Meeting Title: Zoom Meeting Date: 2025-03-14 Meeting participants: Nicolas Sucari, Uttam Kumaran


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1 00:00:48.420 00:00:49.340 Nicolas Sucari: Hey! Dom!

2 00:00:49.340 00:00:50.250 Uttam Kumaran: Hey!

3 00:00:51.180 00:00:52.099 Nicolas Sucari: How are you?

4 00:00:52.100 00:00:55.690 Uttam Kumaran: Looking, good nice train, dude.

5 00:00:57.600 00:01:01.230 Nicolas Sucari: Chain. Decent. Oh, yeah. Yeah.

6 00:01:01.770 00:01:02.650 Uttam Kumaran: Nice.

7 00:01:02.900 00:01:05.370 Nicolas Sucari: Star of David. I think it’s called in English.

8 00:01:05.379 00:01:06.089 Uttam Kumaran: Yeah.

9 00:01:07.360 00:01:11.449 Nicolas Sucari: Yeah, that Isis was a gift when I was born, actually.

10 00:01:11.780 00:01:13.030 Uttam Kumaran: Wow! No way.

11 00:01:13.030 00:01:17.700 Nicolas Sucari: Yeah, I don’t know from who, but really nice person.

12 00:01:17.700 00:01:18.989 Uttam Kumaran: I don’t know how it looked when you were.

13 00:01:18.990 00:01:21.660 Nicolas Sucari: No, no, I I changed. I changed.

14 00:01:22.486 00:01:32.320 Nicolas Sucari: It was like was a little bit shorter. But yeah, cool. How are you?

15 00:01:32.540 00:01:40.590 Uttam Kumaran: Good dude. I yeah, this week is going well. Still, like some

16 00:01:41.370 00:01:45.969 Uttam Kumaran: Pm. Pain with like getting people onto stuff. But it’s getting better.

17 00:01:46.160 00:01:55.759 Uttam Kumaran: I finally had. You know, we had some free time to get a few more proposals out the door. I need to spend a little bit longer today on a, on a couple more things there.

18 00:01:57.670 00:01:59.459 Nicolas Sucari: But it’s good. Yeah.

19 00:02:01.180 00:02:09.780 Nicolas Sucari: yeah, I’m just working, you know that it’s like, I think it’s like the 3rd or 4th week in a row that we are introducing people in the Friday meetings right.

20 00:02:09.789 00:02:10.789 Uttam Kumaran: I know dude.

21 00:02:10.789 00:02:11.989 Nicolas Sucari: Little, crazy.

22 00:02:12.590 00:02:18.699 Uttam Kumaran: It’s yeah. It’s interesting, too, because I cause we’re not bringing everyone like full time immediately.

23 00:02:18.700 00:02:19.190 Nicolas Sucari: No.

24 00:02:20.950 00:02:25.630 Uttam Kumaran: But like, that’s the goal, right? I want everyone to sort of like, start on one client move to another.

25 00:02:27.380 00:02:39.947 Uttam Kumaran: but yeah, I’m I’m happy. It’s I’m excited. Annie is joining sort of to start to take on some analyst work. And then, yeah, I really want to spend time with you today on, how do we get all the Pm’s into

26 00:02:40.680 00:02:43.089 Uttam Kumaran: into operating.

27 00:02:45.460 00:02:55.840 Nicolas Sucari: If you want, let me share let’s go through that. Let me see. So one just just one question. Annie, James and Patrick are all in the Us.

28 00:02:57.550 00:02:58.450 Uttam Kumaran: Yes.

29 00:02:59.120 00:03:02.730 Nicolas Sucari: Okay, great. So, okay, so we have the slide ready for that one.

30 00:03:03.120 00:03:06.020 Nicolas Sucari: Let me go back to operating, share my screen.

31 00:03:06.650 00:03:14.090 Nicolas Sucari: So the issue of having part time and full time engineers differently is that we need to set up

32 00:03:15.016 00:03:19.050 Nicolas Sucari: like working hours per team. Member. Right?

33 00:03:19.310 00:03:22.579 Nicolas Sucari: So right now let me go back to the timeline.

34 00:03:24.070 00:03:27.170 Uttam Kumaran: I’m gonna pull it up on my side, too, so I can follow you a little bit.

35 00:03:27.440 00:03:28.100 Nicolas Sucari: Okay.

36 00:03:28.340 00:03:29.320 Uttam Kumaran: Yeah. Yeah. Go ahead.

37 00:03:29.520 00:03:34.290 Nicolas Sucari: How how we look at this is in the horizon here.

38 00:03:34.400 00:03:55.770 Nicolas Sucari: like we see, like the confirmed projects. There is a filter, obviously, and we can see, like all of the projects and the team that is set for those projects. I’m not using this or anything. But this is what we should kind of start using. When we have like projects coming ahead, we can kind of set that up before assigning the team, and then.

39 00:03:55.770 00:03:58.020 Uttam Kumaran: Project is not a client, though, like there’s.

40 00:03:58.020 00:03:58.470 Nicolas Sucari: No. Yeah.

41 00:03:58.470 00:03:59.390 Uttam Kumaran: Higher, level, okay.

42 00:03:59.760 00:04:09.210 Nicolas Sucari: Exactly. Project here is, for example, we have declined in Brain Forge and the Project Brand Brand Design project, copywriting project, internal. You see.

43 00:04:09.540 00:04:09.950 Uttam Kumaran: Yeah, yeah.

44 00:04:09.950 00:04:14.979 Nicolas Sucari: Like all of those ones. I got all of those ones here because when I did the

45 00:04:15.398 00:04:23.360 Nicolas Sucari: when I added all of the clock if I hours it, ingested like everything it was in there. But we can archive and and get rid of stuff if we want.

46 00:04:23.360 00:04:23.850 Uttam Kumaran: Okay. Great.

47 00:04:24.790 00:04:42.099 Nicolas Sucari: And I created like for Javi, as it was like projects per, or the contract was like 3 months I, I added, like q. 1, q. 2 and same for ballpark. We can use that, or we can just have like a running project like the entire time, and just like.

48 00:04:42.420 00:04:46.979 Nicolas Sucari: adjust the dates of the people every every month. If you want.

49 00:04:47.770 00:04:48.680 Nicolas Sucari: Okay, okay.

50 00:04:49.020 00:04:57.460 Nicolas Sucari: So if you go to the timeline, I was just adding, like the ABC. Hours. So what I need to understand is amber

51 00:04:57.840 00:04:59.730 Nicolas Sucari: amberties, working part-time right.

52 00:05:00.530 00:05:01.819 Uttam Kumaran: No Amber’s full time.

53 00:05:01.820 00:05:02.879 Nicolas Sucari: Number is full time. Okay.

54 00:05:02.880 00:05:07.260 Uttam Kumaran: But amber is split between several clients.

55 00:05:07.260 00:05:32.030 Nicolas Sucari: Fine. So how? How we set up that is, I added. Here one role, and and the person this is amber amber. When you go to edit here. You’re gonna see that, hey? So you have a role of project manager that is fulfilled with amber. And what is the allocation of hours, or how many hours a week we want to spend or assign to this project, I added. Like 10 HA week for ABC. I don’t know if that’s fine as a project manager.

56 00:05:32.320 00:05:39.679 Nicolas Sucari: Okay? And that is a 25% of amber’s time, right? Because she has 40 HA week being full time

57 00:05:40.010 00:05:42.810 Nicolas Sucari: like that’s fulfilled like, automatically. Okay.

58 00:05:43.080 00:05:43.610 Uttam Kumaran: Okay.

59 00:05:44.270 00:06:04.989 Nicolas Sucari: So in in that way, like, we know that amber is 25% assigned to ABC. But she’s assigned somewhere else, because the the project like the her time here is like 45% taken. So let’s see where it is assigned. It’s in pull parts, too. So we added, like 20% in pull parts. So if we go to pull parts here.

60 00:06:06.200 00:06:15.100 Nicolas Sucari: you see that, I added the team. And this is what with the message that you send on that channel. So Amber has like 8 HA week here.

61 00:06:15.540 00:06:16.320 Nicolas Sucari: right?

62 00:06:16.650 00:06:19.089 Nicolas Sucari: And that’s a 20% for her.

63 00:06:19.110 00:06:42.360 Nicolas Sucari: And we we still have, like 55% of her time available to assign to other clients. That’s how operating works and how you can understand kind of these 2 views project views to see which people is inside of each one. And people view to see, hey, okay, I wanna see what Jana is into. Okay, I’m gonna click here. She’s just in ABC 50% of her time.

