Page 10 - Unanet AE: Using Project Management

o New – Creates a new project plan.
o New From Template - With appropriate permissions, you can create a new
plan from template.
• Edit - Additional edit options
o Preferences - When selected, the Planning Preferences window
appears.
• View - Additional view options
o Options - When selected, the header showing the project name and rate
schedule show in the header.
o Project Figures - Prints the Project Figures Report for the current project.
o Gantt - Prints the Gantt chart for the current project.
o Earned Value - Displays the Earned Value pop-up.
• Tools - Additional tools options
o Save as Baseline - Saves the budgeted amounts as the baseline for the
project.
o Recalculate Rates - Recalculates rates for allocations, scheduled, and
ETC.
• New
o Plan - Creates a new project plan.
o Plan from Template - With appropriate permissions, you can create a new
plan from template.
• Copy – Copies the project.
• Delete – Deletes the project.
• Print - Runs the Project Planning Report.
• Gantt - Prints the Gantt chart for the current project.
• Earned Value - Displays the Earned Value window.
• Percent Complete History - Displays the Percent Complete History window.
The percent complete is a “best guess” value of completion of a particular phase
at a specific moment in time.
• Resource Groups - Brings up the Resource Groups window.
• Planning Mode - Controls the PM Type of the information that is viewed in
Planning. Options are Labor, ODC, OCC, and ICC.
o Labor Mode - The Labor tab is used to allocate and schedule labor
resources. Allocations are done at the job title level. The Generic job title
can be used to allocate hours and dollars on the WBS to no particular job
title. Allocations are always made at the lowest level of the WBS. Clicking
on the bottom node of the WBS activates the Labor Allocations window
and allows the user to enter allocations and schedules for the selected
WBS.
o ICC, ODC, or OCC Mode - Allocations are made at the expense code
level. A Generic expense is used to allocate units and dollars on the WBS
to no particular expense code. Allocations are always made at the lowest

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