Page 40 - Unanet AE: Using Project Management

2. Select the Column Chooser icon for the Project grid. The Column Chooser
window opens.
3. Select the Show check box for the OCC Budget Amount column.
4. Select the Ok button.
5. Select the Timeline icon (calendar) to close the Window Range Timeline slider,
if necessary.
6. Select the u/$ icon in the bottom right corner of the Resource Schedule pane.
7. Select the Resource Code lookup icon in the Resource Schedule grid. The
Vendors Lookup opens.
8. Double-click JS Creative Group.
9. Select the Allocation Code lookup icon. The Expense Group Codes window
opens.
10. Double-click 008 Consultant.
11. Use the information in the table below to add budget values.

Note: Record these dates for use in later activities.

Resource 1 weekly 2 weekly 3 weekly
st
nd
rd
cell (dollars) cell (dollars) cell (dollars)
JS Creative Group 1000 1000 1000
12. Select the Resource Code lookup icon for the next line. The Vendor Lookup
opens.
13. Double-click Coastal Electrical.
14. Select the Allocation Code lookup icon.
15. Double-click 008 Consultant.
16. Use the information in the table below to add budget values.

nd
rd
st
Resource 1 weekly 2 weekly 3 weekly
cell (dollars) cell (dollars) cell (dollars)
Coastal Electric 5000
17. Select the Project Rollup icon for the Project grid. The Project Rollups window
opens.
18. Select the Allocated = Scheduled check box.
19. Select the Budget = Allocated check box.
20. Select the Rollup button. The Project and Allocations grids update.

Web
Part 1: Adjust planning preferences
1. Select Project Central. The Projects applet opens.
2. Select the Plans tab.
3. Select the New Building 2 project.
4. Select the Planning tab.

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