64 00:06:42.360 00:06:49.149 Nicolas Sucari: She has 40 HA week of working hours, and that the difference with Payas that you can see here the red line.

65 00:06:49.150 00:06:53.409 Uttam Kumaran: The right view is people, yeah, exactly. You have you? Okay?

66 00:06:53.410 00:06:58.859 Nicolas Sucari: You have projects and people. If you go to the top right? That you see the filter, you can just select projects.

67 00:06:58.860 00:06:59.680 Uttam Kumaran: Oh!

68 00:06:59.680 00:07:01.160 Nicolas Sucari: Lead view, and people.

69 00:07:01.780 00:07:06.299 Uttam Kumaran: Oh, great. Okay. So let’s okay. So I get the projects.

70 00:07:06.860 00:07:13.500 Uttam Kumaran: So let me let me go through an example like, let’s say, I want to have. Okay, these are all the projects.

71 00:07:13.640 00:07:18.460 Uttam Kumaran: Let’s go ahead. And can we delete? Can we just clean this up while we’re on the call a little bit.

72 00:07:18.460 00:07:21.359 Nicolas Sucari: Yeah, yeah, with help. Or do you want to archive it?

73 00:07:21.860 00:07:22.740 Uttam Kumaran: Yes.

74 00:07:23.200 00:07:26.609 Nicolas Sucari: Okay, so this is open details.

75 00:07:27.460 00:07:28.539 Nicolas Sucari: So what is different?

76 00:07:28.540 00:07:33.390 Uttam Kumaran: Can archive and delete, I should just archive it. It doesn’t do anything.

77 00:07:34.110 00:07:39.919 Nicolas Sucari: So yeah, you can archive it just to clean it up from this view, I think, and if you delete it, you kind of erase it off the.

78 00:07:39.920 00:07:42.820 Uttam Kumaran: Okay, I’m gonna just archive web flow development.

79 00:07:43.130 00:07:45.570 Uttam Kumaran: I’m going to archive.

80 00:07:46.250 00:07:52.709 Nicolas Sucari: Yeah, there is one called Craig Folds automation. And can I clean that up, too? Yeah, okay, that.

81 00:07:52.710 00:07:54.249 Uttam Kumaran: You can archive it. Yeah.

82 00:07:55.230 00:07:55.820 Nicolas Sucari: Cool.

83 00:07:56.180 00:08:03.950 Nicolas Sucari: So when you archive it, yeah, you’re just removing the project from from all of that. Brandon design is fine copywriting. Are we using that one for anything.

84 00:08:06.230 00:08:09.369 Uttam Kumaran: I mean I just I don’t know where.

85 00:08:10.376 00:08:11.610 Nicolas Sucari: Is adding.

86 00:08:11.610 00:08:12.600 Uttam Kumaran: His hours.

87 00:08:12.600 00:08:12.990 Nicolas Sucari: There!

88 00:08:12.990 00:08:16.740 Uttam Kumaran: So where’s the clockify? Can you check? So the clockify.

89 00:08:18.460 00:08:24.869 Nicolas Sucari: Yes, if you go to hours oh, no, we’re not in hours. But if you go to reports.

90 00:08:25.050 00:08:25.700 Uttam Kumaran: Okay.

91 00:08:26.315 00:08:31.190 Nicolas Sucari: Go to reports. You need to click on people. I think no projects.

92 00:08:31.460 00:08:37.240 Nicolas Sucari: I think click, and I don’t know why this is not loading up, but you need to click on filters and show results.

93 00:08:37.240 00:08:37.919 Uttam Kumaran: Okay.

94 00:08:38.640 00:08:46.179 Nicolas Sucari: So right now, and and select the dates on here on the top right like. If you go to last month, for example, to see all February.

95 00:08:46.300 00:08:53.300 Nicolas Sucari: You can see, like how many hours planned there were, and how many hours actual there were right.

96 00:08:53.700 00:08:55.270 Uttam Kumaran: Hmm, okay.

97 00:08:55.760 00:09:04.510 Nicolas Sucari: So this is like how this is reading from the clockify hours that I added the file in here. I did the manual input of of the file.

98 00:09:06.890 00:09:19.369 Nicolas Sucari: It’s a little bit tricky to understand this yet I’m I’m kind of trying to see what’s the best way to see. Like all of this, because I cannot. I don’t know if I’m able to see, like the detail of each people.

99 00:09:19.870 00:09:21.420 Uttam Kumaran: Yeah, okay.

100 00:09:22.380 00:09:25.649 Nicolas Sucari: So you you see, I can see here, so pay us was assigned.

101 00:09:26.060 00:09:26.470 Uttam Kumaran: Like I.

102 00:09:26.690 00:09:26.910 Nicolas Sucari: Like.

103 00:09:26.910 00:09:34.420 Uttam Kumaran: For example, if I was to say, Show me, can I see the hours that Ryan spent on copywriting.

104 00:09:35.260 00:09:35.660 Nicolas Sucari: Go to.

105 00:09:36.510 00:09:37.360 Uttam Kumaran: Okay.

106 00:09:38.190 00:09:49.850 Nicolas Sucari: In inside reports go to people, click on filters, show results and you have their like utilization percentage and plan. And if you go to Ryan. I think.

107 00:09:49.850 00:09:50.760 Uttam Kumaran: Anything there.

108 00:09:50.760 00:09:53.799 Nicolas Sucari: Okay, there are no records. Okay, let me check. Why?

109 00:09:54.350 00:09:55.370 Uttam Kumaran: Is that a.

110 00:09:57.580 00:10:01.490 Nicolas Sucari: No, maybe it’s because, I added the Start date, you add.

111 00:10:01.490 00:10:02.240 Uttam Kumaran: Oh, yeah.

112 00:10:02.240 00:10:07.039 Nicolas Sucari: As January. I don’t know if copywriting from Ryan was this year.

113 00:10:07.040 00:10:10.640 Uttam Kumaran: Oh, so it won’t. Okay. It’s gonna know it’ll be from like a while ago.

114 00:10:10.950 00:10:20.520 Nicolas Sucari: Yeah, that’s that’s why. But that’s because I just set up the deployment started this year. I can go back and and modify that if you want.

115 00:10:20.520 00:10:23.409 Uttam Kumaran: Let’s look at someone that is active. So I I, that’s okay.

116 00:10:23.870 00:10:24.870 Nicolas Sucari: Yeah, okay.

117 00:10:25.650 00:10:28.810 Uttam Kumaran: So that’s just look at yeah, someone that’s active.

118 00:10:30.450 00:10:36.220 Nicolas Sucari: Okay, for example, pay us if you want.

119 00:10:36.700 00:10:37.380 Uttam Kumaran: Yeah.

120 00:10:38.060 00:10:56.610 Nicolas Sucari: If you click on pay us here you’ll see that he has 20% allocated in Javi 100% allocation in pool parts. This is what I want to mention that that’s why he has like 120% of allocation. Because, he’s working only 40 h right? And I added him like 10 HA week in pool parts.

121 00:10:56.610 00:11:00.280 Uttam Kumaran: Yeah, give me. Give me one second. I’m just gonna get this dog inside. Hold on.

122 00:11:01.130 00:11:01.939 Nicolas Sucari: Yeah, but yeah.

123 00:11:12.710 00:11:17.379 Uttam Kumaran: Every there’s like 4 dogs barking on the street, and then it’s like insane.

124 00:11:21.560 00:11:22.840 Nicolas Sucari: No, that’s fine.

125 00:11:24.182 00:11:32.069 Nicolas Sucari: I’m trying to figure out these. But this is actual hours. There’s no to the session plan.

126 00:11:32.180 00:11:37.780 Nicolas Sucari: Okay, let me see ours plan and actual here. Okay, are you looking at my, my screen or yours?

127 00:11:38.366 00:11:39.509 Uttam Kumaran: Both. I have both.

128 00:11:39.890 00:11:48.899 Nicolas Sucari: Okay. So if you if you see here people if I go to, for example, let’s say, yeah, if I ask

129 00:11:49.130 00:11:49.910 Nicolas Sucari: right?

130 00:11:50.150 00:11:52.000 Nicolas Sucari: So if I asked in January

131 00:11:52.140 00:11:58.000 Nicolas Sucari: he has 52 h planned because of pool parts. And Javi.

132 00:11:58.290 00:12:08.770 Nicolas Sucari: See here the detail. 46 h in Polpart, 6 h in Javi, and he spent 24 h in Javi and 19 h in pull parts. Right? That’s how you can see the detail.

133 00:12:08.910 00:12:09.550 Uttam Kumaran: Okay.

