".","Finance Lead","Engagement Manager","Bank account","Started",{"$f":"IF(tblStep[[#This Row],[WorkFlowNo]]=\"\",\"\",_xlfn.XLOOKUP(tblStep[[#This Row],[WorkFlowNo]],tblWorkFlow[WorkFlowNo],tblWorkFlow[WorkFlowOwner],\"WorkFlow not found\",0,1))","v":"Justin McDonald"}]

{"sheet":"DecompReport","index":10,"n_rows":1004,"n_cols":5,"rows_kept":1004}
[]
[]
[null,"Process Decomposition"]
[]
[null,{"$f":"ProcssDecomp()","v":"Process No"},"Title","Owner","Status"]
[null,"01.0","Build Market Momentum","TBD","Pending"]
[null,"02.0","Run Engagements","Larry Grant","Complete"]
[null,"02.010","Pursue prospect","Larry Grant","Complete"]
[null,"02.010.010","Verify client data","Justin McDonald","Started"]
[null,"02.010.010.010","Ensure client company is in prospect XLS","Justin McDonald","Started"]
[null,"02.010.010.020","Ensure client name is in the prospect XLS","Justin McDonald","Started"]
[null,"02.010.020","Capture prospect information","Larry Grant","Started"]
[null,"02.010.020.010","Describe opportunity","Larry Grant","Started"]
[null,"02.010.030","Track and manage pursuit actions","Larry Grant","Started"]
[null,"02.010.030.010","Pre-leadership sync preparation","Larry Grant","Complete"]
[null,"02.010.040","Promote prospect to opportunity","Larry Grant","Started"]
[null,"02.010.040.010","Follow workflow 02.020.010","Larry Grant",0]
[null,"02.010.050","Close prospect","Larry Grant","Started"]
[null,"02.010.050.010","Discontinue prospect pursuit","Larry Grant","Started"]
[null,"02.020","Develop opportunity","Larry Grant","Complete"]
[null,"02.020.010","Create an opportunity","Larry Grant","Started"]
[null,"02.020.010.010","Ensure client company is entered in Projector PSA","Larry Grant","Complete"]
[null,"02.020.010.020","Identify whether the project is Fixed Price, T&M, or Retainer","Larry Grant","Started"]
[null,"02.020.010.030","Enter new fixed price engagement using Engagement wizard","Larry Grant","Complete"]
[null,"02.020.010.040","Enter new T&M engagement using Engagement wizard","Larry Grant","Started"]
[null,"02.020.010.050","Enter new retainer engagement using Engagement wizard ","Larry Grant","Started"]
[null,"02.020.010.060","Add extension to an existing engagement","Larry Grant","Complete"]
[null,"02.020.010.070","Create retainer overage project","Larry Grant",0]
[null,"02.020.010.080","Complete opportunity Project Information","Larry Grant","Started"]
[null,"02.020.020","Track and manage opportunity actions","Larry Grant","Started"]
[null,"02.020.020.010","Enter dates, people, and actions","Larry Grant","Complete"]
[null,"02.020.030","Close opportunity","Larry Grant","Started"]
[null,"02.020.030.010","Close opportunity","Larry Grant",0]
[null,"02.030","Bid project","Larry Grant","Complete"]
[null,"02.030.010","Establish contract work area","Larry Grant","Started"]
[null,"02.030.010.010","Set-up engagement folder for a new Engagement","Larry Grant","Pending"]
[null,"02.030.010.020","Set-up contract folder for the new project","Larry Grant","Complete"]
[null,"02.030.020","Develop estimate","Larry Grant","Started"]
[null,"02.030.020.010","Build the estimate","Larry Grant","Complete"]
[null,"02.030.030","Create and send proposal","Larry Grant","Started"]
[null,"02.030.030.010","Create proposal","Larry Grant","Complete"]
[null,"02.030.030.020","Review and approve estimate and proposal","Larry Grant","Complete"]
[null,"02.030.030.030","Create and send transmittal email","Larry Grant","Complete"]
[null,"02.030.040","Update engagement details","Larry Grant","Started"]
[null,"02.030.040.010","Enter roles into Projector PSA","Larry Grant",0]
[null,"02.030.040.020","Enter milestones (no achievement date)","Larry Grant",0]
[null,"02.030.040.030","Enter milestones (only for retainer projects)","Larry Grant",0]
[null,"02.030.040.040","Create retainer overage project","Larry Grant",0]
[null,"02.030.040.050","Audit engagement, contract line item and project information","Larry Grant",0]
[null,"02.030.050","Create and send SOW","Larry Grant","Started"]
[null,"02.030.050.010","Draft and send SOW","Larry Grant",0]
[null,"02.030.050.020","Audit and update engagement, contract line item and project details","Larry Grant",0]
[null,"02.030.060","Verify MSA","Larry Grant","Started"]
[null,"02.030.060.010","Ensure MSA and is signed and filed","Larry Grant",0]
[null,"02.030.070","Close bid","Larry Grant","Started"]
[null,"02.030.070.010","Discontinue bid pursuit","Larry Grant",0]
[null,"02.040","Activate the engagement","Justin McDonald","Complete"]
[null,"02.040.010","File signed SOW","Larry Grant","Complete"]
[null,"02.040.010.010","Copy the signed SOW into the appropriate project folder","Larry Grant",0]
[null,"02.040.020","Update project status to active","Larry Grant","Complete"]
[null,"02.040.020.010","Update project stage to Active Signed or Active Unsigned","Larry Grant",0]
[null,"02.040.020.020","Confirm project start and end dates","Larry Grant",0]
[null,"02.040.030","Finalize staffing","Larry Grant","Complete"]
[null,"02.040.030.010","Confirm roles and assignments","Larry Grant",0]
[null,"02.040.030.020","Confirm dates","Larry Grant",0]
[null,"02.040.030.030","Verify hours","Larry Grant",0]
[null,"02.040.040","Verify Milestones and Milestone Status","Larry Grant","Complete"]
[null,"02.040.040.010","Compare the milestones to the .xls estimate, verifying dates and amounts","Larry Grant",0]
[null,"02.040.040.020","Compare the milestones to the signed SOW","Larry Grant",0]
