Delivery Management / Client Success
- Bookings Anchors & Engines Report
- Monthly CFO / Full Burn Report / Forecast
- Experts Engaged in Contracts Report
- Client Forecast Dashboard
- Client Forecast Reporting
- View Engagement Agreements and Contracts
Network Units & Credits Reporting
- Per Company & Per Group Net Units Burn Reports
- Per Group per Expert Net Units Burn Reporting (TO ENABLE)
- Per Company Units Burn Summary and by Group (Doesn’t work for me but would be really useful!)
- Transfer Units Between Client Groups (RUTH ONLY!!)
- All Available SK Units Now (Doesn’t work for me but would be really useful!)
- All Consumed Units by Company between dates (Doesn’t work for me but would be really useful!)
- Show all EP with Active Agreements that haven’t submitted bookings