Page 8 - Unanet AE: Setting Up Projects

Chat Handle
Chat Handle - Handle for instant messaging applications like Slack, Skype, etc.

General Note
The General Note tab is used to store general notes regarding the project. This note
actually appears within billing within PA Bill review, and PM Bill review.

Market Sectors
The term Market Sector is typically used to describe a part of the economy. It can be a
set of businesses that are buying and selling similar goods and services that are in
direct competition with one another. A project can be assigned to one or more market
sectors. A percentage can be placed next to each market sector to designate the
percentage of the project's cost and revenue that should be assigned to a particular
market sector. Financial statements can use these percentages. Also, project
management reports can be printed by market sector.

Below are field descriptions for the Market Sectors tab grid.
• Apply - Selects the Market Sector(s) to be used on the current project.
• Sector Name - Name of the Market Sector is a user defined field so it can be
edited to specific needs. The Market Sector list is managed under
Administration > List Management > Market Sectors.
• % - Designates the percentage of the project's cost and revenue that should be
assigned to a particular market sector.

Members
The Members tab establishes project leaders, team members, and organizational
charging of a project.

Below are field descriptions for the Members tab.

Project Leaders
• Principal In Charge - The Principal that owns this project. Acts as a filter in
Project Management reporting. Also allows permission for the creation of work
orders.
• Project Accountant - The Project Accountant acts as a filter in Project
Management reporting. It also allows the user to make billing adjustments and
invoice this project. It also allows permission for the creation of work order.
• Project Manager - The Project Manager acts as a filter in Project Management
reporting. It also allows the user to plan a project, review project billings, and
generate work orders for that project.

Lesson 1: Project Tabs ©2023 Unanet. All rights reserved. 8