Meeting Title: Time Allocations Prep Date: 2025-07-28 Meeting participants: Rico Rejoso, Amber Lin
WEBVTT
1 00:03:09.060 ⇒ 00:03:10.120 Amber Lin: Hi! There!
2 00:03:12.770 ⇒ 00:03:14.059 Rico Rejoso: Amber. How are you.
3 00:03:14.900 ⇒ 00:03:15.655 Amber Lin: Tired.
4 00:03:17.013 ⇒ 00:03:17.979 Rico Rejoso: One day.
5 00:03:17.980 ⇒ 00:03:21.779 Amber Lin: Well, I bet you are, too. It’s quite late for you.
6 00:03:22.830 ⇒ 00:03:27.380 Rico Rejoso: Yeah, I checked your calendar. You were swamped with a lot of meeting meetings for today.
7 00:03:27.952 ⇒ 00:03:35.390 Amber Lin: I was was it helpful that I joined the marketing? Stand up.
8 00:03:35.810 ⇒ 00:03:41.969 Rico Rejoso: Yeah. To be honest, I don’t know how to start the marketing meetings.
9 00:03:43.330 ⇒ 00:03:45.110 Amber Lin: The operating meeting.
10 00:03:45.900 ⇒ 00:03:51.240 Rico Rejoso: I mean, the marketing planning. A while ago I.
11 00:03:51.240 ⇒ 00:03:51.860 Amber Lin: Oh no!
12 00:03:51.860 ⇒ 00:03:53.019 Rico Rejoso: How to start that.
13 00:03:54.260 ⇒ 00:04:02.029 Amber Lin: I know I’m sorry I left you a little bit stranded, but I think you did really. Well. Did the sop help.
14 00:04:02.940 ⇒ 00:04:07.610 Rico Rejoso: Yeah, I I was looking at it. Actually, I had the same idea. And how to start like.
15 00:04:08.000 ⇒ 00:04:25.799 Rico Rejoso: ask with them regarding the projects that needs to be prioritized. But after, I mean, I went through with the tickets and everything. I think there’s no like specific projects that they’re looking into, and rather they would like look into the issues instead.
16 00:04:25.950 ⇒ 00:04:26.920 Rico Rejoso: Since.
17 00:04:26.920 ⇒ 00:04:28.080 Amber Lin: I see.
18 00:04:28.080 ⇒ 00:04:31.599 Rico Rejoso: There’s a lot of pending per project, if not mistaken.
19 00:04:31.600 ⇒ 00:04:39.260 Amber Lin: That’s true. You know what I think. We can edit the edit. The sops to look, to say, instead of look at.
20 00:04:39.510 ⇒ 00:04:45.445 Amber Lin: like prioritize the different projects. We can look at the ones currently
21 00:04:46.290 ⇒ 00:04:49.870 Amber Lin: in progress and see if we need to adjust anything.
22 00:04:51.468 ⇒ 00:04:56.779 Amber Lin: Let me edit that real quick. So we’ll say, Go to project view.
23 00:05:01.930 ⇒ 00:05:09.860 Amber Lin: if current projects or so.
24 00:05:33.190 ⇒ 00:05:34.190 Amber Lin: Okay.
25 00:05:40.700 ⇒ 00:05:42.140 Amber Lin: oh.
26 00:05:50.820 ⇒ 00:05:51.700 Amber Lin: okay.
27 00:05:52.712 ⇒ 00:06:06.330 Amber Lin: sounds good. We’ll change this. I think we can work on this sop together? As we do more rituals. I think both of us can edit them and see how they are.
28 00:06:06.890 ⇒ 00:06:22.920 Amber Lin: Usually I do this project for you. Because client for client projects, there’s a lot less that we’re doing. So it’s a lot easier. But maybe for internal ones it will be a bit different, because they just have a lot of just ongoing things.
29 00:06:23.260 ⇒ 00:06:24.200 Rico Rejoso: Yes.
30 00:06:24.650 ⇒ 00:06:25.360 Amber Lin: Okay.
31 00:06:25.560 ⇒ 00:06:34.440 Amber Lin: yeah. Anytime feel free to edit. If you want me to review any edits you make just tag me. And then we can always change things here.
32 00:06:34.760 ⇒ 00:06:39.180 Rico Rejoso: Sure. I’ll put in a comment, if, in case just to make sure just to keep the original one.
33 00:06:39.720 ⇒ 00:06:41.620 Amber Lin: Okay, sounds good.
34 00:06:44.630 ⇒ 00:06:50.960 Amber Lin: Okay, let’s go here. I know you wrote this, and this is great cause. Then we can
35 00:06:51.470 ⇒ 00:06:57.430 Amber Lin: check if things are existing. So
36 00:06:57.650 ⇒ 00:07:01.069 Amber Lin: do you want to run this meeting? Because I know you wrote the Sop.
37 00:07:01.730 ⇒ 00:07:04.039 Amber Lin: and then we can. Okay, thank you.
38 00:07:04.300 ⇒ 00:07:05.020 Rico Rejoso: It’s very nice.
39 00:07:05.020 ⇒ 00:07:06.930 Amber Lin: Do a little bit that.
40 00:07:06.930 ⇒ 00:07:08.220 Rico Rejoso: Understood no worries.
41 00:07:08.220 ⇒ 00:07:09.080 Amber Lin: So.
42 00:07:10.740 ⇒ 00:07:13.820 Rico Rejoso: Yeah, let me just share my screen real quick.
