Page 3 - Unanet AE: Setting Up Projects

Default Bill Status ....................................................................................................... 22

Expense Markups/Codes........................................................................................... 22
Invoice Description..................................................................................................... 23

Invoice Filters ............................................................................................................. 23
Invoice Posting Groups.............................................................................................. 23

Rate Schedules .......................................................................................................... 23
Revenue Recognition/Profit Centers ......................................................................... 23
Time Sheet Comment Templates.............................................................................. 23

Labor Code Groups ................................................................................................... 23

Choose Text Color ..................................................................................................... 23
Tour 2.1 – Review the Project Explorer .................................................................... 24
Check Your Understanding ........................................................................................ 25

Lesson 3: Work with Projects ................................................................ 26

Learning Objectives .................................................................................................... 26
Create Projects ............................................................................................................ 26

Project Creation Notes ............................................................................................... 26
Activity 3.1 – Create a New Project and Edit Project Structure ............................... 26

Activity 3.2 – Copy a Project...................................................................................... 29
Activity 3.3 – Create a New Project using a Template ............................................. 30

Activity 3.4 – Create a New Project Using an Action ................................................ 31
Roll-up Nodes............................................................................................................... 32

Activity 3.5 – Create a Roll-up Node for Grouping Projects ..................................... 32
Activity 3.6 – Run a Report with a Roll-up Node ...................................................... 33

Check Your Understanding ........................................................................................ 34
APPENDIX A: Check Your Understanding Answer Key ....................... 35

Lesson 1: Project Tabs ............................................................................................... 35
Lesson 2: Setting Up Time and Expense ................................................................. 36

Lesson 3: Work with Projects .................................................................................... 37
COMPLETION CERTIFICATE AND EVALUATION ................................. 38

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