Page 44 - Unanet AE: Using Project Management

o UT > Custom Reports
o Compares budget amount to billed revenue plus effort with a billing status
of R or H.
• Project Plan
o PM > PM Reports
o Budgetary information summarized at the allocation level (Job Title for
Labor; Expense Code for Non-Labor) derived from project Planning.
• Project Budget Analysis (Bill Amount)
o PM > Project Reports
o This report compares Project budget amount to Project actuals at the
billable rate (effort).

Activity 1.14 – Run Project Planning Reports
In this activity, you will run project planning reports.

Activity Steps

Desktop
1. Navigate to Project Management > Project Planning. The Project Planning
applet opens.
2. Type PN0005 in the Code field.
3. Press Enter. The Project Planning applet populates with information for New
Building.
4. Select the Print button. The Project Planning window opens.
5. 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.
6. Select the OK button. The report displays. This format can easily be exported to
Excel.

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