Page 3 - Unanet AE: Administering the System

Activity 2.5 – Revise a Timesheet Period ............................................................... 24

Activity 2.6 – Use Timesheet Adjustments ............................................................. 25
Time and Expense Templates................................................................................. 25
Activity 2.7 – Create and Apply Time and Expense Templates .............................. 25

Expense Codes ........................................................................................................ 26

Activity 2.8 – Create Expense Codes/Groups ........................................................ 27
Activity 2.9 – Import Expense Sheets ..................................................................... 28
Unit Billing ................................................................................................................ 29

Activity 2.10 – System Configuration to Support Expense Units ............................ 29

Activity 2.11 – Add Unit to Expense Group ............................................................ 30
Labor Codes/Groups ............................................................................................... 31
Activity 2.12 – Create Labor Codes/Groups ........................................................... 31

Job Titles .................................................................................................................. 33
Activity 2.13 – Create Job Titles ............................................................................. 33

Check Your Understanding..................................................................................... 34

Lesson 3: Managing Benefits .................................................................. 35
Learning Objectives ................................................................................................ 35

Benefit Accrual Setup ............................................................................................. 35
Activity 3.1 – Set Up Benefits ................................................................................. 35

Accrual Schedules ................................................................................................... 37
Activity 3.2 – Create Accrual Schedules ................................................................ 37

Check Your Understanding..................................................................................... 40
Lesson 4: Project Administration ............................................................ 41

Learning Objectives ................................................................................................ 41
Rate Schedules ........................................................................................................ 41

Activity 4.1 – Create Rate Schedules ..................................................................... 41
WBS Templates........................................................................................................ 43

Activity 4.2 – Create WBS Templates .................................................................... 44
Move Project Transactions ..................................................................................... 45

Activity 4.3 – Move Project Transactions ............................................................... 45
Check Your Understanding..................................................................................... 47

Lesson 5: Managing PM Permissions and Access ............................... 48

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