134 00:12:09.880 00:12:23.919 Nicolas Sucari: And total. This is January, February, something deep, more hours in in Javi, and 16 h in pull, parts in. And and he’s been assigned like 10 HA week in pull parts, and just like 2 HA week in Javi that.

135 00:12:23.920 00:12:27.509 Uttam Kumaran: So, so like. So what is the 8? What is the 8 on the left.

136 00:12:27.950 00:12:35.340 Nicolas Sucari: The 8 on the left is ours. Plan is what we are allocating him to spend hours in in the project, and then, if the right one.

137 00:12:35.340 00:12:35.940 Uttam Kumaran: Again.

138 00:12:36.800 00:12:38.230 Nicolas Sucari: January, February.

139 00:12:38.230 00:12:40.340 Nicolas Sucari: Oh, okay, okay, actually.

140 00:12:40.530 00:12:46.510 Uttam Kumaran: Okay. Yeah, dude. I mean, now, we’re gonna I’m gonna see, this is, you’re gonna become, you’re gonna move to product.

141 00:12:47.250 00:12:49.480 Uttam Kumaran: one of the things to know.

142 00:12:49.480 00:12:50.720 Nicolas Sucari: Is not great. You need.

143 00:12:50.720 00:12:54.649 Uttam Kumaran: This doesn’t look that good. I don’t like how it looks, but.

144 00:12:54.650 00:12:55.450 Nicolas Sucari: No no me, neither.

145 00:12:55.450 00:12:57.840 Uttam Kumaran: You know what. So you know what the deal we’re signing with them.

146 00:12:58.140 00:13:00.148 Uttam Kumaran: They came through Vixel. Actually,

147 00:13:00.550 00:13:00.960 Nicolas Sucari: Okay.

148 00:13:00.960 00:13:01.760 Uttam Kumaran: And

149 00:13:01.930 00:13:07.839 Uttam Kumaran: they’re currently charging. I think, 10 or 15 bucks. They’re gonna give it to us for 5 bucks. A person.

150 00:13:08.300 00:13:12.869 Uttam Kumaran: if we help sort of like, fix the design and the product with them.

151 00:13:13.600 00:13:15.459 Nicolas Sucari: Okay, no, this that’s great.

152 00:13:15.660 00:13:16.120 Uttam Kumaran: Anyhow.

153 00:13:16.120 00:13:24.999 Nicolas Sucari: A lot to improve. I think it’s not easy, like every time you change one of these sections you need to click on filters to reload all of the data, and also that, like.

154 00:13:25.000 00:13:32.140 Uttam Kumaran: Yeah, I have a lot. But the the reason I liked him that guy Lori, is, he used to run an agency.

155 00:13:32.490 00:13:40.419 Uttam Kumaran: So these guys used to run an agency. They built something like this. Then they they pivoted and went all in on building software for agencies.

156 00:13:40.560 00:13:44.990 Uttam Kumaran: cause cause you know what I was gonna do right? I was gonna build this in a spreadsheet.

157 00:13:45.630 00:13:51.190 Nicolas Sucari: But why you you have. You know that. You can do this in clock if I think or.

158 00:13:51.190 00:13:56.999 Uttam Kumaran: I know. Well, I was gonna either go further and clockify, but the clockify pricing gets more expensive and.

159 00:13:57.180 00:13:57.690 Nicolas Sucari: Okay.

160 00:13:57.690 00:14:02.190 Uttam Kumaran: Yeah, I mean, I was. I was probably gonna either, probably gonna do this in clockify.

161 00:14:02.380 00:14:10.479 Uttam Kumaran: But I don’t know. Maybe like, do you think this is like I don’t. I don’t know. I don’t wanna sort of be like, should we just have done that? But I don’t know. Like

162 00:14:10.620 00:14:13.170 Uttam Kumaran: if you don’t. If you think that this is like

163 00:14:13.730 00:14:17.969 Uttam Kumaran: too complicated, like clockify, for example, clockify pro.

164 00:14:17.970 00:14:18.530 Nicolas Sucari: Cookie, cut.

165 00:14:18.530 00:14:20.370 Uttam Kumaran: 99 a month, 7 99 per month.

166 00:14:21.460 00:14:21.980 Nicolas Sucari: Okay.

167 00:14:21.980 00:14:23.920 Uttam Kumaran: We’re using free. By the way, clockify.

168 00:14:24.510 00:14:27.800 Nicolas Sucari: Yeah, yeah, no. Which is great. Yeah, yeah.

169 00:14:27.970 00:14:28.680 Nicolas Sucari: Yeah.

170 00:14:28.960 00:14:37.480 Nicolas Sucari: Yeah. In my previous company, they used clock. If I to manage like all of these kind of hours, and they use the schedule feature there to do all of that.

171 00:14:38.880 00:14:41.239 Nicolas Sucari: But that’s fine. Yeah, you need pro for that one.

172 00:14:41.590 00:14:43.070 Uttam Kumaran: Do you think it’s worth.

173 00:14:44.150 00:14:46.899 Nicolas Sucari: I think it’s the same as as this one. So

174 00:14:47.200 00:14:58.120 Nicolas Sucari: yeah, I mean, like, let’s try operating. I think we can. We can get in a good place here, and then, if not, if this doesn’t work, we can go back to clock. If I think let’s like.

175 00:14:58.120 00:15:01.710 Uttam Kumaran: In clock if I can. You do these sort of like percentage allocations.

176 00:15:02.030 00:15:14.099 Nicolas Sucari: Yes, you do. You need to upgrade to pro feature, and I think it’s the schedule schedule feature there. If if you, if you, if you are on cropify screen. Okay, let me.

177 00:15:14.490 00:15:15.850 Nicolas Sucari: I have it here. Open.

178 00:15:16.070 00:15:17.229 Uttam Kumaran: That’s do it, then.

179 00:15:17.230 00:15:17.620 Nicolas Sucari: Daddy.

180 00:15:17.620 00:15:19.010 Uttam Kumaran: So, yeah.

181 00:15:19.010 00:15:29.509 Nicolas Sucari: If you click on here, show more. If you have left, there is this schedule one, and you can do like these kind of hours per day per week. I think all of these

182 00:15:30.100 00:15:32.680 Nicolas Sucari: you can go to how scheduling works if you want.

183 00:15:34.630 00:15:46.399 Nicolas Sucari: But yeah, you can schedule stuff, and you can see you can have, like all projects, add people into the project at times you’ll see when they are like over

184 00:15:46.500 00:15:48.280 Nicolas Sucari: over allocating someone.

185 00:15:50.040 00:15:51.050 Nicolas Sucari: You see.

186 00:15:51.870 00:15:56.149 Nicolas Sucari: I think it’s the same. It’s the same as this, like they are. They are trying to compete to.

187 00:15:56.280 00:15:56.870 Nicolas Sucari: They.

188 00:15:56.870 00:16:03.159 Uttam Kumaran: The only thing they said is that you can start putting like, who is experienced in what and sort of do like.

189 00:16:04.270 00:16:13.619 Nicolas Sucari: They? I think they are. They are adding these as something like different, that is called skills.

190 00:16:13.970 00:16:14.990 Uttam Kumaran: Yeah.

191 00:16:14.990 00:16:25.979 Nicolas Sucari: You can add like skills. Yeah, I I haven’t added skills. But if we want to add like skills of each people, we can add them. And then, if we are like creating a new project, for example.

192 00:16:26.860 00:16:33.659 Nicolas Sucari: you can, you can set like, Hey, you will need a this role with these skills. And you have like that suggestions right?

193 00:16:33.800 00:16:50.410 Nicolas Sucari: Like, if you have a big team with a lot of skills and roles you can then use the suggestions panel every time you need to allocate something. See here, for example, in Eden, if I let me, let’s say we need a project manager. Right?

194 00:16:53.250 00:16:58.100 Nicolas Sucari: So we need the project manager. Then we can like see suggestions on who?

195 00:16:58.570 00:17:04.670 Nicolas Sucari: I don’t know where that is, but I think 18. Let me see eaten health.

196 00:17:05.240 00:17:10.210 Nicolas Sucari: So here you have project manager. You see, you can suggest here.

197 00:17:11.280 00:17:20.599 Nicolas Sucari: okay? And there were like, Yeah, you have like, these are the project managers. And if you add the skills that you want for this role, you will have like these suggestions for for everyone.

198 00:17:21.140 00:17:22.000 Uttam Kumaran: Okay.