[null,"02.040.040.030","For fixed price or retainer engagements set the Milestone Status to Achieved","Larry Grant",0]
[null,"02.040.040.040","For time and materials engagements, set the Milestone Status to Pending","Larry Grant",0]
[null,"02.040.050","Audit the engagement and project","Larry Grant","Complete"]
[null,"02.040.050.010","Using the checklist, verify the engagement information, the contract line information, and project information","Larry Grant",0]
[null,"02.040.050.020","Confirm the SOW billing dates and amount against Projector","Larry Grant",0]
[null,"02.040.050.030","Verify all items are filed in the proper project folder","Larry Grant",0]
[null,"02.050","Lead engagement","Larry Grant","Complete"]
[null,"02.050.010","Establish a working infrastructure","Larry Grant","Started"]
[null,"02.050.010.010","Establish a workspace","Larry Grant",0]
[null,"02.050.010.020","Verify licenses","Larry Grant",0]
[null,"02.050.010.030","Grant permissions","Larry Grant",0]
[null,"02.050.020","Engage and lead the team","Larry Grant","Started"]
[null,"02.050.020.010","Create kickoff materials","Larry Grant",0]
[null,"02.050.020.020","Conduct kickoff meeting","Larry Grant",0]
[null,"02.050.020.030","Establish a regular sync","Larry Grant",0]
[null,"02.050.020.040","Manage performance","Larry Grant",0]
[null,"02.050.020.050","Manage careers","Larry Grant",0]
[null,"02.050.030","Plan, execute, and track progress","Larry Grant","Started"]
[null,"02.050.030.010","Refine and extend the proposal project plan","Larry Grant",0]
[null,"02.050.030.020","Document deliverables, dates, and responsibilities","Larry Grant",0]
[null,"02.050.030.030","Establish tracking mechanisms","Larry Grant",0]
[null,"02.050.030.040","Establish reporting mechanisms and cadence","Larry Grant",0]
[null,"02.050.030.050","Ensure high quality deliverables","Larry Grant",0]
[null,"02.050.030.060","Manage, track, and report progress","Larry Grant",0]
[null,"02.050.040","Manage client relationships","Larry Grant","Started"]
[null,"02.050.040.010","Understand the goals of the client personally and professionally","Larry Grant",0]
[null,"02.050.040.020","Understand the objectives for the client organization","Larry Grant",0]
[null,"02.050.040.030","Establish regular client communication","Larry Grant",0]
[null,"02.050.050","Manage budget","Larry Grant","Started"]
[null,"02.060","Complete engagement","Larry Grant","Complete"]
[null,"02.060.010","Archive final deliverables at project end + 0 ","Larry Grant","Started"]
[null,"02.060.010.010","Create final deliverables archive folder","Larry Grant",0]
[null,"02.060.010.020","Copy deliverables to the archive folder","Larry Grant",0]
[null,"02.060.010.030","Audit the list of deliverables in the SOW against objects in the archive folder","Larry Grant",0]
[null,"02.060.020","Evaluate the engagement at project end + up to 30 days","Larry Grant","Started"]
[null,"02.060.020.010","Create a fact base as a foundation for the conversation (margin, start, end, key deliverables)","Larry Grant",0]
[null,"02.060.020.020","Create a suggested set of findings and recommendations","Larry Grant",0]
[null,"02.060.020.030","Conduct a post-engagement team meeting","Larry Grant",0]
[null,"02.060.020.040","Publish final engagement findings to Engagement Manager and LT","Larry Grant",0]
[null,"02.060.030","Evaluate deliverables for IP repository retention at project end + 7","Larry Grant","Started"]
[null,"02.060.030.010","Create a recommendation regarding IP to be retained","Larry Grant",0]
[null,"02.060.030.020","Conduct a review to either retain IP or not","Larry Grant",0]
[null,"02.060.030.030","Sanitize IP and remove sensitive information","Larry Grant",0]
[null,"02.060.030.040","Create a “read me” guide that tells people what to do with the IP","Larry Grant",0]
[null,"02.060.030.050","Place IP into the IP repository","Larry Grant",0]
[null,"02.060.040","Collect client feedback and suggestions at project end + up to 30 days","Larry Grant","Started"]
[null,"02.060.040.010","Within 30 days set up client meeting","Larry Grant",0]
[null,"02.060.040.020","Conduct client discussions","Larry Grant",0]
[null,"02.060.040.030","Provide feedback to the broader team","Larry Grant",0]
[null,"02.060.050","Evaluate staff performance at project end + up to 30 days","Larry Grant","Started"]
[null,"02.060.050.010","Fill out the template for each staffer based on managerial experience","Larry Grant",0]
[null,"02.060.050.020","Complete a 1:1 with each staff member","Larry Grant",0]
[null,"02.060.050.030","Provide feedback from 1:1 to staff members","Larry Grant",0]
[null,"02.060.060","Change the Project Stage to Closed after the final invoice at project end + up to 30 days","Larry Grant","Started"]
[null,"02.060.060.010","Navigate to the correct contract line item and ensure the final invoice has been submitted","Larry Grant",0]
[null,"02.060.060.020","Navigate to the correct project and change the Stage to Closed","Larry Grant",0]
[null,"02.060.060.030","For retainer projects navigate related overage project and change the stage to close","Larry Grant",0]
[null,"02.060.060.040","Navigate to the engagement and close once completed","Larry Grant",0]
[null,"02.060.070","Compare estimated and actual margin at project end + up to 30 days","Larry Grant","Started"]
[null,"02.060.070.010","Ensure all expenses associated with the project have been accrued to the project properly","Larry Grant",0]
[null,"02.060.070.020","Compare the job margin dashboard to the estimated job margin","Larry Grant",0]
