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•  ICC WIP - Displays the total amount of transactions as of the given date that are
                       considered ICC WIP. Enabled at Global Settings > A/R tab > PA/PM Bill
                       Review Settings.
                   •  Rate Schedule - Displays the Rate Schedule associated with the project.
                   •  Invoice Comments - These are comments that will show up on the invoice
                       header of the system invoice designs. This can also be modified on the project at
                       Projects > Billing tab > Invoice Comments.
                   •  Instructions to Biller - These are internal notes intended for the Project
                       Accountant. As the invoicing period is changed, the comments are saved,
                       however, they are blank for the new period.

               Filter Window
               The filter window is available to assist in narrowing down your search.

               Field Descriptions
               Filter Window (Grid)
                   •  Path - Project Path.
                   •  Name - Project Name.

               Filter Window (Bottom)
                   •  Quick Filter (Text Box) - A Quick Filter is at the top of the panel. This will filter
                       projects whose path begins with the characters entered.
                   •  As of Date - Used as a cutoff date to limit the transactions that you are reviewing.
                   •  Project Leader - Depending on the selection in the Limit To dropdown, projects
                       that have the selected leader as the Leader type will be returned.
                   •  Limit To - When checked (and the Project Leader dropdown is filled out), only
                       projects where the stated Project Leader is a project manager will be returned.
                   •  Show Only PM Reviewed - When checked, only projects that have the PM
                       Reviewed checkbox selected will be returned.
                   •  Has Fixed Fee - When checked, only projects that have Fixed Fee values will be
                       returned.
                   •  Has WIP - When checked, only projects that have WIP values will be returned.
                   •  Load - When selected, all projects that match the filter criteria will fill into the
                       Filter Window.

               Additional Field Descriptions (Column Chooser)
               Filter Window Grid
                   •  Client - Client associated with the Project.
                   •  WIP - Total WIP.
                   •  PA Reviewed - Checkbox that displays the PA Reviewed status.
                   •  PM Reviewed - Checkbox that displays the PM Reviewed status.




               LESSON 1: A/R JOURNALS                                       ©2024 Unanet. All rights reserved.   42
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