Page 2 - Unanet AE: Setting Up Projects
P. 2
TABLE OF CONTENTS
Table of Contents...................................................................................... 2
ABOUT THIS PARTICIPANT GUIDE ......................................................... 4
Symbols used in this guide .......................................................................................... 4
Unanet Contact Information ......................................................................................... 4
Support Portal ................................................................................................................ 4
COURSE INTRODUCTION ........................................................................ 5
Learning Objectives ...................................................................................................... 5
Lesson 1: Project Tabs ............................................................................. 6
Learning Objectives ...................................................................................................... 6
Project Tabs ................................................................................................................... 6
General ......................................................................................................................... 6
General Note ................................................................................................................ 8
Market Sectors ............................................................................................................. 8
Members ...................................................................................................................... 8
Billing .......................................................................................................................... 10
Expense and G/L ....................................................................................................... 13
Taxes and Surcharges ............................................................................................... 14
Contacts ..................................................................................................................... 14
Addresses .................................................................................................................. 15
Documents ................................................................................................................. 16
Recent ........................................................................................................................ 16
Notes .......................................................................................................................... 16
Payments ................................................................................................................... 17
Tour 1.1 – Review the Project Applet........................................................................ 18
Check Your Understanding ........................................................................................ 19
Lesson 2: Project Explorer..................................................................... 20
Learning Objectives .................................................................................................... 20
Project Explorer ........................................................................................................... 20
Allowable Date Ranges ............................................................................................. 21
Charge Levels ............................................................................................................ 21
Contract Levels / Caps .............................................................................................. 21
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