[null,"02.060.070.030","Verify sales and margin percentages are noted appropriately","Larry Grant",0]
[null,"02.060.080","Audit and confirm expenses","Larry Grant","Started"]
[null,"02.070","Cancel an engagement","Larry Grant","Complete"]
[null,"02.070.010","Cancel opportunity in Projector","Larry Grant","Started"]
[null,"02.070.010.010","Ensure the relevant project in the engagement is set to Canceled","Larry Grant",0]
[null,"02.070.010.020","Navigate to the engagement and close","Larry Grant",0]
[null,"02.070.020","Audit contract folder to ensure all items are archived","Larry Grant","Started"]
[null,"02.070.020.010","Ensure all project materials have been copied to the engagement folder in Teams","Larry Grant",0]
[null,"02.080","Put an engagement on hold","Larry Grant","Complete"]
[null,"02.080.010","Put engagement on hold in Projector","Larry Grant","Started"]
[null,"02.080.010.010","Ensure the relevant project in the engagement is set to “On Hold”","Larry Grant",0]
[null,"02.080.010.020","Navigate to the engagement and close","Larry Grant",0]
[null,"02.080.020","Audit contract folder to ensure all items are archived","Larry Grant","Started"]
[null,"02.080.020.010","Ensure all project materials have been copied to the engagement folder in Teams","Larry Grant",0]
[null,"02.090","Respond to engagement loss","Larry Grant","Complete"]
[null,"02.090.010","Set Projector status to Lost","Larry Grant","Started"]
[null,"02.090.010.010","Ensure the relevant project in the engagement is set to Lost","Larry Grant",0]
[null,"02.090.010.020","Navigate to the engagement and close","Larry Grant",0]
[null,"02.090.020","Audit contract folder to ensure all items are archived","Larry Grant","Started"]
[null,"02.090.020.010","Ensure all project materials have been copied to the engagement folder in Teams","Larry Grant",0]
[null,"02.090.030","Capture feedback from the prospect/client","Larry Grant","Started"]
[null,"02.090.030.010","Set up call or communication","Larry Grant",0]
[null,"02.090.030.020","Capture reasons for loss","Larry Grant",0]
[null,"02.090.030.030","Fill out lost project template","Larry Grant",0]
[null,"02.100","Audit and correct engagement data","Claire Robinson","Complete"]
[null,"02.100.010","Verify no project under the engagement produces an error within DblCheck","Larry Grant","Started"]
[null,"02.100.010.010","Verify client information","Larry Grant",0]
[null,"02.100.010.020","Verify invoice information","Larry Grant",0]
[null,"02.100.010.030","Verify project information","Larry Grant",0]
[null,"02.100.010.040","Verify margin information","Larry Grant",0]
[null,"02.100.010.050","Verify milestone information","Larry Grant",0]
[null,"02.100.010.060","Verify purchase order information","Larry Grant",0]
[null,"02.100.010.070","Verify revenue recognition information","Larry Grant",0]
[null,"02.100.010.080","Verify commissions information","Larry Grant",0]
[null,"02.100.020","Audit Projector details","Larry Grant","Started"]
[null,"02.100.020.010","Check milestones and invoice amounts","Larry Grant","Pending"]
[null,"02.100.020.020","Verify staffing","Larry Grant",0]
[null,"02.100.020.030","Verify bonus and commission allocations","Larry Grant",0]
[null,"02.100.020.040","Verify total contract amount","Larry Grant",0]
[null,"02.100.020.050","Verify contract type","Larry Grant",0]
[null,"02.100.020.060","Repeat process until no errors","Larry Grant",0]
[null,"02.100.030","Gather and audit expenses","Larry Grant","Started"]
[null,"02.100.030.010","Ensure expenses are submitted by team members","Larry Grant",0]
[null,"02.100.030.020","Verify that expenses are properly filed","Larry Grant",0]
[null,"03.0","Support and Manage People","John Searle","Pending"]
[null,"04.0","Control Finance","Justin McDonald","Started"]
[null,"04.010","Run payroll","Justin McDonald","Complete"]
[null,"04.010.010","Schedule Payroll meeting","Justin McDonald","Started"]
[null,"04.010.010.010","Schedule meeting with Accountant two or more days prior to paycheck dates ","Justin McDonald","Started"]
[null,"04.010.020","Determine reimbursements","Justin McDonald","Started"]
[null,"04.010.020.010","Run Bi-monthly Personal Expense Report in Projector","Justin McDonald","Started"]
[null,"04.010.020.020","Filter on Submitted Date Field in the report by Paycheck Pay Period ","Justin McDonald","Started"]
[null,"04.010.020.030","Filter Company Paid in the report to “No”","Justin McDonald","Started"]
[null,"04.010.020.040","Create pivot table by employee","Justin McDonald","Started"]
[null,"04.010.020.050","Confirm reimbursement amounts with the respective employees","Justin McDonald","Started"]
[null,"04.010.030","Determine advancements and deductions","Justin McDonald","Started"]
[null,"04.010.030.010","Compare AmEx expenses to Projector Cost Card search","Justin McDonald","Started"]
[null,"04.010.030.020","Reach out to employees that have AmEx expenses that do not show up in Projector","Justin McDonald","Started"]
[null,"04.010.030.030","Determine if they were personal expenses applied to the wrong card","Justin McDonald","Started"]
[null,"04.010.040","Determine bonus payments","Justin McDonald","Started"]
[null,"04.010.040.010","Identify bonus payments using the Bonus Spreadsheet","Justin McDonald","Started"]
[null,"04.010.040.020","Bonus payments will differ by date","Justin McDonald","Started"]
[null,"04.010.050","Make Payroll corrections and additions","Justin McDonald","Started"]