199 00:17:22.730 00:17:24.569 Nicolas Sucari: I think that’s the different

200 00:17:24.790 00:17:40.570 Nicolas Sucari: thing you see here. If you wanna set up like the project. For, for example, Eden, we need a project manager. We need. Let me add a role as data analyst, right? We need, what else do we need an engineer

201 00:17:41.460 00:17:43.960 Nicolas Sucari: for Eden. So kind of this is

202 00:17:44.270 00:17:49.420 Nicolas Sucari: data analyst, that engineer, project manager, right? And analytics engineer. Maybe.

203 00:17:50.410 00:17:50.860 Uttam Kumaran: Yeah.

204 00:17:50.860 00:17:52.320 Nicolas Sucari: Where it’s here. Yeah.

205 00:17:52.450 00:18:14.000 Nicolas Sucari: So once you have like these kind of projects set up here, we need to add, like the estimation start of the project the end. And then you can like, suggest people in terms of the role and the required skills that you can add here. So for analytics, engineer. If I suggest, I can see, like all my analytics, engineers, that I have set up in the in the tool. And they can say, hey? I wanna choose. Look, okay. But

206 00:18:14.060 00:18:22.970 Nicolas Sucari: just check that. Luke has an assignation. Or this is like his free percentage of allocation for the different months. Right?

207 00:18:23.160 00:18:26.050 Nicolas Sucari: That’s how you can play with with it. Right?

208 00:18:29.250 00:18:30.720 Nicolas Sucari: But yeah, this is cool.

209 00:18:31.350 00:18:31.980 Nicolas Sucari: How you doing.

210 00:18:31.980 00:18:33.919 Uttam Kumaran: They don’t have an Api either.

211 00:18:35.060 00:18:36.060 Nicolas Sucari: Operating.

212 00:18:36.840 00:18:37.830 Uttam Kumaran: Yeah.

213 00:18:38.290 00:18:43.880 Uttam Kumaran: yeah, you’re start. You’re starting to talk me out of this. I mean, it’s not your fault. But like I’m still.

214 00:18:43.880 00:18:44.460 Nicolas Sucari: Trying to talk about.

215 00:18:44.460 00:18:45.550 Uttam Kumaran: Yourself out of this.

216 00:18:46.730 00:19:09.219 Nicolas Sucari: I don’t know. We can try it out for a month or 2. See how it goes. And if not, we can then obviously go back and check the the profiter of clock if I don’t know how that like. O, obviously, we need to look into the profiter and the scheduling feature there in clock, if I see how we can set up all of these ones. But yeah, I don’t know. It’s kind of the same.

217 00:19:09.410 00:19:15.260 Uttam Kumaran: Okay, let’s list out. Let’s list. We’ll we’ll let’s list out some questions we have and cause. Look there.

218 00:19:15.440 00:19:17.330 Uttam Kumaran: they’re here to win our business.

219 00:19:18.050 00:19:19.580 Uttam Kumaran: I want to use their tool.

220 00:19:19.580 00:19:20.260 Nicolas Sucari: Yeah.

221 00:19:20.580 00:19:46.369 Uttam Kumaran: 5 or $10. It’s like, I don’t care that much. I want this to work. I don’t want to think about this not working. And finally, I need this to be available to AI. Everything needs to be available to AI to and needs to be available for the AI team to be able to like do stuff with. So yeah, that’s 1 question. I mean, I’m basically gonna tell them, hey, we’re directly comparing you guys to

222 00:19:46.730 00:19:47.920 Uttam Kumaran: clockify pro.

223 00:19:48.900 00:19:49.929 Nicolas Sucari: Exactly. Yeah.

224 00:19:49.930 00:19:52.820 Uttam Kumaran: Which is where we already do our hours tracking.

225 00:19:53.350 00:19:59.740 Nicolas Sucari: Yeah. So in in order to have the hours here and the actual hours, like, we need to like

226 00:20:00.579 00:20:14.990 Nicolas Sucari: extract a file from click. If I loaded in here, I I needed to clean a lot of fields and columns from that sheet so that it could match in here. So yeah, it’s it was not like, so

227 00:20:16.280 00:20:19.759 Nicolas Sucari: yeah, so straightforward, like, we needed to do a lot of stuff.

228 00:20:19.880 00:20:27.330 Nicolas Sucari: But I don’t know if like, that was the 1st time. And now, if we need to add something else, it’s gonna be different. It’s gonna be easier.

229 00:20:27.610 00:20:30.070 Nicolas Sucari: But yeah, I don’t know. We need to try that.

230 00:20:30.070 00:20:33.159 Uttam Kumaran: Let’s keep going. It’s fine. I’m just learning a lot about like what we, because

231 00:20:33.530 00:20:41.305 Uttam Kumaran: I didn’t really spend much time thinking about until, like, I only had now the brain power to even sort of look this way. So okay, so let’s keep going on what we were doing. So we were

232 00:20:42.400 00:20:53.679 Nicolas Sucari: So. I was like assigning ABC, so Jana is 50% of his of her time here. That’s 20 HA week. That’s is that fine like he’s full time on ABC, right?

233 00:20:55.430 00:20:59.060 Uttam Kumaran: No, she’s not well. She only has

234 00:20:59.450 00:21:01.980 Uttam Kumaran: sorry. Not not full time part time, ABC,

235 00:21:01.980 00:21:13.520 Uttam Kumaran: part time on ABC, but so so I think. Let’s start with the Pm’s first.st The engineers, I think, will be a little wonky, so Amber is supposed to be split. So then so then I have another question like.

236 00:21:13.520 00:21:14.670 Nicolas Sucari: Okay. Yeah.

237 00:21:15.380 00:21:21.840 Uttam Kumaran: Part of everyone’s time is also, for, like the company meetings and stuff like that, like, we wanna like.

238 00:21:22.670 00:21:28.069 Uttam Kumaran: do we wanna like be like 10%. Everyone’s time goes to like company stuff or like.

239 00:21:28.250 00:21:32.560 Uttam Kumaran: do we want to sort of not talk about that? Or is that like something? Maybe I should ask Akash.

240 00:21:34.060 00:21:42.280 Nicolas Sucari: I think it’s something that we can ask. But if we’re gonna just spend like 10% on meeting, I I think that’s not worth to add here like this should be for

241 00:21:42.815 00:21:53.234 Nicolas Sucari: understanding allocation for clients. Firstly, right? Like, I I think, like, that’s the easy way to handle this, because if not, you’re gonna like split people across

242 00:21:53.860 00:22:07.860 Nicolas Sucari: a huge amount of projects inside here. I think it’s easier to understand. Hey, I I need a new. I. We’re having a new client. What are the people like who who is assigned to other clients and could, like actual be allocated on this one, too.

243 00:22:08.300 00:22:13.579 Nicolas Sucari: Everyone is gonna be like 2 h or yeah, I don’t know. 3 HA week in internal stuff, right?

244 00:22:13.580 00:22:19.420 Uttam Kumaran: Okay, yeah, yeah, okay, that’s fine. So let’s so amber is going to be split between stack. Blitz.

245 00:22:19.630 00:22:22.429 Uttam Kumaran: yeah. ABC, and pool parts.

246 00:22:22.690 00:22:25.569 Nicolas Sucari: Okay, so let me add her to stack, please.

247 00:22:26.680 00:22:29.690 Nicolas Sucari: And yeah, 30, 33, 33, whatever.

248 00:22:29.890 00:22:32.130 Uttam Kumaran: Or you could just do well.

249 00:22:33.370 00:22:40.529 Uttam Kumaran: you can just do whatever. So what is 40 divided by 3. It’s like 13. So 13 h.

250 00:22:40.530 00:22:46.359 Nicolas Sucari: Yeah. But but if if that, what I was trying to do was I went into clockify. I.

251 00:22:46.360 00:22:49.540 Uttam Kumaran: Oh, what what is it now? Well, it’s not yeah, it’s not. What

252 00:22:49.540 00:22:51.959 Uttam Kumaran: is it? Now? It’s like what it I’m talking about, what it should be.

253 00:22:52.530 00:22:57.260 Nicolas Sucari: Okay, it should be like 33. But is that real like.

254 00:22:57.840 00:23:02.079 Uttam Kumaran: Oh, I mean, but like this is what I’m saying like, I don’t know what is real yet.

255 00:23:03.060 00:23:05.540 Uttam Kumaran: because she’s only she’s only been working for a week.

256 00:23:07.710 00:23:10.909 Uttam Kumaran: Right? So the report will show me what is real

257 00:23:11.630 00:23:15.079 Uttam Kumaran: versus what we planned like. This is just like what we planned.

