During this sprint, we updated our settings to allow Administrators to designate temporary Administrators to support their users, added a Per Minute calculator to Resource Tracking, and improved our Roster Validation methodology.
Buy-side Administrators manage a wide variety of time-sensitive activities (processing event requests, reviewing interactions, etc.) on behalf of the Portfolio Managers and Analysts they cover. To keep these important activities in motion when an Adminisrator is out of office or just needs a helping hand, Administrators can now designate other team members as temporary Administrators.
Temporary admins can be set by navigating to: Profile > Notifications > Manage Admin Desginee
Rate Calculator: Per Minute
For certain interactions, value can be proxied by duration. For example, a 3-hour on-site meeting with a Sell-side Analyst will likely be of more value than a 30-minute on-site meeting with the same Sell-side Analyst. For these interactions, users can leverage our new Per Minute calculator to set a dollar rate per minute multiplier. The Per Minute calculator is available to Administators in the Rate Card along with all of our other calculators.
Roster Validation: Name Aliases
Without a way to associate interactions to a valid employee roster, the analysis and allocation of resource consumption is a difficult if not impossible task. To assist Buy-side Administrators with this, the upgraded Roster Validation tool allows Administrators to map investor names as aliases. Previously, our Roster Validation supported emails and 3rd party IDs.
To enable Roster Validation, please contact your Client Success Manager.