Page 57 - Unanet AE: Using Project Management

LESSON 3: PROJECT MONITORING

Learning Objectives

Identify ways to monitor a project.
• Recall how to update budgets.
• Explain how to use rate schedule periods in project planning.
• Summarize how to view percent complete history.

Budget Changes
The Project Planning applet brokers the process of submitting and approving change
orders. Unless the special permission Edit Budgets on All Project Types has been
granted, change orders are required to modify the budget of projects with the Charge
Type Billable or Indirect projects. This is not necessary for projects with the Charge
Type of Plan.

The Change Order screen allows for the separation of entering and approving change
orders. Project Managers can then enter change order requests while requiring
approval from someone else.

A special permission, Approve Change Orders, controls the ability to commit change
orders. Permissions are granted via Administration > Permissions.

Activity 3.1 – Update Budgets
In this activity, you will update the budget.

Activity Steps
Part 1: Create a Change Order
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 Change Order > Request Change Order. The New Change Order
window opens.
5. Type 10 in the Labor Hrs field for PN0005-001-001 Civil (first line).
6. Select the Save button.

Lesson 3: Project Monitoring ©2024 Unanet. All rights reserved. 57