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Executive Summary
What is PAUMS v2.0 in business terms?
A:
PAUMS has evolved from a basic utilization dashboard into a region-aware, audit-safe, hierarchy-driven capacity planning system with consulting-grade executive reporting. Version 2.0 establishes immutable snapshots as the single source of truth.
How has PAUMS evolved from v1 to v2?
A:
Area
Version 1
Version 2 (Current)
Data Source
Raw uploads, live recalculation
Immutable monthly_snapshot table
Reporting
Operational charts and tables
Executive-grade summaries + 6-page PDFs
Leadership Logic
Implicit / inconsistent
Explicit role classification
Governance
Weak traceability
Audit-safe, deterministic logic
Business Problem
What business challenges does PAUMS v2.0 solve?
A:
Fragmented capacity data across regions → Solved by dual-region model
Inconsistent utilization definitions → Solved by authoritative formulas
Manual reconciliation for executive reporting → Solved by automated PDF generation
No reproducible audit trail → Solved by immutable snapshots
Unclear project hierarchy → Solved by canonical hierarchy storage
What is the business impact of PAUMS v2.0?
A:
Reduced: Delayed leadership decisions
Eliminated: Conflicting utilization narratives
Minimized: Operational overhead during reviews
Established: Single source of truth for capacity
Business Objectives
What are the key business objectives of PAUMS v2.0?
A:
Objective
Description
v2.0 Achievement
Single Source of Truth
One authoritative utilization system
✅ Immutable monthly snapshots
Audit Safety
Reproducible calculations and snapshots
✅ Deterministic rebuilds
Regional Fidelity
No forced normalization across regions
✅ Dual calculation models preserved
Leadership Visibility
Clear executive summaries and trends
✅ 6-page PDF + narrative layer
Governance Transparency
TPMO and overhead visibility
✅ Explicit TPMO treatment
Hierarchical Planning
Project rollup capability
✅ Canonical hierarchy storage
Scope & Boundaries
What is IN SCOPE for PAUMS v2.0?
A:
Employee capacity tracking with role classification
Project allocation and utilization with TPMO separation
Business benefit: Multiple management views without altering raw data
Monthly Snapshot Concept
What is the business purpose of monthly snapshots?
A:
Freeze monthly metrics for consistent reporting
Enable reproducible audits and retrospectives
Provide stable foundation for executive reviews
Support month-end close processes
What are the different snapshot types?
A:
Scope
Content
Business Use
ORG (Organization)
Aggregated organizational metrics
Executive reporting
EMPLOYEE
Per-employee hours and allocation
Drilldown analysis
What are the business rules for snapshot management?
A:
Snapshots may be rebuilt before monthly lock
Late data can be incorporated prior to finalization
Post-lock rebuild requires admin approval and audit justification
All rebuilds are logged and traceable
Executive Summary
What is the purpose of the executive summary?
A:
Provide a single-year, role-based snapshot of organizational capacity, utilization, and governance overhead for leadership decision-making.
What metrics are included in the executive summary?
A:
Metric
Business Definition
Calculation
Headcount
Distinct employees with ≥1 snapshot row
COUNT(DISTINCT employee_id)
Available Hours
Total capacity available
SUM(available_hours)
Utilized Hours
Billable hours (excluding TPMO)
SUM(utilized_hours)
TPMO Hours
Governance and overhead hours
SUM(tpmo_hours)
Utilization %
Efficiency metric
(Utilized ÷ Available) × 100
Can you show an example executive summary?
A:
Role Bucket
Headcount
Available Hours
Utilized Hours
TPMO Hours
Utilization %
Project Managers
20
29,208
20,101.55
2,508.25
68.82%
Leadership
5
10,712
5,166.06
918.50
48.23%
Project Hierarchy System
What business need does the hierarchy system address?
A:
EMEA allocation files contain implicit hierarchical structure that was previously lost after ingestion, hindering rollup reporting and executive insights.
What are the business benefits of the hierarchy system?
A:
Executive rollup reporting by domain/practice
Consistent project naming across reports
Future support for cost-center reporting
Enhanced drilldown capabilities
Reporting Requirements
What reports does PAUMS v2.0 provide?
A:
Executive summary by role - Yearly aggregation
6-page PDF report - McKinsey-style format
Organization utilization trends - Historical view
Employee drilldowns - Individual performance
Project drilldowns - With hierarchy context
CSV and Excel exports - For offline analysis
Narrative layer - Automated insights and alerts
What is the structure of the 6-page PDF report?
A:
Executive Headline + Key KPIs
Regional Comparison (informational context)
Leadership Effectiveness Analysis
Delivery Performance by Domain
Key Risks & Operational Alerts
Strategic Recommendations
Data Governance & Audit
What are the data governance standards in v2.0?
A:
No silent data transformation - All changes explicit
All formulas documented - In SRS and calculation manual
Snapshots reproducible - Identical outputs from same inputs
Audit logs retained - All rebuilds and overrides logged
Source file tracking - Hierarchy and allocation provenance
Version control - BRD/SRS version alignment
Success Metrics
How is PAUMS v2.0 success measured?
A:
Metric
Success Definition
v2.0 Status
Report Accuracy
Reproducible across rebuilds
✅ Achieved
Leadership Adoption
Primary utilization reference
✅ In Progress
Audit Confidence
No unexplained variance
✅ Achieved
Operational Efficiency
Reduced manual reconciliation
✅ Achieved
Decision Timeliness
Faster leadership reviews
✅ Achieved
Risks & Mitigations
What are the key risks and how are they mitigated?
A:
Late APAC entries → Mitigation: Snapshot rebuild window
Allocation drift in EMEA → Mitigation: Explicit semantics preservation