[null,"04.010.050.010","Review employee eligibility for 401K, insurance, and HSA ","Justin McDonald","Started"]
[null,"04.010.050.020","Make Payroll corrections and additions with the guidance and oversight of Accountant","Justin McDonald","Started"]
[null,"04.010.060","Run Payroll","Justin McDonald","Started"]
[null,"04.010.060.010","Initiate ADP Payroll","Justin McDonald","Started"]
[null,"04.010.060.020","Add reimbursements as necessary","Justin McDonald","Started"]
[null,"04.010.060.030","Add deductions as necessary","Justin McDonald","Started"]
[null,"04.010.060.040","Add Payroll corrections as necessary","Justin McDonald","Started"]
[null,"04.010.060.050","Confirm salary, reimbursements, and deductions with Accountant","Justin McDonald","Started"]
[null,"04.010.060.060","Submit Payroll for payment","Justin McDonald","Started"]
[null,"04.010.060.070","Mark reimbursements as paid in Projector","Justin McDonald","Started"]
[null,"04.010.070","Complete 401K contributions","Justin McDonald","Started"]
[null,"04.010.070.010","Run detailed Payroll report in ADP","Justin McDonald","Started"]
[null,"04.010.070.020","Set up 401K system for payment","Justin McDonald","Started"]
[null,"04.010.070.030","Confirm 401K contributions with ADP report","Justin McDonald","Started"]
[null,"04.010.070.040","Submit 401K contributions","Justin McDonald","Started"]
[null,"04.010.070.050","Add funding amount to match what you need to fund","Justin McDonald","Started"]
[null,"04.010.080","Complete HSA contributions","Justin McDonald","Started"]
[null,"04.010.080.010","Set up HSA system for payment","Justin McDonald","Started"]
[null,"04.010.080.020","Confirm HSA payment amounts with 2023 Compensation Record ","Justin McDonald","Started"]
[null,"04.010.080.030","Submit HSA contributions","Justin McDonald","Started"]
[null,"04.020","Send invoices","Justin McDonald","Complete"]
[null,"04.020.010","Schedule time to run invoices","Justin McDonald","Started"]
[null,"04.020.010.010","Set up a meeting series with Larry and finance lead on the last workday of the month to process invoices","Justin McDonald","Started"]
[null,"04.020.010.020","Schedule a meeting with Larry and finance lead to process prime contractor invoices","Justin McDonald","Started"]
[null,"04.020.020","Prepare projects to be invoiced","Justin McDonald","Started"]
[null,"04.020.020.010","Invoices Note","Justin McDonald","Started"]
[null,"04.020.020.020","Transfer retainer overages","Justin McDonald","Started"]
[null,"04.020.020.030","Delete milestone placeholders associated with T&M projects​","Justin McDonald","Started"]
[null,"04.020.030","Create draft invoices","Justin McDonald","Started"]
[null,"04.020.030.010","Search for invoices to issue in Projector invoice tab","Justin McDonald","Started"]
[null,"04.020.030.020","Search for invoices to issue in Projector invoice tab","Justin McDonald","Started"]
[null,"04.020.030.030","Determine which invoices you want to create","Justin McDonald","Started"]
[null,"04.020.030.040","Confirm milestone amounts for the invoices you want to create​","Justin McDonald","Started"]
[null,"04.020.030.050","Confirm timecard accuracy","Justin McDonald","Started"]
[null,"04.020.030.060","Confirm check boxes and create invoices","Justin McDonald","Started"]
[null,"04.020.040","Finalize invoices","Justin McDonald","Started"]
[null,"04.020.040.010","Complete accurate setup of invoice","Larry Grant","Started"]
[null,"04.020.040.020","Download and review draft invoices","Justin McDonald","Started"]
[null,"04.020.040.030","Issue and download final invoices","Justin McDonald","Started"]
[null,"04.020.040.040","For invoices that contain T&M projects, update the invoice template to A200","Justin McDonald","Started"]
[null,"04.020.050","Send invoices to clients","Justin McDonald","Started"]
[null,"04.020.050.010","Email final invoices","Justin McDonald","Started"]
[null,"04.020.050.020","Email final invoices","Justin McDonald","Started"]
[null,"04.020.050.030","Submit final invoices if client utilizes a payment portal","Justin McDonald","Started"]
[null,"04.020.050.040","Email final invoices","Justin McDonald","Started"]
[null,"04.020.060","Recognize revenue from contract line items","Justin McDonald","Started"]
[null,"04.020.060.010","Invoices Note","Justin McDonald","Started"]
[null,"04.020.060.020","Locate the relevant contract line item and set date as last day of the month for fixed price and retainer","Justin McDonald","Started"]
[null,"04.020.060.030","Run revenue recognition using last billed milestone","Justin McDonald","Started"]
[null,"04.020.060.040","Recognize revenue from contract line items","Justin McDonald","Started"]
[null,"04.030","Manage incoming payments","Justin McDonald","Complete"]
[null,"04.040","Pay invoices","Justin McDonald","Pending"]
[null,"04.050","Manage AmEx","Justin McDonald","Complete"]
[null,"04.050.010","Enter Expenses into Projector","Justin McDonald","Started"]
[null,"04.050.010.010","Use the AmEx card for work-related expenses","Justin McDonald","Started"]
[null,"04.050.010.020","Enter the expense into Projector","Justin McDonald","Started"]
[null,"04.050.020","Review and Approve expenses","Justin McDonald","Started"]
[null,"04.050.020.010","Review expenses in Projector","Justin McDonald","Started"]
[null,"04.050.020.020","If the expense is correctly entered, set the status to “Approved”","Justin McDonald","Started"]
[null,"04.050.020.030","If the expense is incorrectly entered, set the status to “Rejected”","Justin McDonald","Started"]