43 00:07:14.270 ⇒ 00:07:23.740 Rico Rejoso: So I just based it on the one that you I mean the ticket that the one that you sent me last week. I created a ticket for it and created the sop.
44 00:07:23.910 ⇒ 00:07:24.770 Amber Lin: Yay!
45 00:07:26.480 ⇒ 00:07:41.070 Rico Rejoso: But this is all. Are all drafts for now. We haven’t finalized this one yet, but I’ve also checked some of the stuff like for clockify and the operating app they all match. There’s just one.
46 00:07:41.370 ⇒ 00:07:48.310 Rico Rejoso: I mean, I have like a suggestion for the operating absence. We can, like put in the rates of per client.
47 00:07:48.310 ⇒ 00:07:51.690 Amber Lin: That’s what I was thinking, too. That will make our lives a lot easier.
48 00:07:51.880 ⇒ 00:07:57.024 Rico Rejoso: Yeah. But I think it’s also better that we have, like, you know,
49 00:07:57.890 ⇒ 00:08:13.919 Rico Rejoso: more more like of a database of of all those data from the operating, although operating is convenient to use to be honest. But the fact that I think there are some missing information that we can have on the spreadsheet, then not on the operating.
50 00:08:14.150 ⇒ 00:08:21.049 Rico Rejoso: So we can do that one as well. So I can create create one. Then you can just fill it fill it up the same time.
51 00:08:21.170 ⇒ 00:08:28.913 Rico Rejoso: Add, like the team members who are assigned for it, because I think the only issue right now on in operating. Is that
52 00:08:29.470 ⇒ 00:08:34.500 Rico Rejoso: I’m not sure if it’s updated with with the current projects that we have. If I yesterday
53 00:08:34.500 ⇒ 00:08:37.820 Rico Rejoso: and all the team members assigned to that projects.
54 00:08:38.080 ⇒ 00:08:47.189 Amber Lin: Yeah, I think we can. We can do that today. Since we’re doing this prep, do you want to write down that you’re making the spreadsheet? Or do you already have it.
55 00:08:48.244 ⇒ 00:08:54.560 Rico Rejoso: I started. I mean, I created a draft already. I haven’t finalized it yet since I was thinking of what to input in.
56 00:08:54.920 ⇒ 00:09:08.050 Amber Lin: Yeah, that’s okay. Let me open up operating as well. And we can go through each team and just make sure that we have the right people on there. Is that part of our Sop checklist. By the way.
57 00:09:08.050 ⇒ 00:09:08.470 Rico Rejoso: Yep.
58 00:09:09.120 ⇒ 00:09:12.359 Amber Lin: Okay, do you think we should make a check mark?
59 00:09:12.540 ⇒ 00:09:18.810 Amber Lin: So the next time we have this meeting we can have it check. Or do you think it’s fine like we can just go through
60 00:09:19.140 ⇒ 00:09:22.009 Amber Lin: the list each time we have this meeting.
61 00:09:22.010 ⇒ 00:09:29.629 Rico Rejoso: I mean, we can lift. I’ll create a list now. So you know, for future meeting, we can have the checklist.
62 00:09:29.850 ⇒ 00:09:30.960 Amber Lin: Yeah, that’s great.
63 00:09:31.590 ⇒ 00:09:40.610 Amber Lin: So I’ll go. I’ll go in operating. I’ll look at the teams. If you want to create the checklist now, like I’ll I’ll start to check these
64 00:09:40.900 ⇒ 00:09:42.730 Amber Lin: first, st maybe 6.
65 00:09:42.730 ⇒ 00:09:43.440 Rico Rejoso: Okay.
66 00:10:46.510 ⇒ 00:10:50.680 Amber Lin: Let me know when it’s done, and we can look at operating together.
67 00:10:52.480 ⇒ 00:11:00.390 Rico Rejoso: Sure. We can. Proceed with looking at the operating. I let me finalize that later on, so I can.
68 00:11:00.390 ⇒ 00:11:00.840 Amber Lin: Okay.
69 00:11:00.840 ⇒ 00:11:02.060 Rico Rejoso: Go over everything.
70 00:11:02.690 ⇒ 00:11:04.039 Amber Lin: Okay. Sounds good.
71 00:11:04.040 ⇒ 00:11:13.929 Rico Rejoso: Okay, so we have updated all the projects, clients and team members and operating as well. Inserted are the new members, Andrew, Sam, Sam.
72 00:11:14.290 ⇒ 00:11:15.950 Amber Lin: And bash them awesome.
73 00:11:16.340 ⇒ 00:11:23.989 Amber Lin: Yeah, that’s really great. I’m checking here. Here, I can. I can share screen, and we can.
74 00:11:25.010 ⇒ 00:11:28.369 Amber Lin: We can look at them together.
75 00:11:29.220 ⇒ 00:11:37.220 Amber Lin: So I just added this to ABC and
76 00:11:39.927 ⇒ 00:11:47.140 Amber Lin: I don’t think we need to allocate just yet. I’ll just go through to make sure each one of them has
77 00:11:50.430 ⇒ 00:12:09.340 Amber Lin: has the people in it. I mean, this is, we’ll have wish, probably right.
78 00:12:09.680 ⇒ 00:12:11.590 Amber Lin: I don’t know how much.
79 00:12:14.790 ⇒ 00:12:32.740 Amber Lin: 5%, maybe, say August, and then till end of August, and then also utong on that.
