Page 12 - Unanet AE: Using Project Management

• Labor Budget Amount - Budgeted Dollars. Must be entered at the lowest node
of the project.

Allocations Pane
The Allocations pane is where project managers make allocations to the WBS levels of
a project. Allocations must be defined at the lowest level of the project. In the initial
planning stages of a project, allocations typically represent the initial budget. As the
project progresses, the allocations can be altered if desired. Additionally, Estimates to
Complete can be entered against allocations. In the planning stage, Estimate to
Complete will default in from the allocations amount.

Button Descriptions (Top of Grid)
• Refresh - Refreshes the currently loaded data.
• Sprocket icon (Column Chooser) – A window opens that allows you to select
the columns that you would like to see in your Project section.

Button Descriptions (Bottom of Grid)
• Grid icon (Grid View) Button – Opens the Allocations window in the grid view.
• Chart icon (Chart View) Button – Opens the Allocations window in the chart
view.

Allocations Grid
• Code - Code of the Project Level
• Name - Name of the Project Level
• Alloc. Units - Allocated Units (Hours for labor / Units for non-labor).
• Alloc. Amount - Allocated Dollars
• ETC Units - Estimate to Complete Units (Hours for labor / Units for non-labor).
• ETC Amount - Estimate to Complete Dollars
• Rate - Displays the Labor Rate for Labor and the Cost or Marked Up rate for
Expenses. This is driven by the Budget By Rate setting located in the Project
Plan Settings.
• % of Budget - Percentage of Budget that the allocation represents. When filled
out, the allocation will look at the budget amount from the Project grid to calculate
the figures.

Resource Schedule Pane
Resource schedules are entered against allocations. They may be scheduled against
individual resources (for labor) or vendors (for non-labor) or against no particular
resource (for labor) or vendor (for non-labor) by using the Generic resource name or
General Vendor name, respectively.

©2024 Unanet. All rights reserved. 12