Indium Software

Unbilled Governance
Revision History
Ver.No Date Of Author(s) History Of Reviewer Approver
release Changes

Contents
1. Objective...............................................................................................3
2. Scope....................................................................................................3
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3. Integrated Systems...............................................................................3
4. Team Inputs...........................................................................................3
5. Roles Matrix..........................................................................................3
6. Unbilled Requirement............................................................................4
6.1 Unbilled Base View.............................................................................5
6.2 Movement View from Previous Week.................................................5
6.3 New Joiners........................................................................................6
6.4 Future Rampdown..............................................................................6
6.5 Dashboard of current View.................................................................6
6.6 Dashboard of weekly View.................................................................6
7. References............................................................................................7
7.1 Input Template...................................................................................7

1. Objective
The objective of the unbilled governance report is to clearly identify and
monitor individuals who are currently unbilled within the organization and
calculate the associated costs. It aims to ensure their prompt transition to
the billed category with continuous input from the delivery team. The
dashboard enables decision makers to track the progression of data from
one state to another, leading to better business outcomes and actionable
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insights. Additionally, it seeks to establish consistent procedures to

enhance efficiency, accountability, and compliance within the
organization.

2. Scope
Employees under unbilled category, partially billed and Unassigned.

Exclusions: Management,Support,Corporate leave pool>30 days

3. Integrated Systems
 Zoho Recruit
 Trimms
 Zoho People

4. Team Inputs
 Cost from HR team

5. Roles Matrix
Roles Access Level
SL RMG Full Access-Restrict to Service Line
Delivery Leads Only input specific fields - Restrict
to Service Line
Delivery Heads View only access to Service Line
RMG Leads Full access to all Service lines
Executive Leadership View Access to all Service lines

6. Unbilled Requirement
6.1 Unbilled Base View
 Identify unbilled employees from the allocation report and
categorize new joiners from the HC report under the
unassigned category to form the unbilled base
 Below are the base columns that are to be generated :
Header Description
Emp ID ID of the employee
Emp name Name of the employee
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FTE Calculate FTE based on their allocation %

For tenured employees, check client information from allocation report
Demarcate Uber and Non-Uber
For new joiners , check new joiners Report for the client they are hired
based on clients
for
Service Line Emp L2 from Allocation report
P&L Division from allocation report
Service Line grouped
Identify Microsoft based on L2
Resource Category Resource Category from allocation report
Resource sub-category Resource sub-category from Trimms Report
Client name in trimms Capture client name from Trimms Report
Level Bring their level from allocation report
Mark all the levels >= L3 as L3+
Level Grouping Mention the individual levels for levels <L3
Monthly Cost Bring in the cost details from HR Report
Adjusted Monthly Cost Adjust the cost based on allocation %
Group the costs based on below range
<25 K
25K - 50K
50k -100k
Cost Grouping >100K
Allocation Start Date Current unbilled allocation start date
Ageing(in days) Calculate the period from allocation start date until today
Group the Ageing based on below criteria
<1 Months
1 - 2 Months
2 - 3 Months
Ageing Grouping Months
3 - 6 Months
6 - 12 Months
1 - 2 Years
2 - 3 Years and so on
Check the history of allocations and bring in their start date of unbilled
Unbilled Start Date tenure
Unbilled ageing Calculate the ageing based on unbilled start date
Group the Ageing based on below criteria
<1 Months
1 - 2 Months
2 - 3 Months
3 - 6 Months
6 - 12 Months
1 - 2 Years
Unbilled Grouping Months 2 - 3 Years and so on
Reporting Manager Manager name from HC report
Project Name Project name from allocation report
Hired for client Name of the client they are hired for from Zoho
LWD HC report – Column Name -date of exit
City Base Location from HC
Total Yrs Experience Collected from Employees
Collected from trimms sheet
Resource Category – Shadow
Lateral/ Fresher
Resource Sub-Category -Shadow (lateral)/Shadow(fresher) to be called
out
DOJ HC Report – Column Name – JoinedOn
DOJ Ageing Calculate the period from DOJ until today
Group the Ageing based on below criteria
<1 Months
1 - 2 Months
2 - 3 Months
DOJ Ageing Grouping Months
3 - 6 Months
6 - 12 Months
1 - 2 Years
2 - 3 Years and so on
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Billability Check if the employee has ever been in a billable role in the project
From overall allocation sheet, calculate he number of times the
Number of billable Projects
employee has been billed
Consolidated from skill report from TRIMMS
Skill update
(Also manually collected from Employees)
Skill cluster is generated based on Skill update using the internal table
Skill Cluster
maintained
From the overall allocation sheet, find the last billable client of the
Last Billable Client
employee
Check the previous allocations and capture the movement type to
unbilled
Movement Type
Eg : Billable -Bench,
Leave pool - Shadow

Below are the columns that are to be updated by Delivery Leads:

Header Description Input Type
Drop Down

Investment
HR Action / Resigned
Projected
Proposed
High level grouping of proposed status L1 Allocation WIP / Hard blocked
status
Shadow
Grouped
Training
Available
Unassigned
Leave Pool
Management
Drop Down

Investment
Non Deployable
Projected
Allocation WIP
50% Billable
75% Billable
Shadow
50% Managament
Training
Available
Unassigned
Partially Billed
Proposed Partially Management
Simplified Grouping of Proposed status L2
status L1 Partially Billable
25% Billable
30% Billable
50% GameMon
Hardblocked
Partially Billed
HR Action / Resigned
Allocation WIP / Hard blocked
US-Unassigned
Resigned
5% Billable
Bench
Future Allocated
Management

Proposed Micro Level Proposed status Drop Down

status L2
Investment
HR Action
Projected
Hard Blocked - Onboarding
Hard Blocked
Allocation WIP
50% Billable
75% Billable
Shadow
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50% Managament
Skill to Deploy
Resigned
Available
Unassigned
Leave Pool
Mapped
25% Billable
Hardblocked
Future Maternity
Shadow (Available)
Maternity Leave
30% Billable
50% GameMon
Drop Down
New/ Unbilled resource replacing or allocated to
New requirement
Replacement a new project
Replacement
Projected
Client resource is projected to Drop Down List from Client master
Client
Projected
Delivery to enter a specific program for
Client - Free Text
which the associate is being projected to
Detailed
Projected - Sales leader of the client being projected
Auto-populated based on client selected
Sales Leader to
Projection The date, resource has been projected to
Choose from date
Date client
ETA for the unbilled resource’s billing to
Billing ETA Choose from date
start
RSD NO RSD associated with this requirement Enter and select from Open RSD’s
Free Text
Remarks Date/Remarks should be appended with
history
Opportunity 1 First Opportunity -Client name - that has
Drop Down List from Client master
- Client been provided to Resource
Opportunity 1
Date 1st Opportunity has been provided Choose from date
Date
Opportunity 1
Rejection Reason 1st Opportunity didn’t go through Free Text
Reason
Opportunity 2 2nd Opportunity- Client name- that has
Drop Down List from Client master
- Client been provided to Resource
Opportunity 2
Date 2nd Opportunity has been provided Choose from date
Date
Opportunity 2
Rejection Reason 2nd Opportunity didn’t go through Free Text
Reason
Opportunity 3 3rd Opportunity - Client name- that has
Drop Down List from Client master
- Client been provided to Resource
Opportunity 3
Date 3rd Opportunity has been provided Choose from date
Date
Opportunity 3
Rejection Reason 3rd Opportunity didn’t go through Free Text
Reason