Page 19 - Unanet GovCon: Managing Project Execution and Control - Participant Guide (ILT)

Project Viewer
Project Approver
Resource Requestor
Compares plans, assignments, and actuals Administrator
for selected projects in a daily, weekly, P&R Administrator
Project Transactions monthly, or quarterly bar graph with an Billing Manager
option to include a cumulative line Billing Viewer

Part 2: Using the Project Control Panel
1. Navigate to Reports > Dashboard > Project Accounting Reports.
2. Under Summary Reports, select “Project Control Panel”.
3. Modify the report criteria as indicated below:

REPORT ON: All Projects I can see

CONTRACT: PM3-CONTRACT-FORECAST

DATE RANGE: Calendar – Current Year

SORTING OPTIONS:  Sort by Project

 A/R Balance  Funded Value  Status
COLUMN OPTIONS:  Billing Type  Inception To Date  Total Value
 Budget  Project Date Range  Year To Date
 Current Period

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

INCLUDE EXPENSE REPORTS:  Using Expense Report Completion Date within range

COST SUMMARY & STATUS REPORT CLICK-THROUGH OPTIONS:
COST REPORT NAME: UU_PM Profit (Gross)

INDIRECT COST RATE:  Provisional

REPORTING PERIOD: Calendar:  Year
1/1/2024 Start Date
1
NUMBER OF PERIODS:
 Show Actuals
ROW OPTIONS:  Show Actuals Combined with  Budgets
6/15/2024 Use Actuals Through Date

Calculate remaining plan/budget based on:
 Remaining hours/expenses per work day

LESSON 3: MONITORING AND CONTROLLING PROJECT PEFORMANCE
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