Proposal Development & Start-Up for Project Staff

Proposal Development & Start-Up for Project Staff - DRC Dynamics (EN) (DYN_PDP)

The course is targeted at all project managers, project staff and project finance roles involved in developing budgets for new proposals and creating projects in DRC Dynamics.

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What You'll Learn

The relationship between customer and contract type versus DRC Dynamics project type and grant setup
The overall DRC Dynamics setup for contracts implemented in more than one legal entity
The project management tasks in the Proposal Building & Start-Up subprocess

1.5 Hours

Estimated time to complete

Course curriculum

1. Start Here
2. Where are we in the Business Process?
3. Flowchart: Where are we in the Business Process?
4. Who is Proposal Development & Start-Up for?
5. Prerequisites for this Course
6. Course Structure
1. Introduction to Proposal Development & Project Start-Up
2. Learning Objectives
3. The Importance of Proposal Development & Grant/Project Start-Up
4. Summary: The Importance of Proposal Development & Grant/Project Start-Up
5. Key Terms & Definitions
6. Visualize the Proposal Development Process
7. Visualize the Grant/Project Start-Up Process
8. How DRC Manages External Funds
9. Meet our Donors and Customers!
10. Project Types
11. Projects & Grants Structure
12. 3 Key Principles for Projects & Grants Across Legal Entities
13. Visual: Projects & Grants across Legal Entities
14. Wrap Up of Introduction to Proposal Development & Start-Up
15. Get Ready to Review Introduction to Proposal Development & Start-Up
16. Review of Introduction to Proposal Development & Start-Up
1. Introduction to Proposal Building & Project Start-Up for Project Staff
2. Learning Objectives
1. Section 1: Introduction to Proposal Development in DRC Dynamics
2. Proposal Development Tasks
3. Project Structure
4. How to Decide on Project Structure
1. Activity: Project Creation
2. Task: Create the Project Contract
3. Mandatory Setup on the Project Contract
4. Screenshot: Create Project Contract
5. Video: Create Project Contract (During Project Creation)
6. Video: Create Project Contract (All contracts form)
7. Task: Create Header Project
8. Screenshot: Create Header Project
9. Video: Create Header Project
10. Task: Create Sub-Project
11. Screenshot: Create Sub-Project
12. Video: Create Sub-Project
13. Assign Categories - Group Assignment
14. Assign Categories - Individual Assignment
15. Screenshot: Assign Categories
16. Video: Assign Categories
17. Set Financial Dimensions
18. The 7 Financial Dimensions
19. Visual: Financial Dimensions
20. Screenshot: Set Financial Dimensions
21. Video: Set Financial Dimensions
22. Knowledge Check - Project Creation
1. Activity: Budget Template Creation
2. External Budget versus Internal Budget
3. Example: External vs. Internal Budget
4. Task: Create a WBS
5. Understand the WBS Elements
6. Screenshot: Create a WBS manually
7. Screenshot: Copy an Existing WBS
8. Screenshot: Create a WBS in Excel
9. Video: Create WBS
10. Task: Create Result Sum Totals
11. Task: Create Result Sum Totals
12. Validating Result Sum Totals
13. Screenshot: Create Result Sum Totals
14. Video: Create Result Sum Totals (with grant)
15. Video: Create Result Sum Totals (without grant)
16. Knowledge Check: Budget Template Creation
1. Activity: Resource Scheduling
2. Resource Scheduling Tasks
3. Who should be scheduled on this project?
4. Direct Staff vs. Shared Staff
5. Task: Add Resources & Roles
6. Add Resources
7. Add Roles
8. Decide on Scheduled Capacity
9. Task: Create Assignment
10. Screenshot: Resource Scheduling
11. Knowledge Check: Resource scheduling
1. Activity: Budgeting
2. Budgeting Tasks
3. Pre-Requisites to Budgeting in DRC Dynamics
4. Forecast models
5. Standard Budget Components
6. Activity Costs
7. Direct Support Costs (Shared Costs)
8. Indirect Costs
9. Task: Budgeting for Direct Staff Costs
10. Task: Budgeting for Shared Costs
11. Task: Budgeting for Shared Costs cont'd
12. Task: Budgeting for Other Direct Costs
13. Screenshot: Budgeting for Other Direct Costs
14. Video: Budgeting for Other Direct Costs (Expense Forecast)
15. Task: Budgeting for Indirect Costs
16. Task: Setup Co-Funding Relations
17. Screenshot: Setup Co-Funding Relations
18. Video: Setup Co-Funding Relations (known source)
19. Video: Set-up Co-funding Relations (unknown source)
20. Task: Consolidate Financial Proposal
1. Wrap-Up of Proposal Development
2. Get Ready to Review Proposal Development
3. Review of Proposal Development
1. Project Start-Up
2. Project Start-Up Activities
1. Activity: Update Project
2. Task: Update Project Information
3. Visual: Indicate Header Project
4. Visual: Setup Revenue Recognition
1. Activity: Update Project Contract
2. Task: Verify Project Contract Information
3. Task: Set Project-Specific Exchange Rates
4. Screenshot: Set Project-Specific Exchange Rates
1. Activity: Update Budget
2. Task: Copy Forecast Model
3. Forecast Model: Approved Budget
4. Forecast Model: Forecast
5. Video: Copy Forecast Model
6. Task: Verify or update WBS
7. Task: Update Budget Figures
1. Activity: Update Resource Scheduling
2. Task: Fill Roles with Resources
3. Video: Fill Roles with Resources
4. Task: Confirm Hours
5. Visual: Confirm Hours
6. What Happens before Project Activation?
1. Troubleshooting Budget Template
2. Wrap-Up of Project Start-Up
3. Get Ready to Review Project Start-Up
4. Review of Project Start-Up
1. Employee Support
2. CONGRATULATIONS

About this course

129 lessons
Video Content

Proposal Development & Start-Up for Project Staff - DRC Dynamics (EN) (DYN_PDP)

What You'll Learn

The relationship between customer and contract type versus DRC Dynamics project type and grant setup

The overall DRC Dynamics setup for contracts implemented in more than one legal entity

The project management tasks in the Proposal Building & Start-Up subprocess

1.5 Hours

Course curriculum

0: Welcome

1: Introduction to Proposal Development & Grant/Project Start-Up

2: Proposal Development & Grant/Project Start-Up for Project Staff

2.1: Section 1 - Proposal Development

2.1.1: Project Creation

2.1.2: Budget Template Creation

2.1.3: Resource Scheduling

2.1.4: Budgeting

2.1.5 End of Section 1 'Proposal Development'

2.2: Section 2 - Project Start-Up

2.2.1: Update Project

2.2.2: Update Project Contract

2.2.3: Update Budget

2.2.4: Update Resource Scheduling

2.2.5: End of Section 2 'Project Start-Up'

End of Proposal Development & Project Start-Up for Project Staff

About this course