Page 22 - Unanet AE: Setting Up Projects

PM Type Labor (Grid)
• Path - Project Path
• Name - Project Name
• CAP - Labor cap to be applied. Depending on the setup of the invoice design, the
labor cap can prevent the project from billing labor over this amount (aka hard
cap).
• Fixed Fee - Fixed fee amount. This amount is used in both percent complete and
lump sum billing. In both cases, the total contract amount for the node should be
put here.
• % Complete - This is the percent complete of the node. This can also be set from
Project Accountant Bill Review.
• Lump Sum - This is the lump sum portion of the fixed fee that is to be billed until
it reached the fixed fee amount. It is also accessible in the PA/PM Bill Review
screens. In order to use this feature, you must use an invoice design whose labor
section has been designated to use this field. Two new invoice formats that
support lump sum billing have been added. Lump Sum Level 1 works at the
project level while Lump Sum Level 2 works at the phase level (2nd level).
• ICC FF Portion - Dollar amount of fixed fee that should be attributed to ICC for
the entire WBS node.
• ICC Current FF - Dollar amount of fixed fee that should be applied to ICC on next
invoice.
• % of Fee - Looks at the Total Fee located in the Percent of Construction box and
uses the % to come up with the Fixed Fee amount for that node.
• Fixed Fee Notes - General notes about the node can be stored here. These are
accessible in PA & PM Bill Review.

PM Type Non-Labor (Grid)
• Path - Project Path
• Name - Project Name
• CAP - ODC or OCC Cap to be applied. Depending on the setup of the invoice
design, the cap can prevent the project from billing non-labor transactions over
this amount (aka hard cap).

Default Bill Status
This allows you to set the default bill status for transactions that go against this project.
These features do not limit the statuses; they simply specify the default value on a new
transaction.

Expense Markups/Codes
Expense multipliers and expense overrides on a per-project basis are established here.
Project Override Expense for ODC (Other Direct Charges) and CNS (Consultant
Expense), can be set at any level of the WBS (Work Breakdown Structure). Setting the

Lesson 2: Project Explorer ©2023 Unanet. All rights reserved. 22