[null,"04.050.030","Compare AmEx Expenses with Projector","Justin McDonald","Started"]
[null,"04.050.030.010","On Friday mornings, go to AmEx - \"Statements and Activity\"","Justin McDonald","Started"]
[null,"04.050.030.020","Download the .csv of expenses over the last month in the \"Previous Billing Periods\" side tab","Justin McDonald","Started"]
[null,"04.050.030.030","Upload the .csv in the Operations Testing Area and replace over the file “activity.csv”","Justin McDonald","Started"]
[null,"04.050.030.040","Open the AmEx Tracking.xlsx ","Justin McDonald","Started"]
[null,"04.050.030.050","Delete mobile expenses","Justin McDonald","Started"]
[null,"04.050.030.060","On the Expense Mapping tab, press the link to the Power Automate tool","Justin McDonald","Started"]
[null,"04.050.030.070","Click “Run” in the Power Automate tool","Justin McDonald","Started"]
[null,"04.050.040","Follow Up on Unlogged Expenses","Justin McDonald","Started"]
[null,"04.050.040.010","Employees receive automated email for missing expenses","Justin McDonald","Started"]
[null,"04.050.040.020","Anyone receiving an automated email needs to enter in missing expenses","Justin McDonald","Started"]
[null,"04.050.040.030","Go back to workflow 04.050.020 until there are no missing expenses","Justin McDonald","Started"]
[null,"04.050.050","Confirm all AmEx Expenses are in Projector ","Justin McDonald","Started"]
[null,"04.050.050.010","On the last day of the month, open AmEx expenses for the month and Projector expenses for the month","Justin McDonald","Started"]
[null,"04.050.050.020","Do a side-by-side comparison to make sure all expenses are entered","Justin McDonald","Started"]
[null,"04.050.050.030","If there are any missing expenses, the Finance Lead will follow up on missing expenses","Justin McDonald","Started"]
[null,"04.050.050.040","Mark Payment Workflow Status in  Projector for AmEx expenses as “Paid”","Justin McDonald","Started"]
[null,"04.060","Close monthly books","Justin McDonald","Pending"]
[null,"04.060.010","Check for deposits","Justin McDonald","Started"]
[null,"04.060.010.010","Weekly, check the bank account for deposits","Justin McDonald","Started"]
[null,"04.060.020","Correlate deposits with invoices","Justin McDonald","Started"]
[null,"04.060.020.010","Search for \"Issued\" invoices in the Invoice Pipeline Dashboard","Justin McDonald","Started"]
[null,"04.060.020.020","Compare to find related invoices in the dashboard","Justin McDonald","Started"]
[null,"04.060.020.030","Check for payment toward multiple invoices","Justin McDonald",0]
[null,"04.060.020.040","Mark invoice as paid","Justin McDonald","Started"]
[null,"04.060.030","Correlate invoices with projects","Justin McDonald","Started"]
[null,"04.060.030.010","Correlate invoices with projects in Projector","Justin McDonald","Started"]
[null,"04.060.040","Sync Cashflow Spreadsheet","Justin McDonald","Started"]
[null,"04.060.040.010","Allocate payments to projects in the Cashflow Spreadsheet","Justin McDonald","Started"]
[null,"04.060.050","Identify payments unassociated with an invoice","Justin McDonald","Started"]
[null,"04.060.050.010","Find deposits that do not match up to an invoice and record in Cashflow Spreadsheet","Justin McDonald","Started"]
[null,"04.060.060","Manage overdue payments","Justin McDonald","Started"]
[null,"04.060.060.010","Weekly, search for Issued invoices that are overdue in Invoice Pipeline Dashboard","Justin McDonald","Started"]
[null,"04.060.060.020","Communicate with engagement manager for overdue invoices","Justin McDonald","Started"]
[null,"04.060.060.030","Resolve overdue payments","Justin McDonald","Started"]
[null,"05.0","Deliver Technology","Claire Robinson","Pending"]
[null,"06.0","Curate Intellectual Property","John Searle","Pending"]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]
[null,0,0,0,0]

{"sheet":"ImprovementIdea","index":11,"n_rows":11,"n_cols":9,"rows_kept":11}
[]
[]
[]
[null,null,{"$f":"tablename(tblImprovement[ImprovementId])","v":"tblImprovement"}]
[null,null,"ImprovementId","Improvement","Description","Impacted Process, WorkFlow, Steps","Submitted By","Notes","Status"]
[null,null,{"v":1,"d":"IM0001"},"Create SOW checklist for Amaxra","A checklist that has the specific requirements for filling out an Amaxra SOW","02.030.050.010","John Rawls",null,"Pending"]
[null,null,{"v":2,"d":"IM0002"},"Create SOW checklist for Contentful","A checklist that has the specific requirements for filling out a Contentful SOW","02.030.050.010","John Rawls",null,"Pending"]
[null,null,{"v":3,"d":"IM0003"},"Create SOW checklist for Chelan PUD","A checklist that has the specific requirements for filling out a Chelan PUD SOW","02.030.050.010","John Rawls",null,"Pending"]
[null,null,{"v":4,"d":"IM0004"},"Create a checklist for auditing new engagements, end-to-end",null,"02.030.040.030","Larry Grant",null,"Pending"]
[null,null,{"v":5,"d":"IM0005"},"Create automated side-by-side comparison of AmEx charges to Projector","A Power Automate flow that checks and marks AmEx charges in Projector and highlights discrepancies","04.050.050.020","Jaakko Hintikka",null,"Pending"]
[null,null,{"v":6,"d":"IM0006"},"Create lost project template for responding to engagement loss","This will be a doc that would have a few entries for why an engagement was lost.","02.090.030.030","John Rawls",null,"Pending"]

{"sheet":"General Lookups","index":12,"n_rows":52,"n_cols":5,"rows_kept":52}
[]
[]
[null,null,{"$f":"tablename(C5)","v":"lkupStatus"}]
