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Lab651 Process

Weekly Harvest Review

Review the following weekly in Harvest:

Invoices

  • Review all open projects for invoice currency
    • Choose Project->Invoices to make sure it is being invoiced biweekly
  • NOTE any projects that have not been billed for > 60 days Archive them if they are not going to be billed again

Projects

  • Review the team billing to each project
    • Are the hours and people what is expected?
    • Shut off any developer who should NO LONGER be billing on a project
  • Are any actions required on projects with 10% or less Remaining?
  • Check Spending on the Retainer Projects to make sure they are within monthly Budget

Team

  • Anyone with zero hours entered or less than should be for the day of review?
    • Send them a slack message to enter hours
  • Is everyone you expect to be billing billing?
  • Archive any one that will no longer be billing

Boxing of Projects

  • When a project has had no hours for 45+ days and there is no expected increase in hours in the foreseeable future (based on input from Sales/Account Management)
    • Review the hours most recently recorded and verify that those hours have been recorded in Invoices in Harvest
    • Verify that the final invoice has been sent with Accounting (Kara)
    • Remove all the users from the project
    • Move the project to Inactive in Harvest

Reports

  • Everything as expected?

Settings

  • Add/Remove Seats if we are paying for more than we are using
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