258 00:23:16.490 00:23:19.860 Nicolas Sucari: So look she spent

259 00:23:21.577 00:23:28.169 Nicolas Sucari: on she spent like, yeah, only she’s been working only in this month, right? I’m looking here at clockify.

260 00:23:28.500 00:23:38.659 Nicolas Sucari: She spent 20 h on ABC. 20 h on brain like internally, and then like 3 h and pull parts and 1 h of stock lits, for now.

261 00:23:38.940 00:23:39.580 Uttam Kumaran: Okay.

262 00:23:40.630 00:23:42.839 Nicolas Sucari: And she’s been working yeah 50 h.

263 00:23:43.160 00:23:43.980 Nicolas Sucari: But like.

264 00:23:43.980 00:23:48.720 Uttam Kumaran: But that’s but that’s just like I don’t think that is representative of like what we want.

265 00:23:49.270 00:23:54.339 Nicolas Sucari: Okay, yeah. So you, you say, we want her on stock leads like 32% of her time.

266 00:23:57.060 00:23:58.770 Nicolas Sucari: Yeah, we can do wait.

267 00:24:00.760 00:24:06.299 Uttam Kumaran: Yeah, exactly, I mean, but also like, this is where I want to set it. Even.

268 00:24:06.400 00:24:12.250 Uttam Kumaran: I’m gonna work with the Pm’s to be like. Does this seem right? Because ABC is a little bit heavier than pool parts.

269 00:24:12.730 00:24:13.110 Nicolas Sucari: Exact time.

270 00:24:13.110 00:24:18.959 Uttam Kumaran: We’ll work with them. But for now let’s just consider. It even makes it makes it easy.

271 00:24:19.550 00:24:21.600 Nicolas Sucari: People, okay, so.

272 00:24:21.770 00:24:26.790 Uttam Kumaran: Cause we will do our best to plan. Once I look at the numbers, then we’ll adjust and we’ll have some sort of adjustment period.

273 00:24:28.100 00:24:31.179 Nicolas Sucari: Okay, so it’s 20 HA week, right?

274 00:24:33.330 00:24:34.010 Uttam Kumaran: Yes.

275 00:24:36.510 00:24:44.149 Nicolas Sucari: Maybe we can do so. It will be. For example, let’s do. Stack bridge is the

276 00:24:44.260 00:24:51.680 Nicolas Sucari: okay. Let’s do like 7, 7, 6, maybe that we have round numbers.

277 00:24:53.680 00:24:58.049 Nicolas Sucari: Sorry I need to, and, you know, open.

278 00:24:58.200 00:25:01.109 Nicolas Sucari: Please choose a start. Say, March.

279 00:25:03.760 00:25:08.960 Nicolas Sucari: So she needs okay, in March, 17% for pool parts.

280 00:25:09.340 00:25:13.139 Nicolas Sucari: We are saying, Okay, let’s go and say 7 HA week.

281 00:25:14.290 00:25:17.399 Nicolas Sucari: Starting also, let me see.

282 00:25:18.530 00:25:20.680 Nicolas Sucari: And for ABC

283 00:25:25.010 00:25:26.830 Nicolas Sucari: it’s 6 HA week. I think

284 00:25:30.660 00:25:33.889 Nicolas Sucari: it’s fine. And these is giving us

285 00:25:34.380 00:25:43.189 Nicolas Sucari: 7, 7, 14, 6, 20 HA week. Okay? And we have, like other 50%. So it’s more sorry we’re we’re doing like part time.

286 00:25:43.730 00:25:49.030 Nicolas Sucari: We need to allocate 40 HA week across all of these projects. Or you wanna add her to

287 00:25:49.450 00:25:50.150 Nicolas Sucari: other projects.

288 00:25:50.150 00:25:55.029 Uttam Kumaran: Yeah, I wanna allocate. That’s why I want to allocate the like. Just do it as like

289 00:25:55.290 00:25:56.860 Uttam Kumaran: 1313, 13.

290 00:25:57.400 00:25:58.419 Nicolas Sucari: Okay, let me do that.

291 00:25:58.420 00:26:01.730 Uttam Kumaran: Or 30, or what? How do you ever you get to the 100 here.

292 00:26:01.890 00:26:07.370 Nicolas Sucari: Yeah, yeah, like this, 14 and 14 h.

293 00:26:08.170 00:26:08.830 Uttam Kumaran: Yeah.

294 00:26:09.840 00:26:10.530 Nicolas Sucari: That’s why.

295 00:26:11.060 00:26:11.790 Uttam Kumaran: Perfect.

296 00:26:12.220 00:26:14.900 Nicolas Sucari: That’s a hundred percent. Yeah.

297 00:26:15.330 00:26:17.190 Uttam Kumaran: Oh, okay. Great. Yeah. Yeah. Yeah. Yeah. Okay.

298 00:26:17.740 00:26:21.760 Nicolas Sucari: She’s 100% and is ABC for yeah, Steven.

299 00:26:21.760 00:26:26.929 Uttam Kumaran: Stephen. It’s going to be Eden and Javi.

300 00:26:27.680 00:26:29.539 Uttam Kumaran: and it’ll just be 2020.

301 00:26:31.020 00:26:31.969 Nicolas Sucari: Yeah.

302 00:26:38.170 00:26:43.110 Nicolas Sucari: alright, well, and this is okay.

303 00:26:44.090 00:26:45.029 Nicolas Sucari: This is easy.

304 00:26:45.030 00:26:47.430 Uttam Kumaran: Well, actually, it shouldn’t. Well.

305 00:26:48.060 00:26:53.880 Uttam Kumaran: actually, I don’t. Actually, it should be just 10 on like, okay, whatever let’s just do whatever it is.

306 00:26:54.570 00:26:56.670 Uttam Kumaran: No, no! Tell me it should be what

307 00:26:56.840 00:27:04.439 Uttam Kumaran: like I would say it should be 20 on Eden. It should be 10 on Javi, and then he has room for one more.

308 00:27:04.790 00:27:06.280 Nicolas Sucari: Exactly. Yeah, we like to start.

309 00:27:06.280 00:27:06.610 Uttam Kumaran: That.

310 00:27:07.310 00:27:08.780 Nicolas Sucari: Let’s do like that.

311 00:27:09.780 00:27:15.799 Nicolas Sucari: So you’ll see that he’s 75% allocated, and he still has room for one more for 10 h more.

312 00:27:16.450 00:27:17.070 Uttam Kumaran: Yeah.

313 00:27:17.490 00:27:19.629 Nicolas Sucari: Okay? And then you have a cache.

314 00:27:22.050 00:27:25.040 Nicolas Sucari: Akash is gonna be on a specific project or not at all.

315 00:27:27.645 00:27:28.500 Uttam Kumaran: Akash

316 00:27:31.090 00:27:38.590 Uttam Kumaran: right now, I would. I would say it’s 10 h. Well, he’s he’s helping both internally and like about 10 h on Eden.

317 00:27:39.820 00:27:42.870 Uttam Kumaran: or like this is where I guess, like I.

318 00:27:50.310 00:27:51.020 Nicolas Sucari: We can do the.

319 00:27:51.020 00:27:58.350 Uttam Kumaran: I’ll just put what I’ll put whatever I’m gonna we’ll talk to them and I’ll I’ve I’ve I have. We have a meeting with them later to find. Learn a bunch of stuff about this.

320 00:27:59.620 00:28:02.970 Nicolas Sucari: So let’s say how many hours for Eden? 10 h, for example.

321 00:28:05.000 00:28:05.710 Uttam Kumaran: Yeah.

322 00:28:06.580 00:28:11.059 Nicolas Sucari: So it’s 10 h internally, 10 h in Eden is 50% of her time of his time.

323 00:28:11.060 00:28:15.390 Uttam Kumaran: He’s not working 40 h, though he’s only working 20. He only has 20 h available.

324 00:28:16.190 00:28:20.800 Nicolas Sucari: He only has 20 h available. Okay, so to do that, we need to go here.

325 00:28:21.210 00:28:23.950 Nicolas Sucari: go to the Directory, go to Akash.

326 00:28:23.950 00:28:25.900 Uttam Kumaran: I kind of follow now. Okay, so let me.

327 00:28:25.900 00:28:26.440 Nicolas Sucari: Don’t worry, man.

328 00:28:26.440 00:28:28.789 Uttam Kumaran: Want to work on doing a couple days.

329 00:28:28.790 00:28:30.220 Nicolas Sucari: Not individual hours.

330 00:28:30.690 00:28:33.140 Uttam Kumaran: Yeah, why is this filters thing? Not working.

