Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 5 · Expenditure Types, Nonlabor Resources and Project Roles
Lab: design the taxonomy from a stated P&L
Lesson 56 of 198 · 2 min
An hour, and the first deliverable governs the rest. A completed taxonomy design template, driven by a stated project P&L and invoice layout for Meridian. Driven by — the reports come first and the taxonomy is derived from them. Expenditure categories and revenue categories, with a written note on where they deliberately differ. At least twelve expenditure types, with correct classes and units of measure. Two nonlabor resources with organization assignments. Project roles reflecting Meridian's delivery structure. A written note on which reports each category serves. And evidence: a transaction coded to an expenditure type — and one FAILING because the class was not allowed. Four acceptance criteria, and two of them are ceilings rather than floors. Every expenditure type traces to a line on a stated report. Every one. That is Lesson 7's three-answer test, applied to your own list. Expenditure and revenue categories differ somewhere, with a reason.…
The full lesson is part of the course
The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.
In this module: Module 5 · Expenditure Types, Nonlabor Resources and Project Roles
- 1The taxonomy everything references
- 2Expenditure categories and revenue categories
- 3Expenditure type classes
- 4Creating expenditure types
- 5Nonlabor resources
- 6Project roles
- 7Designing the taxonomy
- 8What breaks
- 9Lab: design the taxonomy from a stated P&L