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LESSON 10: CONFIGURE A PROJECT RECORD

Learning Objectives

• Navigate and configure the Project record
• Associate relationships to a Project

Introduction
The Marketing side of the Unanet CRM System includes the Project and Personnel Core
Data Modules and various Output and Support modules. The data tracked in these modules
is used to generate resumes, project profiles, and reports to help demonstrate your firm’s
expertise.

A Project record stores and interrelates project-specific data. Information includes a project
directory (Owner/Client, Consultant, and Staff Team), financials (Fees/Contracts, Costs,
and Change Orders), logistics (Schedule and Size), marketing (Images, Awards,
Publications, Descriptions, and References), and other documentation (Documents, Emails,
and Archiving).

Key project relationships include associations with companies and contacts (such as
owners, clients, consultants, and references), staff teams (your personnel), and the
relationship to the original opportunity.

Tour 10.1 – Identify and discuss Project record fields and tabs

Before creating a new Project record, please ensure you are not creating a duplicate.
Specific fields are required when adding a new project via the main menu or from the
Project Grid. Once those fields are populated and you click Create Project, you see the
Project Summary page. Click edit to add or make changes to the summary page.

Other information is stored in Project records and broken into several tabs, which you can
view by clicking. Each tab has buttons for editing and associating data. When you are done
editing within any tab, click the “Save” button.

The Images tab has its own Project Image Manager tool. You can find thumbnail
previews, metadata, and download capabilities for uploaded Project images here.

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