331 00:28:34.780 00:28:35.639 Nicolas Sucari: I don’t know.

332 00:28:39.470 00:28:44.249 Nicolas Sucari: So 20 HA week, and if I go back to Timeline now, I can see a cache.

333 00:28:44.900 00:28:52.729 Nicolas Sucari: and I need to change these to be 10 h and 10 h.

334 00:28:52.960 00:28:57.389 Nicolas Sucari: That’s it. He has 100%, because he has only 20 HA week.

335 00:28:58.690 00:28:59.510 Nicolas Sucari: Okay.

336 00:29:01.980 00:29:06.930 Uttam Kumaran: Okay, and you’re in time. You’re in time. You’re in. Still, in timeline view.

337 00:29:07.210 00:29:08.090 Nicolas Sucari: On. Yeah.

338 00:29:08.090 00:29:16.010 Nicolas Sucari: timeline view for people filtering only project manager, I can clean this up. And now we can filter. For example, data engineers. If you want.

339 00:29:16.360 00:29:20.209 Uttam Kumaran: Okay. So I’m I’m just gonna go through and try to assign everyone right now.

340 00:29:21.650 00:29:22.120 Nicolas Sucari: Okay.

341 00:29:22.120 00:29:29.950 Uttam Kumaran: That whale that way. We have it so Halim is available as a.

342 00:29:31.360 00:29:33.969 Nicolas Sucari: Content. Yeah, I added, like content manager.

343 00:29:38.240 00:29:40.969 Uttam Kumaran: Okay, can we rename it like, who else.

344 00:29:40.970 00:29:41.390 Nicolas Sucari: Yeah, yeah.

345 00:29:41.390 00:29:42.200 Uttam Kumaran: Manager.

346 00:29:42.930 00:29:43.580 Nicolas Sucari: I think nobody.

347 00:29:43.580 00:29:44.040 Uttam Kumaran: 40.

348 00:29:44.040 00:29:46.330 Uttam Kumaran: Can you rename it to just like web developers.

349 00:29:46.330 00:29:48.249 Nicolas Sucari: Ryan Ryan is content manager, too.

350 00:29:48.250 00:29:51.599 Uttam Kumaran: Okay, can we can we create another one that’s just like web developer role.

351 00:29:52.050 00:29:56.310 Nicolas Sucari: Yeah, of course, role. Let’s change the role.

352 00:29:56.540 00:29:58.100 Nicolas Sucari: Remove this role.

353 00:29:59.690 00:30:02.940 Nicolas Sucari: Okay, I need to go to settings roles.

354 00:30:03.160 00:30:06.909 Nicolas Sucari: It’s all about this like roles, and you can add them seniority, too.

355 00:30:07.320 00:30:10.959 Nicolas Sucari: So I’m gonna add a neural web developer right.

356 00:30:15.060 00:30:17.869 Nicolas Sucari: And we can add, if that role is billable or not billable.

357 00:30:20.420 00:30:22.570 Nicolas Sucari: So that’s what I’m missing, too.

358 00:30:22.860 00:30:26.129 Nicolas Sucari: But let me update this to nonviable.

359 00:30:26.280 00:30:32.680 Nicolas Sucari: I’m gonna go to the directory now go to Halim. Add him as web developer.

360 00:30:33.550 00:30:36.350 Nicolas Sucari: Okay, Halim is working. How many hours.

361 00:30:40.170 00:30:40.770 Uttam Kumaran: 10 h.

362 00:30:40.770 00:30:42.930 Nicolas Sucari: So we 10 HA week only.

363 00:30:42.930 00:30:43.570 Uttam Kumaran: Yeah.

364 00:30:46.420 00:30:49.179 Nicolas Sucari: Let me set this January

365 00:30:51.980 00:30:58.539 Nicolas Sucari: 10 HA week. So if I go to Timeline now, I have holding here, we have only 10 h available for him. And

366 00:30:58.870 00:31:02.919 Nicolas Sucari: what project should I add him to like internally right.

367 00:31:05.226 00:31:09.919 Uttam Kumaran: Just the just like the yeah, he’s part of just he’s part of brand design.

368 00:31:10.970 00:31:14.920 Nicolas Sucari: Okay, brand design allocation, 100%.

369 00:31:14.920 00:31:15.430 Uttam Kumaran: Yeah.

370 00:31:16.060 00:31:25.139 Nicolas Sucari: I don’t know why it says 40 h, but it should be less. Let’s say this from January. Yeah. Okay, 110 HA week. That’s fine.

371 00:31:26.170 00:31:27.879 Nicolas Sucari: Okay, that’s great.

372 00:31:30.670 00:31:33.290 Nicolas Sucari: It bugs sometimes. Look at this.

373 00:31:37.180 00:31:38.170 Uttam Kumaran: Then go.

374 00:31:38.800 00:31:44.350 Nicolas Sucari: No, yeah, yeah, it goes. But I don’t know what happened, and it stuck in here doing some.

375 00:31:44.350 00:31:47.989 Uttam Kumaran: Oh, what the heck!

376 00:31:49.450 00:31:50.080 Nicolas Sucari: Let me see if.

377 00:31:50.080 00:31:55.009 Uttam Kumaran: It’s on my side. So haleem. Yeah, I see 100 of 10 HA week on brand design. Okay?

378 00:31:55.860 00:32:03.920 Uttam Kumaran: So then, Anne, I’m gonna also add her as a designer to brand design, she is at a hundred percent allocation

379 00:32:04.590 00:32:06.040 Uttam Kumaran: and statuses.

380 00:32:06.040 00:32:06.680 Nicolas Sucari: Just.

381 00:32:06.940 00:32:07.440 Uttam Kumaran: Alright!

382 00:32:07.440 00:32:11.470 Nicolas Sucari: Remember that if you if you’re gonna add someone as

383 00:32:11.690 00:32:17.629 Nicolas Sucari: a hundred percent location like Annie’s working 40 h, or how many hours a week.

384 00:32:17.630 00:32:19.569 Uttam Kumaran: 20 h.

385 00:32:19.900 00:32:21.129 Nicolas Sucari: Okay, so I need to go.

386 00:32:21.130 00:32:24.979 Uttam Kumaran: But I can, but I can do that, but I can allocate her, and then we can go back and do this right.

387 00:32:25.320 00:32:36.169 Nicolas Sucari: No, because if I do, I tried doing that. But then, when I change the available hours, it it automatically change the percentage allocation and reduces to keep like the.

388 00:32:36.170 00:32:37.020 Uttam Kumaran: The same person.

389 00:32:37.870 00:32:38.460 Nicolas Sucari: Oh!

390 00:32:39.052 00:32:43.569 Uttam Kumaran: Let’s then let’s do this. Then let’s probably do that. First.st Let me go through everybody.

391 00:32:44.170 00:32:46.989 Nicolas Sucari: Yeah, okay, so and 20 h, okay.

392 00:32:47.620 00:32:49.159 Uttam Kumaran: So where you’re in users.

393 00:32:49.570 00:32:52.850 Nicolas Sucari: You need to go to now. Here, Directory.

394 00:32:52.980 00:32:55.350 Nicolas Sucari: like, if you click on the top right directory.

395 00:32:55.350 00:32:55.900 Uttam Kumaran: Okay.

396 00:32:56.220 00:33:05.989 Nicolas Sucari: Then you need to go each of them like I just modify. I just created the one for. And if you click on a wish you’re gonna see here, scroll down.

397 00:33:05.990 00:33:11.970 Uttam Kumaran: Let me give you. Let me give you a scenario. We have some people that right now

398 00:33:12.550 00:33:17.969 Uttam Kumaran: I like I’m I’m only like some like, for example, has, like

399 00:33:18.180 00:33:21.760 Uttam Kumaran: technically, he can work 40 h. I’ve only told him that like

400 00:33:22.510 00:33:28.059 Uttam Kumaran: work 20, because we haven’t been able to assign like, I’m not confident, yet we can move into more than one client.

401 00:33:28.330 00:33:31.900 Uttam Kumaran: Should I leave them as 40 or like?

402 00:33:33.080 00:33:34.180 Uttam Kumaran: I think I think.

403 00:33:34.180 00:33:34.840 Nicolas Sucari: So.

404 00:33:34.840 00:33:37.520 Uttam Kumaran: So, I think probably. Yes, right cause we should see that like.

405 00:33:37.520 00:33:37.835 Nicolas Sucari: Yep.

406 00:33:38.150 00:33:39.590 Uttam Kumaran: Why are we? Why should we?

