Page 60 - Unanet AE: Using Project Management

4. Right-click PN0005 in the Project Explorer section.
5. Select Rate Schedules. The Rate Schedules window opens.
6. Select PN0005-001. Note: A Rate Schedule can be assigned at any level of the
WBS. Any node in the WBS without a specified Rate Schedule will default to the
Rate Schedule assigned to the node above them (I.e.: a task with no Rate
Schedule will default to the Rate Schedule assigned to the phase and a phase
without a rate schedule will default to the Rate Schedule assigned to the project.)
7. Select the Use Rate Schedule radio button in the Bill Rate section.
8. Select the Lookup icon in the first field. The Find: Rate Schedules window
opens.
9. Double-click Standard Bill Rates.
10. Select the Save and Close button.

Part 3: Use the Rate Tester
1. Navigate to Utilities > Rate Tester. The Rate Tester applet opens.
2. Select the Lookup icon in the Project Path field. The Project Search window
opens.
3. Select PN0005 New Building.
4. Double-click 001-002 (Pre-Design / Electrical).
5. Select the Lookup icon in the Employee field. The Employee Lookup window
opens.
6. Double-click TAC01 Cruz, Theresa A.
7. Select the Lookup icon in the Job Title field. The Job Title Lookup window
opens.
8. Double-click ADM01, Admin.
9. Enter <Today’s Date plus 2 weeks> in the Work Date field.
10. Select the Get Rates button. The rates display. Note the $75 rate for Bill Rate.
11. Enter <Today’s Date minus 2 weeks> in the Work Date field).
12. Select the Get Rates button. The rates display. Note the $200 rate for Bill Rate.
This reflects the older bill rate prior to the date and rate set in part 1.

Earned Value Tracking

Earned Value is a project management technique used to measure the progress and
performance of a project. It helps compare the actual work completed and costs
incurred to the planned work and costs. This allows project managers to assess if the
project is on track, behind schedule, or over budget.

In Unanet AE, the Earned Value feature is used to track and analyze project
performance. Here are the general steps to use the Earned Value feature in Unanet AE:

1. Enter the budgets (or for more detail, enter resource schedules) for a project.
Once budgets are configured, saving the baseline can allow you to compare
baseline (Budget (PV)) to current (Budget Current).

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