Page 18 - Unanet GovCon: Managing Project Execution and Control - Participant Guide (ILT)

NUMBER OF PERIODS: 24

COLUMN OPTIONS:  Show Projects  Show People

 Hours & Charge Details
CELL OPTIONS:

 Adjustments using Worked Date within range
ADJUSTMENTS:  Include Pending Adjustments

INCLUDE EXPENSE  Using Line Item Date within range
REPORTS:  Include non-completed Expense Reports

4. Press Run Report.

For each project, note whether the displayed actuals fall within the budget:

PROJECT Hr L$ E$
253CONSULT PM3-FORECAST-CP
253CONSULT PM3-FORECAST-FP
253CONSULT PM3-FORECAST-TM

Rather than generating multiple reports for the same project(s), Unanet offers the
Project Control Panel report, which provides a consolidated high-level view of project
data with options to drill down into selected reports and screens to view supporting
details. Opening the Project Reports menu of a record on this report displays the
following options, depending on the user’s roles and whether related Properties settings
have been enabled:

Report Name Description Required Role(s)

Billing & Revenue Summarizes all billing and revenue Administrator
P&R Administrator
transactions posted to the general ledger for
Summary a selected project through a given date Billing Manager
Billing Viewer
Cost Summary & Status Provides a weekly, monthly, or quarterly view Administrator
of project actuals sorted by Cost Element P&R Administrator

Displays invoice status including invoice Administrator
date, invoice number, and other summary P&R Administrator
Invoice Status information for draft, completed, and Billing Manager
extracted invoices Billing Viewer

Collects all projects, user-defined field Administrator

Organization Activity values, and timesheet comments for a P&R Administrator
selected Project Org or Owning Org through
Project Manager
a given date range Project Lead

LESSON 3: MONITORING AND CONTROLLING PROJECT PEFORMANCE
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