407 00:33:39.590 00:33:40.190 Uttam Kumaran: He’s available?

408 00:33:40.190 00:33:40.810 Uttam Kumaran: And then.

409 00:33:41.190 00:33:45.489 Nicolas Sucari: Exactly. Yeah, so he, we can leave him at 40 h. That’s fine.

410 00:33:45.770 00:33:48.790 Nicolas Sucari: What about Bo? Bo is full time.

411 00:33:48.960 00:33:54.159 Uttam Kumaran: Bo is still. Yeah, he has 40 h. We’re just. He’s only allocated 10 HA week to

412 00:33:54.280 00:33:55.800 Uttam Kumaran: to pull parts right now.

413 00:33:56.260 00:34:06.789 Nicolas Sucari: That’s perfect. I mean, when when you said all of that, and you just assign the percentage that they are they are spending on on clients. You’re gonna see how how much time there there is left for each of them.

414 00:34:07.540 00:34:14.729 Uttam Kumaran: Great Kyle Kyle is also 40. Sahana is. So let me change Sahana. So

415 00:34:15.040 00:34:19.249 Uttam Kumaran: within the person. Where do I go to? To change their.

416 00:34:19.480 00:34:27.549 Nicolas Sucari: Employment here, scroll down where it says employment, and there is a button called individual working hours.

417 00:34:28.239 00:34:28.969 Nicolas Sucari: Right?

418 00:34:30.769 00:34:34.960 Nicolas Sucari: If you click that, you can add like, that’s hours per week.

419 00:34:35.110 00:34:35.830 Nicolas Sucari: So.

420 00:34:35.830 00:34:36.400 Uttam Kumaran: Okay.

421 00:34:36.940 00:34:42.529 Nicolas Sucari: She’s 20 just at 20. There, choose a start date. I’m I’m using like this year

422 00:34:42.679 00:34:44.840 Nicolas Sucari: for folks that were working

423 00:34:44.980 00:34:53.100 Nicolas Sucari: all this year. And yeah, if the ones that are yeah started like this month, I just added, like this month.

424 00:34:53.310 00:34:57.609 Uttam Kumaran: Okay, okay, we can do that for Sahana.

425 00:35:04.880 00:35:08.310 Nicolas Sucari: I didn’t set a role for you or Robert, so if you.

426 00:35:08.310 00:35:09.390 Uttam Kumaran: And what is it?

427 00:35:09.390 00:35:13.469 Nicolas Sucari: We know what group is.

428 00:35:13.470 00:35:14.570 Uttam Kumaran: That’s another.

429 00:35:15.300 00:35:16.070 Uttam Kumaran: Bang!

430 00:35:17.150 00:35:17.959 Nicolas Sucari: Where it says, group.

431 00:35:17.960 00:35:21.699 Uttam Kumaran: Another option cause it would be nice to group people as like.

432 00:35:24.030 00:35:31.829 Nicolas Sucari: Where are you seeing the group? Oh, here, yeah, you we can group people like we have like one team called Brain Forge. I don’t know. We can group people by

433 00:35:32.170 00:35:33.270 Nicolas Sucari: by different.

434 00:35:33.270 00:35:35.280 Uttam Kumaran: Can we do something as like a

435 00:35:39.060 00:35:40.900 Nicolas Sucari: Part-time full time, something like that.

436 00:35:41.290 00:35:48.859 Uttam Kumaran: Even part-time, almost like contractors. Yeah. External contractors.

437 00:35:49.830 00:35:52.930 Nicolas Sucari: Let me see groups.

438 00:35:55.120 00:35:58.979 Nicolas Sucari: Yeah, it is. I think it was more like.

439 00:35:59.300 00:36:08.580 Nicolas Sucari: yeah, you say, here, it says, different department teams or offices. I think they are using this like, if they are working like in a different office, we can do it. But yeah, we can do contractors

440 00:36:08.700 00:36:09.410 Nicolas Sucari: right?

441 00:36:10.010 00:36:11.359 Uttam Kumaran: Do a X.

442 00:36:16.300 00:36:24.090 Uttam Kumaran: Yeah, just do external contractors for now and then we can put like Jacob pious Sahana in there.

443 00:36:26.900 00:36:30.109 Uttam Kumaran: Okay, I’m starting to kind of understand what’s going on here.

444 00:36:38.160 00:36:38.680 Uttam Kumaran: I need.

445 00:36:38.680 00:36:39.120 Nicolas Sucari: And you.

446 00:36:39.120 00:36:41.029 Uttam Kumaran: 4 days with this I’ll be good.

447 00:36:41.680 00:36:42.330 Nicolas Sucari: Yeah, yeah.

448 00:36:42.330 00:36:48.680 Uttam Kumaran: But I do. But I do really. Wanna I’m gonna I need. We need to. I need to know there’s an Api for this or it’s coming, because otherwise it’s like.

449 00:36:49.230 00:36:49.809 Nicolas Sucari: It’s gonna be.

450 00:36:49.810 00:36:54.680 Uttam Kumaran: I’m gonna shoot our. I’m gonna shoot future self the in the face, you know. If we don’t have that.

451 00:36:56.840 00:37:00.284 Nicolas Sucari: Yeah, I’m pretty sure. I asked him, and they said, Yeah, but I I

452 00:37:04.900 00:37:10.509 Uttam Kumaran: I mean, honestly, I’m gonna I’m gonna add me and Robert as like

453 00:37:13.740 00:37:14.410 Uttam Kumaran: on.

454 00:37:14.410 00:37:16.440 Nicolas Sucari: Create a different role.

455 00:37:16.440 00:37:18.500 Uttam Kumaran: Can you create a role for product owner?

456 00:37:19.010 00:37:21.100 Nicolas Sucari: Yeah, on it.

457 00:37:22.460 00:37:24.020 Uttam Kumaran: I mean, I’m gonna I’m gonna

458 00:37:24.210 00:37:28.600 Uttam Kumaran: both of us are still working on clients. So I want to see that there.

459 00:37:29.060 00:37:32.879 Uttam Kumaran: And I want there to be that’s like this is actually where we see.

460 00:37:32.990 00:37:38.040 Uttam Kumaran: Okay, shit, we’re still work. Me and him are still working on stuff, you know.

461 00:37:40.630 00:37:42.699 Nicolas Sucari: That’s it. You should be able to see it now.

462 00:37:44.290 00:37:44.850 Uttam Kumaran: Okay.

463 00:37:46.020 00:37:55.010 Nicolas Sucari: And if we wanna like level up these later, we have seniorities. You can create, like Junior semi, senior or analyst data analysts.

464 00:37:55.260 00:37:57.560 Nicolas Sucari: And all of that, engineers.

465 00:37:58.110 00:37:58.760 Uttam Kumaran: Okay.

466 00:38:04.340 00:38:07.750 Nicolas Sucari: These skills are wrong. I need to remove this.

467 00:38:13.690 00:38:15.780 Uttam Kumaran: Nice. Okay, solid.

468 00:38:18.530 00:38:21.070 Uttam Kumaran: I wish they okay.

469 00:38:22.500 00:38:26.700 Uttam Kumaran: I mean, they should put more columns in this directory thing.

470 00:38:27.410 00:38:28.680 Nicolas Sucari: Yeah, yeah.

471 00:38:28.680 00:38:31.219 Uttam Kumaran: The fuck. They should make this easier to edit here.

472 00:38:31.220 00:38:36.320 Nicolas Sucari: Or or you should be able to add columns as you need. Right.

473 00:38:38.160 00:38:39.380 Uttam Kumaran: Yeah, I agree.

474 00:38:40.100 00:38:45.360 Nicolas Sucari: So do you wanna external contractors just in that group, right? And I can remove them from Brainforge

475 00:38:45.590 00:38:46.940 Nicolas Sucari: like Jacob.

476 00:38:50.150 00:39:00.050 Uttam Kumaran: Yeah, and I would change brain forge to like something, name it like employees.

477 00:39:01.880 00:39:05.030 Nicolas Sucari: Okay, employees update.

478 00:39:06.260 00:39:07.250 Nicolas Sucari: There you go.

479 00:39:07.970 00:39:11.990 Nicolas Sucari: Now in directories. They’re all employees, and we need to take.

480 00:39:11.990 00:39:12.770 Uttam Kumaran: Yeah.

481 00:39:13.460 00:39:16.669 Nicolas Sucari: So Hannah is gonna be external contractor.

482 00:39:18.530 00:39:19.550 Nicolas Sucari: It’s fine.

483 00:39:21.430 00:39:22.640 Nicolas Sucari: Who else?

