Page 17 - Unanet GovCon: Managing Project Execution and Control - Participant Guide (ILT)

Navigate to the Budget tab of the Project Profile for each project below and enter the
current value of each field:

HOUR LABOR EXPENSE
PROJECT CODE BUDGET BUDGET BUDGET

PM3-FORECAST-CP
PM3-FORECAST-FP
PM3-FORECAST-TM

The project team can begin the review with a high-level understanding of the status of
ongoing efforts using the Project Periodic Actuals report, which can display cost or
revenue actuals in a variety of time period layouts from daily to yearly. The report output
can be displayed in hours, Full Time Equivalents (FTEs), labor and expense values as
summed totals, or with hours, labor, and expense values shown separately. Project
Administrators will need to have the Bill Rate Manager and/or Cost Rate Manager roles
to view cost data or enable the Property setting “Allow Project Cost Reporting for Non-
Cost Rate Managers”. This report briefly answers the question of where each project
stands with regards to time, scope, and cost.

Activity 3.1 –The Periodic Review
Gus Lead, the Project Lead, also has the Manager and Resource Assigner roles.
MyCo’s Properties are set to allow non-Cost Rate Managers to view cost data on
Project Accounting reports. Log in as Gus (glead/welcome) to generate the
reports necessary to conduct a periodic review of projects under his
management and assess the findings.

Activity Steps

Part 1: Review Project Actuals
1. Navigate to Reports > Dashboard > Project Reports.
2. Under Periodic Reports, select “Actuals”.
3. Modify the report criteria as indicated below:

REPORT ON: All Projects I can see

PROJECT: CS-GOV-CON – 253CONSULT PM3-FORECAST-CP
CS-GOV-CON – 253CONSULT PM3-FORECAST-FP
CS-GOV-CON – 253CONSULT PM3-FORECAST-TM

REPORTING PERIOD: CALENDAR:  Semi-Month
1/1/2024 Start Date
Calendar – Current Year

LESSON 3: MONITORING AND CONTROLLING PROJECT PEFORMANCE
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