80 00:12:55.950 ⇒ 00:12:58.500 Amber Lin: And then for default,
81 00:13:02.880 ⇒ 00:13:12.759 Amber Lin: actually, can you add people to default, so that we can do mo both at the same time. Default is going to be utam and Mustafa.
82 00:13:13.170 ⇒ 00:13:15.810 Amber Lin: So for the product analytics default.
83 00:13:16.160 ⇒ 00:13:16.770 Rico Rejoso: Okay.
84 00:13:22.450 ⇒ 00:13:24.750 Rico Rejoso: this is for product and analytics. Right?
85 00:13:24.970 ⇒ 00:13:28.640 Amber Lin: Yeah. So under here. So that will be utam. And Mustafa.
86 00:13:28.640 ⇒ 00:13:29.390 Rico Rejoso: Got it.
87 00:13:59.560 ⇒ 00:14:00.230 Rico Rejoso: But you.
88 00:14:24.642 ⇒ 00:14:29.779 Amber Lin: I think the same setup for interlude. So interlude would also be utam, and Mustafa.
89 00:14:30.000 ⇒ 00:14:30.680 Rico Rejoso: Okay.
90 00:14:31.450 ⇒ 00:14:38.999 Amber Lin: I think, probably with the same hours. I think Mustafa also.
91 00:14:39.170 ⇒ 00:14:47.880 Amber Lin: like 12.5, should be good and utam sorry 12.5%. And then for Utam
92 00:14:48.755 ⇒ 00:14:55.569 Amber Lin: don’t know. Yeah, it’s probably same as default. We’ll put something down. We’ll edit that tomorrow.
93 00:14:57.310 ⇒ 00:15:03.100 Rico Rejoso: Okay, I I see here that henry will also be working under default product analytics.
94 00:15:03.100 ⇒ 00:15:05.149 Amber Lin: Oh, sorry. Yes, you’re right.
95 00:15:05.370 ⇒ 00:15:07.369 Rico Rejoso: Okay. I forgot.
96 00:15:07.510 ⇒ 00:15:09.879 Amber Lin: Let me add Henry to Eden, as well.
97 00:15:20.520 ⇒ 00:15:21.120 Rico Rejoso: Apps.
98 00:15:41.270 ⇒ 00:15:41.960 Rico Rejoso: Hmm.
99 00:15:52.600 ⇒ 00:15:56.680 Amber Lin: Wow! Did you also add the outer offices? That’s so cool.
100 00:15:57.290 ⇒ 00:16:01.710 Rico Rejoso: Yeah, I was creating a process for out of office as well.
101 00:16:01.940 ⇒ 00:16:03.550 Amber Lin: That’s so awesome.
102 00:16:05.849 ⇒ 00:16:12.790 Amber Lin: Insomnia cookies would be, Robert.
103 00:16:13.980 ⇒ 00:16:16.469 Amber Lin: were you able to add it for interlude.
104 00:16:17.400 ⇒ 00:16:18.026 Rico Rejoso: Not yet.
105 00:16:18.580 ⇒ 00:16:20.249 Amber Lin: Okay. No worries.
106 00:16:20.510 ⇒ 00:16:25.249 Rico Rejoso: Okay, I’ll update that. No worries. Also, for out of office, like.
107 00:16:25.750 ⇒ 00:16:26.300 Amber Lin: Well.
108 00:16:28.220 ⇒ 00:16:49.719 Rico Rejoso: I’m not sure like I can. I mean, I can have the 3 edge notify me. Then I can like ask you for updates in this one, especially if there are like handovers for each project as well. And I can also mark them on the operating side, because I also noticed there were, like some 3 edge of of other members out of office requests.
109 00:16:51.110 ⇒ 00:16:51.880 Amber Lin: Oh.
110 00:16:52.580 ⇒ 00:16:59.979 Amber Lin: how would we do this then? So you would. You would receive the out of office request, and then you would ping me. Is that how.
111 00:17:00.180 ⇒ 00:17:20.349 Rico Rejoso: Well, I create an initial sop, where the 1st process would be. You are receiving or being notified by a linear regarding an process. Then you have to inform me about it, and as well. But on knowing how busy you are with all the clients you’re handling, I might figure that it’s probably best that I should. You know
112 00:17:20.770 ⇒ 00:17:39.330 Rico Rejoso: I should be the one to take the initial process and have you, or inform you about it. So if there’s like any updates or handovers before we before any, you know, before we accept those requests, because I think they’re just sending a request without any confirmation. Then they just, you know.
113 00:17:40.221 ⇒ 00:17:44.710 Rico Rejoso: cause they they usually I don’t see it.
114 00:17:45.491 ⇒ 00:17:47.549 Amber Lin: Partly because it just gets
115 00:17:48.280 ⇒ 00:17:55.489 Amber Lin: covered by other requests. So if you if you see a request and maybe within like
116 00:17:55.870 ⇒ 00:18:22.810 Amber Lin: 3 days, I haven’t still responded to it. You can feel free to just ping me, and then I’ll go ask the team member like, hey, what? What’s what about this one, I think, for my processes as well. I should include it in maybe my planning meetings to say, Hey, team, who’s out of office so that we can probably catch it before you have to step in, but if you can help me catch anything that falls falls out of my
117 00:18:23.120 ⇒ 00:18:24.999 Amber Lin: attention that will be great.
