Page 9 - Unanet AE: Using Project Management

Key Concepts
• All Project Planning entries automatically save once you leave the field. This
eliminates having to save individual sections.
• Project Planning is broken into three sections:
o Project - The Project grid is where Project Managers can create the WBS
structure of the project, modify budget amounts, and manage change
orders, etc. The WBS can be modified when the WBS button is selected in
this window. The data can be modified when the Data button is selected in
this window.
o Allocations - The Allocations grid is where Project Managers can add
allocations to the WBS levels of a project. Allocations must be defined at
the lowest level of the project. In the initial planning stages of a project,
allocations typically represent the generic resource needs. Allocation
totals can define WBS budgets via the Project Rollup feature. Additionally,
estimates to complete can be entered against allocations. In the planning
stage, estimate to complete will default in from the allocations amount.
o Resource Schedule - The Resource Schedule grid is where Project
Managers schedule resources. They may be scheduled against generic
resources (Job Titles or Expense Codes) or specific resources
(Employees or Vendors).
• You can schedule in different modes:
o Labor Mode - The Labor Mode is used to schedule labor resources.
Resource scheduling is always made at the lowest level of the WBS.
Clicking on the bottom node of the WBS activates the Resource
Scheduler grid and allows the user to enter resource schedules for the
selected WBS.
o Non-Labor (ODC, ICC, or OCC) Modes – ODC (Other Direct Charges),
ICC (In-Contract Consulting), and OCC (Out-of-Contract Consulting)
Modes are used to schedule expense or vendor resources. Resource
scheduling is always made at the lowest level of the WBS. Clicking on the
bottom node of the WBS activates the Resource Scheduler grid and
allows the user to enter resource schedules for the selected WBS.

Field Definitions

Field Definitions are listed below by section.

Toolbar

The Project Planning Toolbar gives the user (If given the appropriate permissions)
numerous capabilities. The Unanet AE Toolbar is dynamically built in accordance with
the active applet on the screen. Aside from the standard toolbar options this applet has
a number of additional options including the following:
• File - Additional file options

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