Page 4 - Unanet AE: Administering the System

Learning Objectives ................................................................................................ 48

Permissions and Special Rights for PM Applets .................................................. 48
Activity 5.1 – Set Up Permissions and Special Rights for PM Applets ................... 48
PM Security and Access ......................................................................................... 49

Activity 5.2 – Grant Access to Projects and Cost ................................................... 50

Project Roles ............................................................................................................ 52
Activity 5.3 – Create and Manage Project Roles .................................................... 52
Resource Groups ..................................................................................................... 53

Activity 5.4 – Create Resource Groups .................................................................. 53

Check Your Understanding..................................................................................... 55
Lesson 6: Managing Reports ................................................................... 56

Learning Objectives ................................................................................................ 56
Reporting Overview ................................................................................................. 56

Reporting Permissions ........................................................................................... 57
Activity 6.1 – Manage Reporting Management Applets Permissions ..................... 57

Managing Report Management Reports ................................................................ 58
Demo 6.2 – Explore Report Management .............................................................. 58

Managing PM Report Designer Reports ................................................................ 59
Activity 6.3 – Manage PM Reports Permissions and Defaults ............................... 59

Managing Custom Reports/Actions ....................................................................... 60
Activity 6.4 – Manage Custom Reports/Actions ..................................................... 60

Check Your Understanding..................................................................................... 62
Lesson 7: Creating Reports ..................................................................... 63

Learning Objectives ................................................................................................ 63
ReportBuilder ........................................................................................................... 63

Activity 7.1 – Create and Edit ReportBuilder Reports ............................................. 64
Masterfile Queries .................................................................................................... 67

Activity 7.2 – Create Queries.................................................................................. 67
Query Builder ........................................................................................................... 70

Activity 7.3 – Create SQL Queries Using Query Builder ........................................ 70
Financial Statement Designer................................................................................. 71

Activity 7.4 – Create Financial Reports .................................................................. 71

Table of Contents ©2025 Unanet. All rights reserved. 4