118 00:18:25.000 ⇒ 00:18:27.150 Rico Rejoso: Yes, definitely. I’ll assist you with it.
119 00:18:27.470 ⇒ 00:18:33.179 Amber Lin: Okay. Awesome all parts. Readme. Urban stems.
120 00:18:34.140 ⇒ 00:18:35.130 Amber Lin: Okay.
121 00:18:39.240 ⇒ 00:18:39.780 Amber Lin: Yeah.
122 00:18:40.840 ⇒ 00:18:41.850 Amber Lin: Okay.
123 00:18:43.060 ⇒ 00:18:45.280 Amber Lin: Think that’s everything.
124 00:18:45.490 ⇒ 00:18:49.089 Amber Lin: Who Tom will be on Medicare. I don’t know who else.
125 00:18:49.630 ⇒ 00:18:53.249 Amber Lin: I think initially it will be him. Only then, once there’s another project.
126 00:18:53.250 ⇒ 00:18:56.649 Amber Lin: Let’s see, I see. Okay.
127 00:18:57.890 ⇒ 00:19:01.309 Amber Lin: I don’t know how he gets enough time to do this.
128 00:19:01.970 ⇒ 00:19:03.080 Rico Rejoso: Yeah. Awesome.
129 00:19:03.080 ⇒ 00:19:04.500 Amber Lin: Lot of things.
130 00:19:06.520 ⇒ 00:19:08.445 Rico Rejoso: Likes being busy at all.
131 00:19:09.545 ⇒ 00:19:10.260 Amber Lin: Yeah.
132 00:19:10.940 ⇒ 00:19:11.960 Amber Lin: Okay?
133 00:19:13.790 ⇒ 00:19:21.080 Amber Lin: Oh, so let me see if I can add a budget default.
134 00:19:38.240 ⇒ 00:19:39.140 Amber Lin: hmm.
135 00:19:43.300 ⇒ 00:19:47.530 Amber Lin: Okay. Interlude.
136 00:19:56.360 ⇒ 00:20:00.880 Amber Lin: Can you help check? If do you think we’ve caught everything?
137 00:20:02.150 ⇒ 00:20:06.550 Amber Lin: Is there anything else that still needs to get added to.
138 00:20:08.160 ⇒ 00:20:09.120 Rico Rejoso: Checking, yet.
139 00:20:09.370 ⇒ 00:20:13.630 Amber Lin: Oh, sorry! I forgot to refresh you already added it. Never mind.
140 00:20:14.312 ⇒ 00:20:15.840 Amber Lin: Let me do that.
141 00:20:20.740 ⇒ 00:20:21.810 Amber Lin: Yeah, it’s
142 00:20:30.470 ⇒ 00:20:36.419 Amber Lin: How would if I accidentally did a duplicate. How do I delete that.
143 00:20:40.160 ⇒ 00:20:42.090 Rico Rejoso: And just yeah, that’s it.
144 00:20:42.090 ⇒ 00:20:43.100 Amber Lin: Oh, okay.
145 00:20:46.440 ⇒ 00:20:47.300 Amber Lin: okay.
146 00:20:47.680 ⇒ 00:20:48.870 Amber Lin: Sounds good.
147 00:20:57.890 ⇒ 00:21:01.790 Amber Lin: Alright. What was the next step that we said, we will want to do.
148 00:21:04.048 ⇒ 00:21:07.129 Rico Rejoso: Question. Do you have like, you know? How do you
149 00:21:07.320 ⇒ 00:21:16.069 Rico Rejoso: track like all the hours? Do you have like a spreadsheet of all the clients that has the team members assigned. All the hours
150 00:21:17.530 ⇒ 00:21:18.610 Rico Rejoso: afford that.
151 00:21:19.896 ⇒ 00:21:21.049 Amber Lin: You mean.
152 00:21:21.160 ⇒ 00:21:23.640 Rico Rejoso: Where I track these allocations.
153 00:21:23.640 ⇒ 00:21:24.460 Rico Rejoso: Yeah.
154 00:21:25.096 ⇒ 00:21:43.479 Amber Lin: I know that last time we had a meeting we? Well, okay. One. I don’t really have anywhere that track it. I only know, like I know the team members from the top of my head kinda remember them, but I think we just track them. We’ll track them in operating. I know last time we met
155 00:21:43.660 ⇒ 00:21:47.170 Amber Lin: Utam, help us define like a
156 00:21:48.490 ⇒ 00:21:54.762 Amber Lin: how many hours for this and that project? I just can’t find it anymore.
157 00:21:55.380 ⇒ 00:22:00.590 Amber Lin: so if we can find that that’s in there, otherwise I don’t.
158 00:22:00.850 ⇒ 00:22:02.290 Amber Lin: I don’t track it.
159 00:22:02.770 ⇒ 00:22:11.719 Rico Rejoso: Okay? Because I was thinking, like, you know, for documentation as well, you can create a linear ask. So you can like for any new clients new projects.
160 00:22:11.960 ⇒ 00:22:12.689 Amber Lin: You know you can like.
161 00:22:12.690 ⇒ 00:22:24.939 Rico Rejoso: To reach me with the team members rates hours for each client or projects. So in that way all tickets are like in linear. So we can, you know, for future future reference.
162 00:22:25.410 ⇒ 00:22:26.120 Rico Rejoso: Okay?
