Page 21 - Unanet AE: Using Project Management

Hours Per day

• Hours Per Day text-box- Number of hours to schedule per day on auto-
scheduling. If zero, hours will be evenly distributed across date range.
Allowable Days

• Allowable Days – Select which days of the week can be included when
scheduling.

Activity 1.3 – Determine Project Planning Preferences

In this activity, you will determine project planning preferences, including the
auto-fill from rate schedule functionality.

Activity Steps

Desktop
1. Navigate to Project Management > Project Planning. The Project Planning
applet opens.
2. Select the Lookup icon in the Search field. The Projects window opens.
3. Select Billable in the Charge Type field.
4. Select the Search button.
5. Double-click Hans Gruber Menswear.
6. Select Edit > Preferences. The Planning Preferences window opens.
7. Select the Schedules tab.
8. Select the Auto Fill From Rate Schedule check box.
9. Select the Save button.
10. Select the Edit icon for the Project grid. The Project Plan Settings window
opens.
11. Verify the Rate Schedule radio button in the Rate Method section.
12. Verify Standard Bill Rates in the Rate Schedule field.
13. Select the Rate Schedule radio button in the Filter Labor Allocations &
Resources By: section.
14. Select the Save button.

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