[null,null,"StatusId","Status"]
[null,null,{"v":1,"d":"ST0001"},"Pending"]
[null,null,{"v":2,"d":"ST0002"},"Started"]
[null,null,{"v":3,"d":"ST0003"},"Complete"]
[null,null,{"v":4,"d":"ST0004"},"On Hold"]
[null,null,{"v":5,"d":"ST0005"},"Cancelled"]
[]
[]
[null,null,{"$f":"tablename(C14)","v":"lkupHealth"}]
[null,null,"HealthId","Health","Description"]
[null,null,{"v":10,"d":"HL0010"},"Green","On Track"]
[null,null,{"v":20,"d":"HL0020"},"Yellow","Behind"]
[null,null,{"v":30,"d":"HL0030"},"Red","Blocked "]
[null,null,{"v":40,"d":"HL0040"},"Grey","No health to report"]
[]
[]
[null,null,{"$f":"tablename(C22)","v":"lkupItemType"}]
[null,null,"ItemTypeId","ItemType"]
[null,null,{"v":1,"d":"IL0001"},"Action Item"]
[null,null,{"v":2,"d":"IL0002"},"Risk"]
[null,null,{"v":3,"d":"IL0003"},"Issue"]
[null,null,{"v":4,"d":"IL0004"},"Decision"]
[]
[]
[null,null,{"$f":"tablename(C29)","v":"lkupFBStatus"}]
[null,null,"FBStatusId","Status"]
[null,null,{"v":1,"d":"FS0001"},"Pending"]
[null,null,{"v":2,"d":"FS0002"},"Applied"]
[null,null,{"v":3,"d":"FS0003"},"Not Applied"]
[]
[]
[null,null,{"$f":"tablename(C36)","v":"lkupOpenOnWorkSheet"}]
[null,null,"OpenOnWSId","OpenOnWorkSheetName","Description"]
[null,null,{"v":1,"d":"OW0001"},"Overview","Change OpenOnWorkSheetName to open on a specific tab"]
[]
[]
[null,null,{"$f":"tablename(C42)","v":"lkupRole"}]
[null,null,"RoleId","Role"]
[null,null,{"v":1,"d":"RL0001"},"Engagement Manager"]
[null,null,{"v":2,"d":"RL0002"},"Project Manager"]
[null,null,{"v":3,"d":"RL0003"},"Accountant"]
[null,null,{"v":4,"d":"RL0004"},"Finance Lead"]
[null,null,{"v":5,"d":"RL0005"},"Sales Lead"]
[]
[]
[null,null,{"$f":"tablename(C51)","v":"lkupTool"}]
[null,null,"ToolId","Tool","URL"]
[null,null,{"v":1,"d":"T0001"},"Prospecting XLS"]
[null,null,{"v":2,"d":"T0002"},"Projector PSA"]

{"sheet":"Macro Definitions","index":13,"n_rows":16,"n_cols":11,"rows_kept":16}
[]
[]
[]
[null,null,{"$f":"tablename(C6)","v":"lkupMacro"}]
[null,null,"MacroId","MacroName","MacroDescription","HitTabParameter","Parameter2","Parameter3","Parameter4","Parameter5","Notes"]
[null,null,{"v":1,"d":"MC0001"},"AddNext","AddNext calculates the next integer value and populates a cell with the value. If strAddLineYN is Y, the macro adds a row below the current row and populates the cell below the current cell. If strAddLineYN is N, the populates the current cell if blank. If AddLineYN is N and current cell is nonblank, then the macro does nothing. ","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","[field increment]\n\nInteger\n\nNumber to increase ID by.  Examples: 1, 10, 100","[AddLineYN]\n\nY or N\n\nInsert a line below the current row.\n\nY = Yes add row \nN = Add integer only if at the bottom of the table","NA","NA","Y will fail if there are tables on the same worksheet below the current table"]
[null,null,{"v":2,"d":"MC0002"},"PickPopup","PickPopup displays a  form with a set of choices from which the user may select. The current cell is updated with the [lookup table bound column]","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","[lookup table bound column]\n\nString that defines the bound column using the full table and column name\n\nExample: lkupMacro[MacroId]\n","[lookup table descriptive column]\n*** Optional ***\n\nString that defines the descriptive field to present\n\nExample: lkupMacro[MacroName]","[Popup Form Name]\n\nString that is used as the form title\n\nExample:  Pick Macro","[Sort by Column]\n\nInteger\n\n1=Column 1\n2=Column 2"]
[null,null,{"v":4,"d":"MC0004"},"SetToDate","Sets cell to a date. If no parameters are passed, it sets to today's date","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","[add to today]\n\nInteger\n\nAdds the number of days to the current date","[use work days]\n\nY or N\n\nY = Add work days\nN = Add days","NA","NA","Does not handle holidays"]
[null,null,{"v":5,"d":"MC0005"},"ClearFilters","For all tables on a sheet, clear the filters, and slicers.\n\nRepositions to the top of the worksheet","NA","NA","NA","NA","NA","To add this to a worksheet:\n\n1. Copy the \"Clear Filters\" button from any other worksheet.\n2. Add this code to the worksheet…\nSub CommandButton1_Click()\n    Call ButtonClearFilters\nEnd Sub"]
[null,null,{"v":6,"d":"MC0006"},"CopyCellAbove","Copies the cell above the current cell when on table row 2 or greater","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","NA","NA","NA","NA"]
[null,null,{"v":7,"d":"MC0007"},"SetToDefault","Sets cell to a default value","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","[default value]\n\nString\n\nExample:  Pending","NA","NA","NA"]
[null,null,{"v":8,"d":"MC0008"},"RotateLookupValue","Updates the current cell to the next lookup value. For example, when lkupYN is used, the first double click sets to Y, the second double click sets to N","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","[lookup table column]\n\nString that defines the lookup table and column to use\n\nExample: lkupYN[YN]","[Sort Ind]\n\nY=Sort\nN=No sort","NA","NA"]
[null,null,{"v":9,"d":"MC0009"},"ButtonFilter","Filters table on the worksheet based on passed parameters\n\nRepositions to the top of the worksheet","NA","NA","NA","NA","NA","To add this to a worksheet:\n\n1. Copy the \"Show Active\" button from any other worksheet.\n2. Add this code to the worksheet…\nSub CommandButton2_Click()\n    Call ButtonClearFilters (\"columnname\", \"filtervalue1\", \"optionalfiltervalue2\", \"optionalfiltervalue3\", \"optionalfiltervalue4\", optionalfiltervalue5\"\nEnd Sub"]