163 00:22:26.650 ⇒ 00:22:31.340 Amber Lin: Huh! You mean when we have a new client to to
164 00:22:31.550 ⇒ 00:22:37.349 Amber Lin: to note for someone to note down the allocations in the ticket when they create the client.
165 00:22:37.520 ⇒ 00:22:39.169 Rico Rejoso: Yeah, like you can.
166 00:22:39.980 ⇒ 00:22:44.573 Rico Rejoso: I’m gonna create a linear temp template and then you can just like,
167 00:22:46.000 ⇒ 00:23:09.329 Rico Rejoso: use linear ask in a slack, so that whenever this new client you could just put in all the details, information, client, name, the hours we have to spend for client the rate, if it’s fixed or per hour, and the team members assigned, and how many hours for each of those members, so that I can also I can upload it to operating. I can do it in finance and everything.
168 00:23:09.620 ⇒ 00:23:11.810 Amber Lin: Yeah, that sounds that sounds good.
169 00:23:13.440 ⇒ 00:23:17.919 Amber Lin: Let me know what you need from me for that, and I’ll help.
170 00:23:18.090 ⇒ 00:23:21.159 Rico Rejoso: Okay, I think I have are listed out of
171 00:23:21.965 ⇒ 00:23:24.100 Rico Rejoso: the template for the test. One second.
172 00:23:24.100 ⇒ 00:23:30.400 Amber Lin: Okay, so let’s see, there’s
173 00:23:41.860 ⇒ 00:23:42.600 Amber Lin: okay.
174 00:23:44.910 ⇒ 00:23:46.950 Amber Lin: So then this one.
175 00:23:51.720 ⇒ 00:23:55.550 Amber Lin: Nope, okay, I’ll go. I’ll go find that document.
176 00:23:58.240 ⇒ 00:24:06.259 Amber Lin: Let me check our sops to see if there’s anything we need to prep before.
177 00:24:07.580 ⇒ 00:24:12.461 Rico Rejoso: Also. I I think I mentioned this every meeting that we have, but
178 00:24:13.690 ⇒ 00:24:15.010 Rico Rejoso: they’re still not logging their app.
179 00:24:15.010 ⇒ 00:24:15.840 Rico Rejoso: Of course.
180 00:24:17.290 ⇒ 00:24:20.720 Amber Lin: Oh, yeah.
181 00:24:21.960 ⇒ 00:24:33.639 Rico Rejoso: So I kinda like, you know, I’m gonna bring down a memo like for today or tomorrow tomorrow that they have to log their hours before or by end of month.
182 00:24:33.790 ⇒ 00:24:38.400 Rico Rejoso: if not because I think the only issue will be those who are unfixed.
183 00:24:40.490 ⇒ 00:24:43.959 Rico Rejoso: Because they’re like confident that whatever hours they have pulled
184 00:24:44.340 ⇒ 00:24:47.950 Rico Rejoso: it will still be getting paid for the fixed amount that they paid on the contract.
185 00:24:48.520 ⇒ 00:24:49.820 Amber Lin: Yeah, I agree.
186 00:24:55.510 ⇒ 00:24:59.780 Amber Lin: right. Clients currently logged by team.
187 00:25:05.640 ⇒ 00:25:06.760 Amber Lin: Right?
188 00:25:08.260 ⇒ 00:25:12.260 Amber Lin: Do. We have all the current? Hours.
189 00:25:13.170 ⇒ 00:25:16.609 Rico Rejoso: Yeah, I just printed from clockify.
190 00:25:16.940 ⇒ 00:25:33.170 Amber Lin: Oh, yay, okay, can we look at? Say, I don’t know if it’s in operating, or if it’s in our financial model, can we look at the current profitability per project or current total hours per project.
191 00:25:33.170 ⇒ 00:25:34.900 Rico Rejoso: Project. Got it one second
192 00:25:39.670 ⇒ 00:25:41.710 Rico Rejoso: hours per project, right?
193 00:25:42.070 ⇒ 00:25:42.660 Amber Lin: Yeah.
194 00:27:49.310 ⇒ 00:27:50.050 Rico Rejoso: Yep.
195 00:27:50.320 ⇒ 00:27:53.160 Rico Rejoso: Total number of hours per project.
196 00:27:54.810 ⇒ 00:27:58.000 Amber Lin: Oh, okay, awesome.
197 00:28:05.310 ⇒ 00:28:06.620 Amber Lin: let’s see.
198 00:28:09.770 ⇒ 00:28:14.910 Amber Lin: are you using the same same entries as
199 00:28:15.490 ⇒ 00:28:20.679 Amber Lin: Butam does? Because I know he made a financial model to calculate the cost.
200 00:28:21.920 ⇒ 00:28:22.830 Rico Rejoso: Oh!
201 00:28:22.830 ⇒ 00:28:24.600 Amber Lin: Per project.
202 00:28:26.860 ⇒ 00:28:28.360 Rico Rejoso: No, I haven’t.
203 00:28:30.050 ⇒ 00:28:33.770 Rico Rejoso: It will check at English.
204 00:28:44.970 ⇒ 00:28:47.470 Rico Rejoso: It’s in the financial models as well. Right.
205 00:28:47.670 ⇒ 00:28:48.310 Amber Lin: Yeah.
206 00:29:35.310 ⇒ 00:29:37.279 Rico Rejoso: Yeah, I don’t have that one yet.
207 00:29:39.190 ⇒ 00:29:41.449 Amber Lin: Oh, I see. Let me check.
