Client Hours Tracking – Billable vs. Non-Billable
Billable vs. Non-Billable Teamwork Tags and Hours – High-Level
Billable Hours are for these categories:
- Professional Services Management: Work done on staging instances, and any documentation, meetings and/or communications related any work done on staging instances.
- Engineering: Work done on any staging site, and any documentation, meetings and/or communications related to any work done on staging sites.
Non-billable hours are for these categories:
- Professional Services Management: Bug fixes on production instances, and any documentation, meetings and/or communications related to any professional services management work for bug fixes on production insutances
- Engineering: Bug fixes on production instances, and any documentation, meetings and/or communications related to any engineering work for bug fixes on production instances.
- Customer & Partner Care Team Support: All
*For exact details, please see the following slides with proper task and tag descriptions
Billable vs. Non-Billable Hours Tracking
Action Area |
Task Type |
Task Tag Name |
Billable |
Non-Billable |
Pre-Sales |
Pre-Sales – ANY Pre-Sales activity by ZINFI team member |
Pre-Sales |
|
x |
Portal Set Up |
Free Trial/Sandbox – Portal Set-Up for distribution |
Free Trial Set Up |
|
x |
Staging – Portal Set-Up for client delivery |
Staging Set Up |
x |
|
|
Production – Portal Set-Up for client delivery |
Production Set Up |
x |
|
|
Configuration |
New Configuration – Customer-Specific based on Use Case or Feature Request |
Client Config |
x |
|
New Configuration – ZINFI Internal Only |
ZINFI Config |
|
x |
|
Existing Configuration – Change Request to an existing configuration |
Client Change Request |
x |
|
|
Portal Upgrade – Client Instance |
Client Portal Upgrade |
|
x |
|
Customer-Specific Pre-Release – Bug Discovered during Staging Development or QA |
Client Bug/Issue Pre |
|
x |
|
Customer-Specific Post-Release – Client Reported in Production |
Client Bug/Issue Post |
|
x |
|
Customer/ZINFI Meeting Onboarding Kick-Off Call |
Client Mtg Kick Off |
x |
||
Customer/ZINFI Meeting – Regularly Scheduled |
Client Mtg |
x |
|
|
Customer/ZINFI Meeting – Training |
Client Mtg |
x |
|
|
Customer/ZINFI Meeting – Requirement/Use Case Capturing |
Client Mtg |
x |
|
|
Customer/ZINFI Meeting – ZINFI Roadmap Presentation |
Client Mtg Roadmap |
|
x |
|
Customer/ZINFI Meeting – Executive Escalation |
Client Mtg Escalation |
|
x |
|
Internal Meeting – Customer Requirements |
Int Mtg Client |
x |
|
|
Internal Meeting – Knowledge Transfer |
Int Mtg Knowledge Transfer |
|
x |
|
Internal Meeting – General |
Int Mtg General |
|
x |
|
Customer/ZINFI Report Creation |
Client Reports |
x |
|
|
Client-Facing Documentation Creation/Editing |
Client Docs |
x |
|
|
Development |
Any ZINFI Internal Documentation (Non-Client Facing) Creation/Editing |
Int Docs |
|
x |
New Development – Customer-Specific Request |
Client Dev |
x |
|
|
R&D – Customer-Specific |
Client R&D |
x |
|
|
Data Migration – Customer-Specific |
Client Data Migration |
x |
|
|
UI Translation – Client-Specific |
Client UI Translation |
x |
|
|
QA – Customer-Specific Development/Configuration |
Client SQA |
x |
|
|
Other |
L1 – Report Creation for Partner or Client |
L1 Report Creation |
Additional Tag added to already existing Tag |
|
L2 or L3 – Report Creation for Partner or Client |
L2/L3 Report Creation |
|
x |
|
Escalation |
Escalation |
|
x |
|
Internal – Time Track (PTO, Vacation, etc…) |
Int Time Track |
|
x |
|
Internal – Hiring |
Int Hiring |
|
x |
|
Internal – Training |
Int Training |
|
x |
|