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- Resource Booking System
- Process
- Delivery review
Delivery review
At the end of an engagement, the Project Manager needs a coherent account of the work delivered. The booking brings together its assigned items, usage, confirmations, conflicts and constraints. Operations Overview helps the Delivery Lead find blocked work and unresolved exceptions. The review should move from those records to a decision about the booking's state.
Step by step
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Track exceptions Delivery Lead
The Delivery Lead checks blocked items, open conflicts and monitored constraints against the planned finish.
- Identifies unresolved delivery work
- Updates Booking resources, Booking conflicts, Resource constraints
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Approve usage Approval workflow
Submission runs the approval workflow. Valid hours move to approved and produce a review decision and operation receipt; the Usage Reviewer inspects the outcome.
- Gives submitted hours a recorded outcome
- Updates Resource usage, Review decisions, Operation receipts
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Close the cycle Project Manager
The Project Manager checks completed work and dated confirmations, then changes the booking to completed when the delivery review is satisfied.
- Records the engagement's final state
- Updates Bookings, Confirmations, Booking resources
Who does what
Roles and permissions- Project Manager
- Owns the booking state; Delivery Lead reviews exceptions; Usage Reviewer inspects usage outcomes.
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