208 00:29:42.650 ⇒ 00:29:44.240 Amber Lin: So
209 00:30:05.280 ⇒ 00:30:06.430 Amber Lin: okay.
210 00:30:07.618 ⇒ 00:30:26.279 Amber Lin: I can share screen. I’ll show you where it is. So it’s in the brain forge financial models, and it’s under the tab. So under the red tabs, it’s called project performance summary there was still some stuff.
211 00:30:27.120 ⇒ 00:30:29.590 Amber Lin: Let’s see. Project actuals.
212 00:30:30.610 ⇒ 00:30:31.820 Amber Lin: So, I think.
213 00:30:35.320 ⇒ 00:30:36.120 Amber Lin: Oh.
214 00:30:39.800 ⇒ 00:30:42.780 Amber Lin: oh, I think this was the monthly
215 00:30:43.560 ⇒ 00:30:48.170 Amber Lin: believe this was the monthly revenue.
216 00:30:55.010 ⇒ 00:30:59.470 Amber Lin: And I did a quick pivot. Let me just refresh this to see.
217 00:31:02.105 ⇒ 00:31:02.920 Amber Lin: Hmm!
218 00:31:06.530 ⇒ 00:31:11.440 Amber Lin: Is, does this match your numbers for ABC? It was a hundred and
219 00:31:11.640 ⇒ 00:31:14.909 Amber Lin: a hundred 2 h for the past month.
220 00:31:17.710 ⇒ 00:31:20.770 Rico Rejoso: I just have the July for a hundred, 25.
221 00:31:21.530 ⇒ 00:31:23.120 Amber Lin: 125.
222 00:31:23.500 ⇒ 00:31:24.320 Amber Lin: Hmm!
223 00:31:27.650 ⇒ 00:31:28.780 Amber Lin: We’ll see.
224 00:31:51.940 ⇒ 00:31:59.130 Amber Lin: I don’t think these are exactly matching yours.
225 00:31:59.430 ⇒ 00:32:02.190 Rico Rejoso: This is for let me
226 00:32:02.320 ⇒ 00:32:08.470 Rico Rejoso: 7. 1 is 7, 1 ending right? So from June second to 7 to July one.
227 00:32:08.940 ⇒ 00:32:11.519 Amber Lin: Oh, really! What’s the hours for June?
228 00:32:11.630 ⇒ 00:32:12.290 Amber Lin: Do you know.
229 00:32:12.400 ⇒ 00:32:16.110 Rico Rejoso: I haven’t scrape that one yet.
230 00:32:16.110 ⇒ 00:32:19.500 Amber Lin: No, it’s okay. I’ll go check. I’ll go check.
231 00:32:19.500 ⇒ 00:32:21.289 Rico Rejoso: Yeah, I was checking windows.
232 00:32:21.290 ⇒ 00:32:22.010 Amber Lin: Okay.
233 00:32:22.530 ⇒ 00:32:23.160 Rico Rejoso: Excuse me.
234 00:32:30.850 ⇒ 00:32:34.329 Rico Rejoso: ABC. For lost for last month is a hundred, 48.
235 00:32:36.820 ⇒ 00:32:43.179 Amber Lin: Oh, okay, then we we should tell Utam that this one is not matching up
236 00:33:00.580 ⇒ 00:33:06.749 Amber Lin: alright. That’s okay. We’ll take the new hours.
237 00:33:07.260 ⇒ 00:33:10.389 Amber Lin: Then let’s take the revenue.
238 00:33:11.180 ⇒ 00:33:12.290 Amber Lin: Let’s see.
239 00:33:12.810 ⇒ 00:33:18.480 Amber Lin: Do you know the project breakdown of like?
240 00:33:19.090 ⇒ 00:33:24.669 Amber Lin: If you can share your screen, we can look at it together of we we? I can try to find
241 00:33:26.594 ⇒ 00:33:32.249 Amber Lin: our revenue per project, and then we can calculate which ones are doing well, which ones are not.
242 00:33:35.116 ⇒ 00:33:43.450 Rico Rejoso: Well, I just have like the hours for for July. I haven’t thought of creating a revenue forecast yet.
243 00:33:43.870 ⇒ 00:33:51.189 Amber Lin: Yeah, I think that’s that’s okay. The revenue should be in the financial models sheet, and we can go find it together.
244 00:33:51.670 ⇒ 00:33:56.960 Rico Rejoso: Okay, so do you want me to share like the hours.
245 00:33:58.145 ⇒ 00:34:04.350 Amber Lin: Sure, if you can share screen, we can look at how we want to calculate that together.
246 00:34:48.969 ⇒ 00:34:59.789 Amber Lin: okay, so this is, if we expand it? Do we see it by person, like, if you click on ABC total, does it show you how much?
247 00:35:00.759 ⇒ 00:35:03.169 Amber Lin: Okay? Great, that’s that’s great.
248 00:35:06.539 ⇒ 00:35:09.619 Amber Lin: That’s good. So that gives a per person.
249 00:35:09.739 ⇒ 00:35:15.749 Amber Lin: Do you mind making another another pivot table to show hours by person.
250 00:35:19.240 ⇒ 00:35:19.770 Rico Rejoso: Sure.
251 00:36:35.370 ⇒ 00:36:35.979 Amber Lin: Great!
252 00:36:36.650 ⇒ 00:36:39.490 Amber Lin: Think that lets us look at
253 00:36:39.640 ⇒ 00:36:42.480 Amber Lin: how much time people are spending.
