Page 23 - Unanet AE: Setting Up Projects

markup at lower levels will override higher levels (e.g. Task overrides phase, phase
overrides project).

Invoice Description
Users can enter general invoice description comments here.

Invoice Filters

This feature allows for using mixed style billings on a single project without the need to
create a roll-up project or an invoice group. A filter is a user-definable code that can be
placed on the second level nodes (usually called phases) within a project WBS.

Invoice Posting Groups

This gives you an option to assign invoice posting groups that override the default
posting groups set in automated invoicing.

Rate Schedules
Rate schedules drive the rates for labor entered against the project. Rates schedules
can be established here for bill rate, job cost rates and/or pay rates. Rate schedules can
be applied to any or all nodes of the WBS. Children nodes override parent nodes.

Revenue Recognition/Profit Centers
Revenue recognition is used to meet the generally accepted accounting principles
(GAAP) of recognizing revenue in the same accounting period in which the expense
was incurred.

Time Sheet Comment Templates
Comment templates allow for the entry of specific data in the Comment field. Comment
templates for time sheets can be added to all levels of the WBS.

Labor Code Groups
Labor codes are used to designate the work that an employee is doing. Labor code
groups can be added to all levels of the WBS.

Choose Text Color
Text color is used to change the text color of the project code and name in the Project
Explorer pane.

Lesson 2: Project Explorer ©2023 Unanet. All rights reserved. 23