Page 41 - Unanet AE: Using Project Management

5. Select Edit > Planning Preferences. The Planning preferences window opens.
6. Select the Schedules tab.
7. Clear the Auto calculate dollars from hours/units check box.
8. Select the Save button.

Part 2: Add Allocations to Other Direct Charges (ODC)

1. Select Schematic Design. Additional details display.
2. Select the ODC button.
3. Select the Allocate tab.
4. Select Actions > Add Resource. The Add resource window opens.
5. Select the 001 Lodging check box.
6. Select the Add button.
7. Type 400 in the Allocated amount field for Lodging.

Part 3: Schedule Out-of-Contract Consultant (OCC) Resources

1. Select the OCC button.
2. Select the Schedule tab.
3. Select Actions > Add Resource. The Add resource window opens.
4. Select the COE01 Coastal Electric check box.
5. Select the Add button.
6. Select Amount in the Schedule with field.
7. Select the Change Expense Types down arrow for Coastal Electric. The
Change expense types window opens.
8. Select the 008 Consultant radio button.
9. Select the Add button.
10. Type 5000 in the <first weekly cell> for Coastal Electric.
Part 4: Reset planning preferences
1. Select Edit > Planning Preferences. The Planning preferences window opens.
2. Select the Schedules tab.
3. Select the Auto calculate dollars from hours/units check box.
4. Select the Save button.

Project Type

Charge Type determines the type of project. There are five types of projects in UAE.
The choice affects the chargeable nature of the project.
• Billable - Billable projects that can be invoiced and require a client.
• Indirect - Indirect projects that are overhead projects. They can be charged to
but, never invoiced.
• Projection - A Projection cannot receive charges. Projections are used to record
estimated revenue for future endeavors. Projects can always change their type.

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