254 00:36:54.100 ⇒ 00:36:55.120 Amber Lin: Let’s see.
255 00:36:55.860 ⇒ 00:36:57.209 Rico Rejoso: A, BC.
256 00:37:03.490 ⇒ 00:37:09.370 Amber Lin: Okay, I think that gives us a pretty good starting point for tomorrow.
257 00:37:13.330 ⇒ 00:37:14.910 Amber Lin: Let’s see.
258 00:37:37.230 ⇒ 00:37:38.710 Amber Lin: And then.
259 00:37:39.360 ⇒ 00:37:40.030 Rico Rejoso: There you go!
260 00:37:42.030 ⇒ 00:37:54.970 Amber Lin: Yeah, I think the these 2 sheets are good. I’m just thinking how we’re gonna do it tomorrow. So I think we we’ll make sure that everything is
261 00:37:55.590 ⇒ 00:37:58.020 Amber Lin: allocated and operating.
262 00:37:59.830 ⇒ 00:38:05.310 Amber Lin: I don’t know if we can. Do you think we can add people’s rates in operating.
263 00:38:09.915 ⇒ 00:38:11.749 Rico Rejoso: Now, let me check.
264 00:38:26.570 ⇒ 00:38:31.460 Rico Rejoso: Yeah, I think not only the skills appointment details.
265 00:38:35.670 ⇒ 00:38:38.170 Rico Rejoso: Oh, yeah, we can add individual cost range.
266 00:38:38.710 ⇒ 00:38:44.639 Amber Lin: Okay, I think that’s a i think that’s a good thing to add.
267 00:38:45.040 ⇒ 00:38:48.919 Rico Rejoso: You can like, add their hourly rate for it.
268 00:38:49.330 ⇒ 00:39:01.830 Amber Lin: Yeah, I think if we add that, don’t you think it will be easier to calculate? Based on how we allocate hours like what the actual, what the projected cost would be.
269 00:39:03.640 ⇒ 00:39:11.579 Rico Rejoso: Yeah, I think so. We can also like include it in the report as well in operating. But one thing is that operating?
270 00:39:11.810 ⇒ 00:39:16.239 Rico Rejoso: I believe Cassie mentioned that he will update operating, but he haven’t yet
271 00:39:16.820 ⇒ 00:39:20.770 Rico Rejoso: as well. So it’s like missing a few days
272 00:39:21.300 ⇒ 00:39:26.219 Rico Rejoso: here, but supposedly, should update like daily.
273 00:39:27.230 ⇒ 00:39:27.850 Rico Rejoso: But.
274 00:39:27.850 ⇒ 00:39:29.119 Amber Lin: Oh, I see!
275 00:39:29.300 ⇒ 00:39:31.270 Rico Rejoso: Yeah, I think it’s set for every other day.
276 00:39:31.270 ⇒ 00:39:34.459 Amber Lin: Do you want to ping him about that.
277 00:39:34.460 ⇒ 00:39:36.240 Rico Rejoso: Yeah, I can follow up with that.
278 00:39:36.740 ⇒ 00:39:37.510 Amber Lin: Okay?
279 00:39:38.420 ⇒ 00:39:44.090 Amber Lin: And I’ll also add the hourly rate for each employees here.
280 00:39:44.450 ⇒ 00:39:44.910 Amber Lin: Okay.
281 00:39:44.910 ⇒ 00:39:48.389 Rico Rejoso: And operating. So let me see if I can get like a
282 00:39:48.570 ⇒ 00:39:53.020 Rico Rejoso: a report stating all the cost per hours and their hour monthly rate.
283 00:39:53.020 ⇒ 00:40:02.599 Amber Lin: In, I think there should be in the financial models. Let me try to go find that that should be in cogs.
284 00:40:02.720 ⇒ 00:40:09.651 Amber Lin: and then that would be monthly. No, not monthly payroll.
285 00:40:19.340 ⇒ 00:40:23.059 Amber Lin: Okay, I’m trying to navigate his spreadsheet.
286 00:40:23.570 ⇒ 00:40:24.230 Rico Rejoso: Yeah.
287 00:40:24.520 ⇒ 00:40:25.580 Amber Lin: Oh!
288 00:40:27.320 ⇒ 00:40:28.200 Amber Lin: Oh!
289 00:40:35.050 ⇒ 00:40:36.290 Rico Rejoso: If we like.
290 00:40:41.720 ⇒ 00:40:45.249 Amber Lin: It would be in cogs like. It’s a little messy, but
291 00:40:47.460 ⇒ 00:40:50.340 Amber Lin: Most of it is still in there.
292 00:40:51.720 ⇒ 00:40:53.199 Rico Rejoso: Which one I’m sorry.
293 00:40:53.570 ⇒ 00:41:02.799 Amber Lin: So in cogs that will be payroll or in contractor payments.
294 00:41:03.390 ⇒ 00:41:06.189 Amber Lin: Yeah, I think it would be in payroll.
295 00:41:11.950 ⇒ 00:41:12.880 Rico Rejoso: What else?
296 00:41:22.570 ⇒ 00:41:23.540 Rico Rejoso: This one.
297 00:41:24.930 ⇒ 00:41:27.819 Amber Lin: Yeah, I don’t think.
298 00:41:28.510 ⇒ 00:41:32.100 Amber Lin: Don’t know if it got updated, did it?
