Page 3 - Unanet AE: Administering the System

Activity 2.5 – Create Expense Codes/Groups ........................................................ 25

Unit Billing ................................................................................................................ 27
Activity 2.6 – System Configuration to Support Expense Units .............................. 27
Activity 2.7 – Add Unit to Expense Group .............................................................. 28

Labor Codes/Groups ............................................................................................... 28
Activity 2.8 – Create Labor Codes/Groups ............................................................. 28

Job Titles .................................................................................................................. 30
Activity 2.9 – Create Job Titles ............................................................................... 30

Check Your Understanding .................................................................................... 31

Lesson 3: Managing Benefits ................................................................ 32
Learning Objectives ................................................................................................ 32

Benefit Accrual Setup ............................................................................................. 32
Activity 3.1 – Set Up Benefits ................................................................................. 32

Accrual Schedules ................................................................................................... 34
Activity 3.2 – Create Accrual Schedules ................................................................ 34

Check Your Understanding .................................................................................... 37
Lesson 4: Project Administration .......................................................... 38

Learning Objectives ................................................................................................ 38
Rate Schedules ........................................................................................................ 38

Activity 4.1 – Create Rate Schedules ..................................................................... 38
WBS Templates........................................................................................................ 40

Activity 4.2 – Create WBS Templates .................................................................... 41
Check Your Understanding .................................................................................... 42

Lesson 5: Managing PM Permissions and Access .............................. 43

Learning Objectives ................................................................................................ 43
Permissions and Special Rights for PM Applets .................................................. 43
Activity 5.1 – Set Up Permissions and Special Rights for PM Applets ................... 43

PM Security and Access ......................................................................................... 44

Activity 5.2 – Grant Access to Projects and Cost ................................................... 45
Project Roles ............................................................................................................ 47
Activity 5.3 – Create and Manage Project Roles .................................................... 47

Resource Groups ..................................................................................................... 48

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