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Time & Expense FormsTime & Expense Forms
MRC Consulting
Project GoalsProject Goals
Provide an automated web based Time & Expense reporting system for MRC Consulting and its clients.
Reduce the amount of time spent manually processing paper based forms.
Improve timeliness and reduce errors.Improve client satisfaction.
DescriptionDescription
A Time & Expense web portal will be created for processing weekly reports.
There will be two main data entry pages, one for Time and a second for Expenses.
The web portal will be linked to a database back end. The database will automatically record information and
calculate witholdings. There will be both intranet and internet portals
Competitive AnalysisCompetitive Analysis
Competitors – It is hoped that reducing the man hours
required for payroll and billing will provide MRC Consulting with a competitive advantage.
Strengths – MRC Consulting has always prided itself
on its good client relations and the value it provides to its clients.
Competitive AnalysisCompetitive Analysis
Strengths cont.– MRC’s consultants average more industry
experience and certerfications than any other consulting firm.
Weaknesses– Our current paper based billing system
leads to longer billing cycles than our competitors due to our smaller HR department.
Competitive Analysis, cont.Competitive Analysis, cont.
Competitors– DRC Consulting– SRC Consulting
Strengths– Each of our competitors are able to service a larger client
base due to their larger clerical and HR staff. Weaknesses
– Our competitors account executives are overworked which leaves them out of touch with their clients needs.
TechnologyTechnology
The consultant billing application is going to be a Web application running Microsoft software using IIS, SQL Server as the database engine, and ASP .Net using VB or C# as the application language. The hardware used can be underutilized existing hardware that the consulting company is already using, or new hardware need to will be purchased.
The client’s preference is to have the site hosted by an independent service provider.
Team/ResourcesTeam/Resources
Assumptions about resources allocated to this project– MRC’s staff of consultants will be
employed for this project.– The solution will be hosted offsite.– Developmental and operational support will
be provided by MRC consultants.
Project TeamsProject Teams
Project team 3 will be tasked with developing the new web based Time & Expense reporting system. Other project teams are already occupied with other internal projects.
Project Team 3 MembersProject Team 3 MembersRoles and Responsibilities
Role Name Organization/
Position
Contact Information
Project Sponsor
Barnes, David
MRC Consulting Managing Partner
(605) 232-2000 ext 33022 [email protected]
System Analyst
Harback, Jason
Group 3 Member
(507) 763-3823 [email protected]
System Analyst
Hatlestad, Peter
Group 3 Member
(605) 359-5701 [email protected]
Web Master / Testing Analyst
Higgs, Dewayne
Group 3 Member
(806) 676-1128 [email protected]
Project Manager
Jackman, Trevor
Group 3 Member
(712) 389-2211 [email protected]
Database Administrator
Johnson, Eric
Group 3 Member
712-240-9086 [email protected]
ProceduresProcedures
Since this project is an internal project MRC consultants will need to bill their hours to MRC directly.
Planning will need to accommodate consultants client work schedule and the work performed will need to be segregated from clients billable hours.
All documents will need to be reviewed by the project manager and subject to project sponsors approval.
Regular status meetings will be held to review progess.
Milestones pt.1Milestones pt.1
Determine the Project manager
Draft Schedule Maintain Project
Notebook Write Team Contract Create a Web sit Detailed Scope
Statement (Functional Specifications)
Maintain Project Web Site
Write the Project Charter
A detailed Gantt Chart Create Work
Breakdown Structure Preliminary Scope
Document Feasibility Study
Milestones pt.2Milestones pt.2
Break Even Analysis Create Issues / Risk Log
Maintain Risk Log Week 1 Status Report Technical Requirements:
– Network Infrastructure, Server Hardware and Software
– Database Structure– Acceptance of
Functional Requirements
– Project sponsor acceptance of Technical Requirements
Build: – Create Database
Objects
Milestones pt.3Milestones pt.3
Build: – Create Programming
Code
Build: – Test Database Objects
Build: – Test Programming Code
Week 2 Status Repot Week 3 Status Report Week 4 Status Report
Week 5 Status Report User Acceptance
Testing Week 6 Status Report Implementation Post Implementation
Support Week 7 Status Report Week 8 Status Report
Sneak Peak at the Time & Expense ReportsSneak Peak at the Time & Expense Reports
Timesheet column featuresTimesheet column features
– Day of the week. Dates are automatically populated from calendar.
– Regular hours– Overtime hours– Sick leave hours– Vacation hours
– Holiday hours– Unpaid leave hours– Other– Total hours are
automatically calculated for row and column
– Expense report field (Yes/No) linked to expense report.
Timesheet row featuresTimesheet row features
– Company contact information
– Employee name– Employee ID. Used
to populate pay rate and calculate withholdings.
– Supervisor name
– Week field. Dates are automatically populated from calendar.
– Total hours field that is automatically calculated from input.
Timesheet row features cont.Timesheet row features cont.
– Rate/Hour field populated from employee login minus withholdings
– Total pay calculated from rate and hours
– Total hours reported calculated from hours
– Total pay calculated from hours and rate minus withholdings
– Employee signature and date
– Supervisor signature and date
– Submit button for completed timesheet
Expense report column featuresExpense report column features
– Day of the week. Dates are automatically populated from a calendar.
– Description of expenses
– Air and transport expenses
– Lodging expenses
– Calculated Fuel/Mileage expenses.
– Phone expenses– Meals and tips– Entertainment
expenses– Other– Total is automatically
calculated by row and column
Expense report row featuresExpense report row features
– Company information
– Employee name– Employee ID. – Supervisor name– Week field. – Subtotal– Advances
– Fuel/Mileage reimbursement rate
– Total Reimbursement– Employee signature
and date– Supervisor signature
and date– Submit button for
completed expense report
Related DocumentsRelated Documents
Group 3 would like to thank www.vertex42.com for providing the Time and Expense templates– http://www.vertex42.com/ExcelTemplates/excel-expense-
report.html– http://www.vertex42.com/ExcelTemplates/excel-
timesheet.html
Our WebsiteOur Website
http://www.ama3d.com/infs724/