299 00:41:32.470 ⇒ 00:41:34.040 Rico Rejoso: It’s not updated.
300 00:41:35.470 ⇒ 00:41:42.709 Rico Rejoso: The the payroll changes. This is this one. I update this. If there’s new employees as well.
301 00:41:43.920 ⇒ 00:41:45.280 Amber Lin: Let me see.
302 00:42:00.030 ⇒ 00:42:01.170 Amber Lin: Yeah.
303 00:42:11.990 ⇒ 00:42:20.319 Amber Lin: okay, so is it in? How would we estimate people’s rates?
304 00:42:25.240 ⇒ 00:42:30.299 Rico Rejoso: Like, how like, how much do we owe them per hour?
305 00:42:30.890 ⇒ 00:42:33.339 Amber Lin: Yeah, so we can put in operating.
306 00:42:34.010 ⇒ 00:42:38.839 Rico Rejoso: I have their contracts. I can like browse, each contract, look for it.
307 00:42:39.160 ⇒ 00:42:42.039 Rico Rejoso: And I also have in the financial model. I forgot. Yeah, I have.
308 00:42:42.040 ⇒ 00:42:43.879 Amber Lin: Yeah, yeah, okay.
309 00:42:43.880 ⇒ 00:42:45.020 Rico Rejoso: I know, just to put it there.
310 00:42:45.020 ⇒ 00:42:57.326 Amber Lin: Model will be more helpful. But I’ll leave it up to you. I’ll I will make sure, so I’ll note down a few things we can do. I’ll make sure that I put in people’s allocations.
311 00:42:59.080 ⇒ 00:43:01.939 Amber Lin: let me type in allocation channel.
312 00:43:10.530 ⇒ 00:43:19.690 Amber Lin: August, it’s waiting in order to add.
313 00:43:21.800 ⇒ 00:43:27.420 Amber Lin: do you know? Do you know, would you know all the revenue per project.
314 00:43:31.540 ⇒ 00:43:32.519 Rico Rejoso: I’m just.
315 00:43:32.870 ⇒ 00:43:34.029 Amber Lin: Or contracted.
316 00:43:34.610 ⇒ 00:43:38.689 Rico Rejoso: I have their con. I mean, I have access to all their contracts. I can look at it
317 00:43:39.060 ⇒ 00:43:45.779 Rico Rejoso: and let me also input. If the if they’re they’re like fixed, or guess.
318 00:43:46.320 ⇒ 00:43:48.040 Amber Lin: 2.
319 00:43:52.820 ⇒ 00:43:56.770 Rico Rejoso: I mean, you’re putting it on the planning and allocation channel right?
320 00:43:57.030 ⇒ 00:43:58.290 Amber Lin: Yeah, I will do that.
321 00:43:58.290 ⇒ 00:44:03.940 Rico Rejoso: Okay, if you can list all of that, so I can create an issue so I can have it done within the day.
322 00:44:04.130 ⇒ 00:44:05.519 Amber Lin: Okay, of course.
323 00:44:05.700 ⇒ 00:44:06.250 Rico Rejoso: They!
324 00:44:07.220 ⇒ 00:44:09.349 Amber Lin: Of course, and I think
325 00:44:09.920 ⇒ 00:44:17.330 Amber Lin: when I was creating just when I was creating the budget, it also asked me to
326 00:44:17.590 ⇒ 00:44:23.490 Amber Lin: add, like a date range. I think we can just do a date range of like
327 00:44:24.500 ⇒ 00:44:27.731 Amber Lin: August 1st to end of August.
328 00:44:29.000 ⇒ 00:44:32.770 Amber Lin: but I don’t know if it’s billing per hour.
329 00:44:32.990 ⇒ 00:44:34.390 Amber Lin: I don’t know how we can
330 00:44:34.810 ⇒ 00:44:37.589 Amber Lin: like add a budget for that.
331 00:44:38.480 ⇒ 00:44:46.900 Rico Rejoso: I think it depends on how you. Yeah. I think it depends on how you set up for each each client or per project. If it’s for a fixed and hour hourly rate.
332 00:44:49.610 ⇒ 00:44:50.909 Rico Rejoso: Yeah, I’ll look into it.
333 00:44:51.010 ⇒ 00:44:53.110 Rico Rejoso: Okay, you can know that as well.
334 00:44:54.750 ⇒ 00:44:55.770 Rico Rejoso: Thank you.
335 00:44:56.860 ⇒ 00:44:58.770 Amber Lin: To per process
336 00:45:06.400 ⇒ 00:45:08.300 Amber Lin: sounds good, and that’s all.
337 00:45:08.872 ⇒ 00:45:13.850 Amber Lin: We have a few things to do, and tomorrow we’ll do the main meeting with other folks as well.
338 00:45:14.050 ⇒ 00:45:18.740 Rico Rejoso: Okay, I’ll prepare this son and meet you on the allocation tomorrow.
339 00:45:19.060 ⇒ 00:45:19.880 Amber Lin: Okay.
340 00:45:20.060 ⇒ 00:45:21.320 Amber Lin: Sounds good.
341 00:45:21.820 ⇒ 00:45:23.100 Rico Rejoso: Thank you. Amber.
342 00:45:23.100 ⇒ 00:45:23.977 Amber Lin: Great, thank you.
343 00:45:24.550 ⇒ 00:45:25.480 Amber Lin: Bye.
344 00:45:25.480 ⇒ 00:45:26.130 Rico Rejoso: Bye.