[null,null,{"v":10,"d":"MC0010"},"PickTable","Same as PickPopup macro, but only works on Macro Assignments. Spins through all worksheets can presents a list of table names","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","NA\n","NA","[Popup Form Name]\n\nString that is used as the form title\n\nExample:  Pick Table","[Sort by Column]\n\nInteger\n\n1=Column 1\n2=Column 2"]
[null,null,{"v":11,"d":"MC0011"},"PickColumn","Same as PickPopup macro, but only works on Macro Assignments. Presents a list of valid column names for the selected table","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","NA\n","NA","[Popup Form Name]\n\nString that is used as the form title\n\nExample:  Pick Column","[Sort by Column]\n\nInteger\n\n1=Column 1\n2=Column 2"]
[null,null,{"v":12,"d":"MC0012"},"AddNextSubProcess","AddNextSubProcess calculates the next subprocess value and populates the active cell with the value. If strAddLineYN is Y, the macro adds a row below the current row and populates the cell below the current cell. If strAddLineYN is N, the populates the current cell if blank. If AddLineYN is N and current cell is nonblank, then the macro does nothing. ","[hit tab]\n\nInteger\n\nNumber of tabs to tab after setting the cell value","[field increment]\n\nInteger\n\nNumber to increase ID by.  Examples: 1, 10, 100","NA","[Format]\n\n0 (zeros)\n\nNumber of digits to format next process. Examples: '00, '000, '0000","NA","Y will fail if there are tables on the same worksheet below the current table\n\nFormat (Parameter4) must be entered with a single quote (') ahead of the zeros"]

{"sheet":"Macro Assignments","index":14,"n_rows":73,"n_cols":13,"rows_kept":73}
[]
[]
[]
[]
[]
[{"$nulls":3},{"$f":"tablename(D8)","v":"lkupTableColumnMacro"}]
[{"$nulls":3},"TableColumnMacroId","TableName","ColumnName","MacroId","MacroName","HitTabParameter","Parameter2","Parameter3","Parameter4","Parameter5"]
[{"$nulls":3},{"v":1,"d":"TM0001"},"lkupMacro","MacroId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":2,"d":"TM0002"},"lkupTableColumnMacro","TableColumnMacroId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":3,"d":"TM0003"},"lkupStatus","StatusId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":4,"d":"TM0004"},"lkupHealth","HealthId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,10,"N","NA","NA"]
[{"$nulls":3},{"v":5,"d":"TM0005"},"lkupTableColumnMacro","MacroId",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},2,"lkupMacro[MacroId]","lkupMacro[MacroName]","Pick Macro",2]
[{"$nulls":3},{"v":6,"d":"TM0006"},"lkupVersionHistory","VersionHistoryId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":7,"d":"TM0007"},"lkupItemType","ItemTypeId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":8,"d":"TM0008"},"tblItem","ItemId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":9,"d":"TM0009"},"tblItem","ItemType",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupItemType[ItemType]","N","NA","NA"]
[{"$nulls":3},{"v":11,"d":"TM0011"},"tblItem","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":12,"d":"TM0012"},"tblItem","ResolutionDue",{"v":4,"d":"MC0004"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"SetToDate"},1,5,"Y","NA","NA"]
[{"$nulls":3},{"v":13,"d":"TM0013"},"tblPerson","PersonId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":14,"d":"TM0014"},"tblItem","Responsible",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Responsible Person",1]
[{"$nulls":3},{"v":15,"d":"TM0015"},"tblItem","Supporting",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Supporting Person",1]
[{"$nulls":3},{"v":16,"d":"TM0016"},"tblDeliverable","DeliverableId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":17,"d":"TM0017"},"tblDeliverable","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":18,"d":"TM0018"},"tblDeliverable","Health",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupHealth[Health]","N","NA","NA"]
[{"$nulls":3},{"v":19,"d":"TM0019"},"tblDeliverable","Responsible",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Responsible Person",1]
[{"$nulls":3},{"v":20,"d":"TM0020"},"tblDeliverable","Approver",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Approver",1]
[{"$nulls":3},{"v":21,"d":"TM0021"},"tblWorkstream","WorkStreamId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":22,"d":"TM0022"},"tblWorkstream","Leader",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Workstream Leader",1]
[{"$nulls":3},{"v":23,"d":"TM0023"},"tblFeedback","FeedbackID",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":24,"d":"TM0024"},"tblFeedback","Contributor",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Contributor",1]
[{"$nulls":3},{"v":25,"d":"TM0025"},"tblFeedback","FeedbackDate",{"v":4,"d":"MC0004"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"SetToDate"},1,0,"N","NA","NA"]
[{"$nulls":3},{"v":26,"d":"TM0026"},"tblFeedback","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupFBStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":27,"d":"TM0027"},"tblPunchList","PunchListId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":28,"d":"TM0028"},"tblPunchList","Owner",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Owner",1]
[{"$nulls":3},{"v":29,"d":"TM0029"},"tblPunchList","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":30,"d":"TM0030"},"tblPunchList","Due",{"v":4,"d":"MC0004"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"SetToDate"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":31,"d":"TM0031"},"tblDeliverable","Consulted",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Consultant",1]
