Page 42 - Unanet AE: Using Project Management

• 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.
4. Select Billable in the Charge Type field.
5. Select the Save button.
6. Type PN0006 in the Search field.
7. Press Enter. The Project applet populates with information for New Building 2.
8. Select Billable in the Charge Type field.
9. Select Back Cove Trail Systems in the Client field.
10. Select the Save button.

Scheduled Projects

The Add Scheduled Projects tool on an employee timesheet displays a distinct list of
scheduled projects based on the supplied date range. The employee checks off which
projects to apply to the current time sheets.

Activity 1.13 – Add Scheduled Projects to Time Sheet

In this activity, add scheduled projects to a time sheet.

Activity Steps

Desktop
1. Navigate to Personal > Time Sheets. The Time Sheet applet opens.
2. Select the Add Scheduled Projects link. The Scheduled Projects window
opens.
3. Select the <date range> used to schedule resources in Activity 1.11, Part 2
step 11. Note: The dates do not need to be exact, just ensure the range you
select includes the dates used in the prior activity.

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