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LESSON 2: PLANNING LABOR AND EXPENSES

Learning Objectives

Create and modify plans for labor and expenses on a project
• Describe the system and user requirements to create project plans
• Create and modify project plans and budgets

Introduction

Unanet’s planning features are available within the Project Portfolio and Project Portfolio
Plus licenses. Project Portfolio provides licensed users with the option to have the
UnaSource User role, which makes them available to be planned on a project. The
Portfolio Plus license provides a unique feature to allow a resource planner to use
Planning Only users. Planning Only users do not log in or create actuals; however, they
are immensely helpful in planning ghost/stretch/unknown or unnamed resources until a
named resource is made available.

Expense plan entries can be created at the project or task level. Expenses are not
associated with specific users on a project; they are associated through plans and
budgets at the project or task level. These planned amounts do not currently constrain
the entry of actuals but are used for comparative reporting and analysis purposes.

The value entered into the expense plan should be the "direct cost"
value. Unanet will use the billing type of the project or task to
calculate the appropriate billable or total cost values for the reports.

Planning people on a project requires the Resource Planner role. If a user also has the
Resource Assigner role, the same user can create plans and assignments on the
same screen. Expense planning on a project requires the user to have the Project
Manager or Project Lead role.

LESSON 2: PLANNING LABOR AND EXPENSES
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