Page 3 - Unanet AE: Using Project Management

Activity 1.7 – Set Predecessor Relationships ......................................................... 29
Basic Budget Setup ................................................................................................. 30

Activity 1.8 – Set up a Basic Budget ...................................................................... 31
Allocations ............................................................................................................... 33

Activity 1.9 – Add Allocations ................................................................................. 33
Resource Schedule ................................................................................................. 34

Activity 1.10 – Scheduling Resources .................................................................... 35
Budgeting ................................................................................................................. 39

Activity 1.11 – Budget Expenses ............................................................................ 39
Project Type ............................................................................................................. 41

Activity 1.12 – Change Charge Type ...................................................................... 42
Scheduled Projects ................................................................................................. 42

Activity 1.13 – Add Scheduled Projects to Time Sheet .......................................... 42
Reporting .................................................................................................................. 43

Activity 1.14 – Run Project Planning Reports ......................................................... 44
Check Your Understanding .................................................................................... 45

Lesson 2: Overseeing Plans and Schedules ......................................... 46
Learning Objectives ................................................................................................ 46

Gantt Charts ............................................................................................................. 46
Gantt Chart Steps .................................................................................................. 46

Gantt Item Descriptions .......................................................................................... 46
Activity 2.1 – Work with a Gantt Chart .................................................................... 48

Schedules ................................................................................................................. 49
Key Concepts ......................................................................................................... 49

Field Descriptions ................................................................................................... 50
Activity 2.2 – Use the Resource Scheduler ............................................................ 52

Reporting .................................................................................................................. 54
Activity 2.3 – Run Reports for Monitoring Project Plans ......................................... 54

Check Your Understanding .................................................................................... 56

Lesson 3: Project Monitoring .................................................................. 57
Learning Objectives ................................................................................................ 57
Budget Changes ...................................................................................................... 57

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