Page 58 - Unanet AE: Using Project Management

7. Select Change Order > View Change Orders. The Change Orders window
opens.
8. Double-click on the Change order. The Update Change Orders window opens.
9. Select the Approve button. A confirmation message displays. Note: You must
be an administrator to see this option.
10. Select the Yes button.
11. Select the X button to close the Change Orders window.
12. Select the WBS button.
13. Select the Code column for 001 Civil.
14. Type 005 in the Code field.
15. Type Add Service in the Name field.
Part 2: Run change order report
1. Navigate to Utilities > Custom Reports. The Custom Reports applet opens.
2. Verify All is selected in the System field.
3. Verify All is selected in the Type field.
4. Type Change Orders in the Name field. The list of reports filters.
5. Double-click Change Orders.
6. Select the Modules/Applets tab.
7. Select the Project Management check box.
8. Select the Permissions tab.
9. Verify that the Administrator check box is selected.
10. Select the Save button.
11. Navigate to Project Management > Change Orders. The Change Orders
window opens.
12. Select the Print button.

Rate Schedules

Unanet AE’s Rate Schedules applet allows users to assign rates based on job title or to
a specific employee, or both. A single rate schedule can support multiple time periods
and can be updated as needed based on scheduled rate increases/changes without
having to create a new rate schedule. Rate schedules are date sensitive, so the
planned rate changes can be scheduled so that timesheet entries made before the
change will apply previous rates and timesheet entries made after the change will apply
the new rates. These rate schedules can then be assigned to a project or even specific
nodes within the project. The rates in a rate schedule will supersede those found in the
employee’s record. In the absence of a rate schedule, the rate will not populate
automatically when performing project planning. Using a rate schedule saves time in the
project planning stage and allows for more accurate and flexible cost estimation and
resource allocation.

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