Welcome

It's one website that brings our planning tools together in a single place, so we're not jumping between separate spreadsheets. It holds three connected apps.

Not right now — the site just opens. Sign-in tied to our Microsoft 365 accounts is part of the plan for the shared version (see What's coming next).

Open the portal link and pick an app from the sidebar on the left. The sidebar collapses if you want more room — just click to fold it in or out.

No. That's the whole point. You upload one spreadsheet on the home page and it feeds all three apps at once. (Admin)

The apps talk to each other in the background:

• Update the Level Loading info and the Bonus Tracker updates on its own.
• When a vacation is approved in PTO Manager, those days automatically shade in on the bonus sheet.

So a change in one place flows through everywhere it's relevant, instead of you updating things in three spots.

Three shared streams feed everything, so nothing is typed twice:

1. Weekly hours upload (home page, admin) — the BigTime export becomes the actual billable hours used by both the Bonus Tracker and Level Loading.
2. Manage Team (home page) — add someone once and they appear in all three apps.
3. Approved PTO — when a request is approved in PTO Manager, those days shade onto the Bonus Tracker's Q2 Overview so partial weeks are obvious.

It's the capacity planner. For every project it shows the demand (how much work is needed each week) against who's assigned, so you can spot who's overloaded or has room. Behind the scenes it reads the weekly hours upload for actuals and the team roster from Manage Team; the assignments and project demand you enter here are what the Bonus Tracker uses to project billings.

Click the project row in the grid. It expands to show who's assigned and their hours, which you can adjust right there.

There are two switch buttons on each project: click DIR ⇄ to flip between Direct and Indirect, or Appr ⇄ to switch Prospect and Approved.

Use the Manage Team button at the top of the home page — add them once and they flow into all three apps.

Use the quarter dropdown in the upper-right corner of the page to switch quarters.

It tracks the team's weekly billings against the quarterly goal and works out the bonus pool. The dashboard shows quarter-to-date actual vs goal, the average weekly pace, and the current pool. Other tabs break it down by team member, by project/client, and a Q2 Overview with plan-vs-actual for every week.

1. Surplus = actual billings − the quarter goal.
2. The pool is 75% of that surplus (admins can add Material/Other extras, also at 75%).
3. Each person's share is based on days worked in the quarter — paid PTO counts, unpaid time is excluded.

The split shown updates live as hours come in; the final distribution is locked at quarter end.

From the weekly hours upload on the home page (the BigTime export) combined with each consultant's bill rate. Approved time off is pulled live from PTO Manager and shaded onto the Q2 Overview so you can see why a week ran light.

Uploading the weekly hours and editing the goal/roster are admin actions. Everyone else sees the results. Because it shows real names and figures, be mindful of who you share the link with.

It handles time-off end to end: you request days, your manager approves them, and the team calendar plus everyone's balances update automatically. Approved days also feed the Bonus Tracker so partial weeks are accounted for.

Go to Approvals. Pending requests sit at the top — approve with one click, or reject with a short reason. Every request (past and present) is listed below with its status. Admins can also add PTO on someone's behalf from the Request page.

Consultants are on unlimited PTO, so there's no balance to burn down. Company holidays are auto-counted and excluded from your request total, and a morning- or afternoon-only request counts as half a day.

Date ranges admins flag as sensitive (a client deadline, an all-hands week). Anyone requesting those dates sees a warning and a minimum-coverage note — requests still come through for approval, they're not auto-rejected.

There's a Reports section in the portal for pulling things together.More templates coming

Yes — there's an appearance button in the lower right to adjust the look (vibe, accent color, cards, and more).

Right now, the changes you make (uploads and edits) are kept in your own browser on your own device. They aren't shared with the rest of the team yet.

Not in this version — each person currently has their own copy. The shared version is the next big step, and once that's in place everyone will read and write to the same live data.

Yes. The Bonus Tracker shows real names and figures, so be mindful of who you share the link with until access controls are in place.

Not yet — this is the bones of it. The layout and the apps are in place, but there's still background work to make everything run for real across the team.

Moving the data onto SharePoint so everyone reads and writes to the same live source instead of separate local copies. That's what turns it from “my copy” into a true shared tool. Sign-in through our Microsoft 365 accounts comes along with that.

Please do. The reason it's going out for a look now is to make sure it has everything we actually need before the rest gets built. Jot down anything that's confusing or missing.

It runs on Azure Static Web Apps, with the codebase in GitHub and a pipeline that auto-deploys updates. The GoDaddy DNS points at the Azure app so it'll live at a kocerconsulting.com address. The data layer is being moved to SharePoint for shared, live access.

Reach out to Gaby with questions, problems, or ideas — happy to walk anyone through it. gjohnson@kocerconsulting.com