Page 26 - Unanet AE: Setting Up Projects

LESSON 3: WORK WITH PROJECTS

Learning Objectives

Summarize how to create a new Project and edit the Project structure.
• Summarize how to create a new project.
• Explain how to create a roll-up node.

Create Projects
Projects are created in Project Administration > Projects and are used to manage
jobs throughout Unanet AE. Unanet AE Projects are built on the concept of Work
Breakdown Structure (WBS). Within the WBS project nodes are organized by levels and
are typically referred to as Project, Phase, and Task.

Project Creation Notes
When a project is first created, the top level is known as the Bill Terms Node (Project).
This is the node that receives the bulk of the project information such as who the client
is, what type of project it is, etc. All nodes beneath the Bill Terms Node (Project) can
have limited information entered such as Contractual Caps, Allowable Charging Date
Ranges, Budgets, and Rate Schedules.

The Bill Terms Node (Project) is usually the top node, but it can also live at the second
level. This is accomplished by inserting a Roll-Up Node above the Bill Terms Node
(Project). In this way multiple Bill Terms Nodes (Projects) can be grouped together for
project reporting purposes.

Charge Levels
Charge levels are important in the setup of projects. Charge levels need to be
established for ODC, OCC, and ICC charges. The setting dictates at what level of the
WBS charges can be applied.

By default, that level is the bill terms level. Labor can be charged only to a bottom node
(a node with no children). Once the project is created, this can be changed by right-
clicking the project and selecting Change Levels.

Activity 3.1 – Create a New Project and Edit Project Structure

In this activity, you will create a new project and edit the project structure.

Lesson 3: Work with Projects ©2023 Unanet. All rights reserved. 26