484 00:39:28.550 00:39:29.670 Nicolas Sucari: Yeah.

485 00:39:33.130 00:39:36.589 Nicolas Sucari: yeah, this this page or this screen of people.

486 00:39:36.870 00:39:42.630 Nicolas Sucari: the directory. It’s like we need to send some feedback, and they need to improve it.

487 00:40:00.050 00:40:04.429 Nicolas Sucari: What I was trying to figure out is how to add the rates of each person

488 00:40:05.270 00:40:07.970 Nicolas Sucari: so that we can get into the financials.

489 00:40:10.750 00:40:12.489 Uttam Kumaran: There’s option to do that here, too.

490 00:40:13.290 00:40:24.739 Nicolas Sucari: There’s yeah. There should be an option. If you go to reports. I think we should be able to see, or there was a setting. Financials enable financials, you see.

491 00:40:24.920 00:40:27.050 Nicolas Sucari: like what should be like mobile.

492 00:40:27.790 00:40:33.240 Uttam Kumaran: Oh, so okay, you enabled it. And then where do I? So I can put it in on for people.

493 00:40:33.730 00:40:39.099 Nicolas Sucari: That’s what I’m trying to do. Yeah, let me see if I can add us dollars here.

494 00:40:40.340 00:40:41.389 Nicolas Sucari: Where’s teeth?

495 00:40:42.670 00:40:44.450 Nicolas Sucari: Why, we don’t have us dollar.

496 00:40:54.110 00:41:00.220 Nicolas Sucari: Okay, us dollars is not as a currency. So you’re gonna start paying in euros. Okay?

497 00:41:04.260 00:41:05.900 Uttam Kumaran: What really.

498 00:41:05.900 00:41:08.369 Nicolas Sucari: I don’t know. Yeah, I can see.

499 00:41:08.370 00:41:09.479 Uttam Kumaran: Type in Usd.

500 00:41:10.010 00:41:11.780 Nicolas Sucari: No not computers.

501 00:41:12.370 00:41:13.640 Uttam Kumaran: Wait type of capital.

502 00:41:15.120 00:41:15.939 Uttam Kumaran: Capital. U.

503 00:41:15.940 00:41:17.649 Nicolas Sucari: No, no, no, no.

504 00:41:18.570 00:41:19.390 Uttam Kumaran: What?

505 00:41:20.360 00:41:21.460 Nicolas Sucari: This is weird.

506 00:41:22.220 00:41:23.219 Uttam Kumaran: Scroll all the way down.

507 00:41:23.220 00:41:25.580 Nicolas Sucari: See right?

508 00:41:27.240 00:41:31.999 Nicolas Sucari: No dude. There’s nothing type. The 1st type.

509 00:41:32.000 00:41:32.790 Uttam Kumaran: You.

510 00:41:33.530 00:41:37.670 Nicolas Sucari: Yeah, Australian dollars.

511 00:41:37.850 00:41:38.580 Uttam Kumaran: What?

512 00:41:39.980 00:41:40.870 Uttam Kumaran: Okay?

513 00:41:42.330 00:41:44.380 Nicolas Sucari: Lovely message, Laurie.

514 00:41:56.040 00:41:59.650 Uttam Kumaran: Okay, I’m not as worried about the financials like

515 00:42:00.130 00:42:04.689 Uttam Kumaran: I mean, I I’ll you know I I am worried. But this is more.

516 00:42:04.930 00:42:09.990 Uttam Kumaran: My worry is more to just see everybody across. So let’s let’s take. Let’s take a look at the timeline. Now.

517 00:42:10.950 00:42:11.570 Nicolas Sucari: Yeah.

518 00:42:16.180 00:42:20.589 Uttam Kumaran: Okay. So Ann Narito is on brand design.

519 00:42:21.430 00:42:24.299 Uttam Kumaran: It is a hundred percent allocated. There.

520 00:42:24.960 00:42:29.520 Nicolas Sucari: Yeah, I am not seeing like he’s did you? Added her to the project.

521 00:42:29.520 00:42:31.290 Uttam Kumaran: I haven’t added her yet, but.

522 00:42:31.290 00:42:32.279 Nicolas Sucari: Oh, okay. Okay.

523 00:42:32.660 00:42:37.289 Uttam Kumaran: It still says on my screen that she’s only available so and.

524 00:42:37.762 00:42:39.179 Nicolas Sucari: 20 h. Yeah.

525 00:42:39.580 00:42:42.580 Uttam Kumaran: As a yeah, add to brand design.

526 00:42:43.180 00:42:47.100 Uttam Kumaran: But if I say 100% allocation, it says 20, it says 40 h. Still.

527 00:42:48.700 00:42:52.620 Nicolas Sucari: Maybe it’s not updated. Just try try doing a hundred percent and see what happens.

528 00:42:52.620 00:42:53.370 Nicolas Sucari: So it’s fine.

529 00:42:53.370 00:42:56.460 Nicolas Sucari: It’s gonna I think it’s gonna update automatically

530 00:42:58.910 00:43:01.000 Nicolas Sucari: or try refreshing the screen. Maybe

531 00:43:01.890 00:43:06.019 Nicolas Sucari: if not, I’m gonna okay, yeah. 100% brandy, small.

532 00:43:06.020 00:43:11.740 Uttam Kumaran: Working hours. During this allocation we recommend splitting allocation when working hours change.

533 00:43:12.000 00:43:14.539 Nicolas Sucari: Oh, no, wait! Let me go back to the directory.

534 00:43:19.630 00:43:22.610 Nicolas Sucari: Let me see. Start date.

535 00:43:26.430 00:43:27.390 Uttam Kumaran: Oh, yeah, maybe.

536 00:43:28.480 00:43:30.480 Nicolas Sucari: Maybe because of the dates. Wait.

537 00:43:31.700 00:43:38.140 Nicolas Sucari: And yeah, just start date as January here, save

538 00:43:39.410 00:43:41.570 Nicolas Sucari: yeah, no, that’s it. I think.

539 00:43:44.880 00:43:46.400 Nicolas Sucari: Yeah, I think that’s it.

540 00:43:54.780 00:43:56.009 Nicolas Sucari: What is this?

541 00:44:05.090 00:44:11.380 Nicolas Sucari: I think I know what happened with the brand design open details of this project.

542 00:44:12.870 00:44:15.390 Nicolas Sucari: Yeah, this is because of this. Okay.

543 00:44:15.880 00:44:20.089 Nicolas Sucari: I didn’t have a start date of the project, you should be able to see it.

544 00:44:20.990 00:44:22.229 Nicolas Sucari: Good. Now, I think.

545 00:44:29.580 00:44:31.980 Uttam Kumaran: Nice. Okay, this is getting better.

546 00:44:33.250 00:44:38.689 Uttam Kumaran: So let’s take a look like for. Okay.

547 00:44:41.780 00:44:45.539 Uttam Kumaran: so what does it say when this is orange?

548 00:44:46.310 00:44:48.210 Nicolas Sucari: When is it you’re looking at? Pay us.

549 00:44:48.610 00:44:49.370 Uttam Kumaran: Yeah.

550 00:44:49.900 00:44:56.709 Nicolas Sucari: So what’s happening there is that Payas is being over allocated in terms of like his available hours.

551 00:44:57.788 00:45:04.360 Nicolas Sucari: He has. For example, he has like we. Where in which project are you, Javi, or Oparts, or you’re in.

552 00:45:04.360 00:45:09.570 Uttam Kumaran: You know, I’m looking at the Javi project. But for now he’s basically.

553 00:45:10.420 00:45:13.660 Uttam Kumaran: But can I? Oh, so okay. So I can look at

554 00:45:14.390 00:45:17.759 Uttam Kumaran: highest one of 3 days left.

555 00:45:20.370 00:45:25.369 Nicolas Sucari: Yeah, don’t. Don’t look at the days. Just look at the

556 00:45:25.540 00:45:32.930 Nicolas Sucari: like. If you go to people you click on pay us. You’re gonna see that he has only 10 HA week available to work right.

557 00:45:34.480 00:45:35.060 Uttam Kumaran: Okay.

558 00:45:35.280 00:45:41.740 Uttam Kumaran: hey, Nika, I have to run to this ABC meeting. But let me. I’m gonna keep slacking because I’m not going to be talking in that I’m gonna keep working on this.

559 00:45:42.540 00:45:43.150 Nicolas Sucari: Okay.

560 00:45:43.370 00:45:44.220 Uttam Kumaran: Okay. Okay. Okay.

561 00:45:49.770 00:45:51.040 Nicolas Sucari: Let me!