[{"$nulls":3},{"v":32,"d":"TM0032"},"lkupFBStatus","FBStatusId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":33,"d":"TM0033"},"lkupVersionHistory","Version",{"v":4,"d":"MC0004"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"SetToDate"},1,0,"N","NA","NA"]
[{"$nulls":3},{"v":34,"d":"TM0034"},"tblChangeRequests","ChangeRequestId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":35,"d":"TM0035"},"tblChangeRequests","RequestDate",{"v":4,"d":"MC0004"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"SetToDate"},1,0,"N","NA","NA"]
[{"$nulls":3},{"v":36,"d":"TM0036"},"tblChangeRequests","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":37,"d":"TM0037"},"lkupTableColumnMacro","TableName",{"v":10,"d":"MC0010"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickTable"},1,"NA","NA","Pick Table",1]
[{"$nulls":3},{"v":38,"d":"TM0038"},"lkupTableColumnMacro","ColumnName",{"v":11,"d":"MC0011"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickColumn"},1,"NA","NA","Pick Column","NA"]
[{"$nulls":3},{"v":39,"d":"TM0039"},"tblArea","AreaNo",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"Y","NA","NA"]
[{"$nulls":3},{"v":40,"d":"TM0040"},"tblArea","AreaOwner",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},0,"tblPerson[PersonFullName]","NA","Pick Owner",1]
[{"$nulls":3},{"v":41,"d":"TM0041"},"tblProcess","ProcessNo",{"v":12,"d":"MC0012"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNextSubProcess"},1,10,"N","000","NA"]
[{"$nulls":3},{"v":42,"d":"TM0042"},"tblProcess","ProcessOwner",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Owner",1]
[{"$nulls":3},{"v":43,"d":"TM0043"},"tblProcess","AreaNo",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},3,"tblArea[AreaNo]","tblArea[Area]","Pick Area",1]
[{"$nulls":3},{"v":44,"d":"TM0044"},"tblArea","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":45,"d":"TM0045"},"tblProcess","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":46,"d":"TM0046"},"tblWorkFlow","ProcessNo",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},2,"tblProcess[ProcessNo]","tblProcess[Process]","Pick Process",1]
[{"$nulls":3},{"v":47,"d":"TM0047"},"tblWorkFlow","WorkFlowNo",{"v":12,"d":"MC0012"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNextSubProcess"},1,10,"N","000","NA"]
[{"$nulls":3},{"v":48,"d":"TM0048"},"tblWorkFlow","WorkFlowOwner",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},0,"tblPerson[PersonFullName]","NA","Pick Owner",1]
[{"$nulls":3},{"v":49,"d":"TM0049"},"tblWorkFlow","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":50,"d":"TM0050"},"tblStep","WorkFlowNo",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},2,"tblWorkFlow[WorkFlowNo]","tblWorkFlow[WorkFlow]","Pick WorkFlow",1]
[{"$nulls":3},{"v":51,"d":"TM0051"},"tblStep","StepNo",{"v":12,"d":"MC0012"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNextSubProcess"},1,10,"N","000","NA"]
[{"$nulls":3},{"v":53,"d":"TM0053"},"tblStep","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":54,"d":"TM0054"},"lkupRole","RoleId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":55,"d":"TM0055"},"tblStep","ResponsibleRole",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"lkupRole[Role]","NA","Pick Responsible Role",1]
[{"$nulls":3},{"v":56,"d":"TM0056"},"tblStep","SupportingRoles",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"lkupRole[Role]","NA","Pick Supporting Role",1]
[{"$nulls":3},{"v":57,"d":"TM0057"},"lkupTool","ToolId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":58,"d":"TM0058"},"tblStep","SupportingTool",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"lkupTool[Tool]","NA","Pick Tool",1]
[{"$nulls":3},{"v":59,"d":"TM0059"},"tblImprovement","ImprovementId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":60,"d":"TM0060"},"tblImprovement","Submitted By",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Submitter",1]
[{"$nulls":3},{"v":61,"d":"TM0061"},"tblImprovement","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":62,"d":"TM0062"},"tblTestScenario","ScenarioId",{"v":1,"d":"MC0001"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"AddNext"},1,1,"N","NA","NA"]
[{"$nulls":3},{"v":63,"d":"TM0063"},"tblTestScenario","ProcessID",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},2,"tblProcess[ProcessNo]","tblProcess[Process]","Pick Process",1]
[{"$nulls":3},{"v":64,"d":"TM0064"},"tblTestScenario","Responsible",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Owner",1]
[{"$nulls":3},{"v":65,"d":"TM0065"},"tblTestScenario","Supporting",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblPerson[PersonFullName]","NA","Pick Supporting",1]
[{"$nulls":3},{"v":66,"d":"TM0066"},"tblTestScenario","Status",{"v":8,"d":"MC0008"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"RotateLookupValue"},0,"lkupStatus[Status]","N","NA","NA"]
[{"$nulls":3},{"v":67,"d":"TM0067"},"tblFeedback","Process ID",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},1,"tblProcess[ProcessNo]","tblProcess[Process]","Pick Process",1]
[{"$nulls":3},{"v":68,"d":"TM0068"},"tblFeedback","Assigned to",{"v":2,"d":"MC0002"},{"$f":"IF(lkupTableColumnMacro[[#This Row],[MacroId]]=\"\",\"\",_xlfn.XLOOKUP(lkupTableColumnMacro[[#This Row],[MacroId]],lkupMacro[MacroId],lkupMacro[MacroName],\"Macro not found\",0,1))","v":"PickPopup"},0,"tblPerson[PersonFullName]","NA","Pick Contributor",1]