Unit-Based Account Credits
Summary

Kimble’s customer sells public training classes to their clients to be used as Credits toward future classes. Any number of Credits can be purchased and used across different classes. The classes may contain students from multiple client Accounts.

Challenge
  • Capture Credits at the time of purchase.

  • Recognize revenue for credits (or seats in a class) as they are used

  • Multiple Accounts using credits for one class 

  • Track the cost and utilization of the resource teaching the class

  • Easily manage all Delivery Engagements associated with a training class

Solution
Capturing Credits Purchased

An Engagement containing a Credit Element is created for the purchase of Credits for training to be used in the future. This Engagement is held at the client Account and is linked to an Opportunity. It can be part of another revenue contract or it can be its own Opportunity. The Credits can be viewed on the Account page related list.

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Recognizing Revenue

 

Revenue milestone/milestone recognition Elements are created when Credits (seats) are used. The Elements will reside on the same Engagement as the Credits element and will be created each time seats are used for a class. There are two steps when creating these Elements; creating a revenue milestone for the revenue being recognized, and allocating the credit to the Credit Element for the seats used.

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Tracking the Cost and Utilization of the Resource Teaching the Class

 

Since one class may contain students from different Accounts, a Proposal/Engagement with a Non-billable Element is used against the customer Account to capture the resource cost of the course. This Proposal is not linked to an Opportunity and will be created when a new class is scheduled.

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Managing a Training Class with Delivery Portolios

 

Since Delivery Portfolios can include Delivery Engagements regardless of which Account they are attached to, a Delivery Portfolio can be created for all Delivery Engagements containing seats in a particular class as well as the Internal/Non-Billable Engagement against the client’s account.

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Add Filter to Assignment Demand & Resource Schedule
Summary

A Kimble customer requirement was requested to add additional filters to the Assignment Demand and Resource Schedule pages.

Solution

1. Add custom formula fields on the Activity Assignment object to pull the required fields from the desired object. In this example we’ve added the field, Secondary Business Unit, from the Delivery Element object.

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2. Next, add custom formula fields on the Assignment Demand object to add the new custom field from the Activity Assignment object.

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3. Finally, add the new filter to Assignment Demand & Resource Schedule:

  • Go to the hidden object, SearchCriterion

  • Add the new filter to ContextType:ActivityAssignmentDemand and ResourceProfile

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Assignment Demand:

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Resource Schedule:

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