Page 45 - Unanet AE: Administering the System

Activity 5.2 – Grant Access to Projects and Cost
In this activity, you will grant access to Projects and Cost.

Activity Steps

Part 1: Assign a Job Type
1. Navigate to Human Resources > Employees. The Employees applet opens.
2. Type EPF01 in the Employee Lookup field.
3. Press Enter. The Employees applet populates with the information for Erwin P.
Fletcher.
4. Verify that the Project Manager or Principal-In-Charge is selected in the Job
Type field.
5. Select the Save button if changes were made.

Part 2: Review Rate Options
1. Select the Accounting / Rates tab.
2. Ensure the following Rate Options permissions are selected:
• Can View Pay Rate
• Can View Pay Rate in Summary
• Can View Job Cost Rate
• Can View Job Cost in Summary
3. Select the Save button if changes were made.
4. Close the Employees applet.

Part 3: Assign a Project Manager to Project
1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type 20210000 in the Project Lookup field.
3. Press Enter. The Hypoch Park Pedestrian Bridge project information displays.
4. Select the Members tab.
5. Select Lookup in the Project Manager field. The Employee Lookup window
opens.
6. Double-click Erwin P. Fletcher. This gives the employee access to this Project
when running reports, working with budgets, and performing Bill Review.
7. Select the Save button.
8. Close the Projects applet.

Lesson 5: Managing PM Permissions and Access ©2022 Unanet. All rights reserved. 45