Page 41 - Unanet AE: Using Project Management

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.
• Opportunity - Opportunities are similar to indirect projects. However, they are
client-related, and charges can be placed on hold. If an opportunity becomes a
billable project, the charges on hold can then be either billed or written off.
• Plan - Plans cannot receive charges. Plans only exist for the purpose of project
planning.

Activity 1.12 – Change Charge Type
In this activity, you change the charge type from plan to billable.

Activity Steps

Desktop
1. Navigate to Project Administration > Projects. The Projects applet opens.
2. Type PN0005 in the Search field.
3. Press Enter. The Project applet populates with information for New Building.

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