Page 83 - Unanet AE: Using Project Management

In summary, analytic dashboards empower project managers by providing them with
real-time insights, facilitating data-driven decision-making, and promoting effective
communication and collaboration within the project team and with stakeholders.

Useful Dashboards for Project Management

My Projects - Project Managers (PM)
The Project Manager dashboard contains basic summary project information. It is
focused on unbilled and backlog. It returns all active projects for which the currently
logged-in employee is listed as responsible.

Filters
Items are filterable by:
• Project Type: Billable, Indirect, Opportunity, etc.
• Project location (US State)
• Contract Type

Each filter area has an option to expand to the full window size for easier viewing.

Dashboard Parameters
• Current_Period_Code: The GL that is used to determine which GL period
amounts are included in the Current columns
• Labor_Only: Determines if the amounts should include all types or just labor.

My Projects – Principal in Charge (PIC)
The My Projects - Principal In Charge dashboard contains basic summary project
information. It is focused on backlog and project cost multipliers. It returns all active
projects for which the currently logged-in employee is listed as responsible.

Filters

Items are filterable by:

• Principal In Charge
• Project Manager
• Project Type: Billable, Indirect, Opportunity, etc.
• Report Type
• Project location (US State)
• Contract Type

Each filter area has an option to expand to the full window size for easier viewing.

Dashboard Parameters

©2024 Unanet. All rights reserved. 83