Page 30 - Unanet GovCon: Managing Project Execution and Control - Participant Guide (ILT)
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6. On the row for the user “Harriette Anderson”, select the three-dot menu and
select Swap Person.
7. In the Swap Person window, select “Gerald Jefferson” and press Apply.
8. In the row for the user “Henry Douglas”, select the cell JUL-16 and add 20
hours.
9. Press Save Assignment.
Part 3: Re-run the metric reports to review the impact of the changes
1. Navigate to Reports > Dashboard > Project Accounting.
2. In the Summary Reports column, select the report “Project Revenue & Funding
Summary” and modify the report criteria as indicated below:
REPORT ON: All Projects I can see
PROJECT: CS-GOV-CON – 253CONSULT PM3-FORECAST-TM
DATE RANGE: 6/15/2024 to 12/31/2024
Include Actuals and Assignments for Active Plan Sets
FORECAST OPTIONS: 5/31/2024 Use Actuals Through Date
Calculate remaining plan/budget based on:
Remaining hours/expenses per work day
Using Line Item Date within range
INCLUDE EXPENSE REPORTS: Include non-completed Expense Reports
3. Press Run Report.
Part 4: Create a Project Note to document the project review
1. Navigate to Contracts > Project > List.
2. On the Search tab, use the Project Org. Code field to view all “253CONSULT”
projects.
3. Open the List tab and select the edit icon for the project “253CONSULT PM3-
FORECAST-TM”.
4. In the project menu, select Notes.
5. Press the Add Project Note button and enter the data shown below:
ADD NOTE FOR 253CONSULT PM3-FORECAST-TM:
Note Title: June 2024 Project Review
Completed review; swapped Design Engineer for a more senior engineer to
solve ongoing design issues; increased hours needed for System Engineer.
Impact to revenue has created a greater negative funding situation; need to
Note Description: review ways to complete project within available funding or request more
funding. Additionally, the new engineer added to the project has reduced
profit by a significant amount.
LESSON 3: MONITORING AND CONTROLLING PROJECT PEFORMANCE
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