The firm's revenue is entirely dependent on this stage and it is the one most often done late. Time recorded a fortnight after the fact is recorded worse, and unbilled time is the most common write-off.
It requires only an open engagement, not a baselined plan: time is booked from the moment the engagement opens, which is why setup has to precede mobilisation.
Open, 4 item(s)
State
What
Position or reason
Owner
assumed
This stage's automation position
Entry is manual and chased by agent. Habit rather than necessity: activity data exists in calendars and documents, and the firm has never used it.
Finance Director
assumed
RUL-41 Time is recorded within five working days
Assumed policy, chased by agent rather than enforced by system. Late time is recorded worse.
Finance Director
open
RUL-44 Legacy and new time systems are reconciled before billing
No agreed mechanism. Two systems are written to during the migration (DAT-TIME is contested) and reconciliation is manual and unowned.
Finance Director
contested
Data: Time entry
Two time systems running in parallel during the migration. Both are written to, and reconciling them is manual.
Finance Director
Boundary
Trigger (in)
An open engagement; runs continuously alongside delivery.
Output (out)
Time and expenses recorded against the engagement, ready to bill.
Requires
engagement-opened
Produces
time-captured
Floor: can this run itself
Position
person
Manual because
habit
Basis
Entry is manual and chased by agent. Habit rather than necessity: activity data exists in calendars and documents, and the firm has never used it.
Confirmed by
Finance Director
Behaviour: what runs it
Systems
Time capture, Expenses, Legacy timesheets
Data
Dataset
Authoritative source
Also in
State
Owner
Time entry
none
Time capture, Legacy timesheets
contested
Finance Director
Expense
Expenses
S, Y, S, -, P, S, A, -, T, I, M, E
settled
Finance Director
Rules: what is decided here
ID
Rule
State
Enforced by
Basis
Owner
RUL-41
Time is recorded within five working days
assumed
Finance Director role
Assumed policy, chased by agent rather than enforced by system. Late time is recorded worse.
Finance Director
RUL-42
Time is booked to one engagement only
defined
Time capture
Single-valued field.
Finance Director
RUL-43
Expenses require a receipt above the de minimis
defined
Expenses
Configured threshold.
Finance Director
RUL-44
Legacy and new time systems are reconciled before billing
open
nothing
No agreed mechanism. Two systems are written to during the migration (DAT-TIME is contested) and reconciliation is manual and unowned.