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DISPLAY OPTIONS: Include Subtotals
Show Project/Task Dates
Show Project/Task Budget Hours
2. Select the Plan tab and double-click on the user’s name.
3. Modify the Plan Edit window as indicated below:
Person: O’Hara, Juliette
PLAN LABOR
Hours: 40 Enable Budget field for updates
MISCELLANEOUS System Engineer
Labor Category:
4. Press Save.
Option 3: Export, Modify, and Import the Plan Records
1. From the project menu, navigate to People Plans > Export.
2. Select the export criteria as tab as indicated below:
Person: O’Hara, Juliette
Date Range: Calendar – Previous Year
3. Press Export and save the .csv file.
4. Open the .csv file, enter “System Engineer” in the column labor_category, and
update the format of the columns begin_date and end_date to “yyyy-mm-dd”
format.
5. Navigate to People Plans > Import, select the modified .csv file, and press
Import.
Using Reports to Validate Plans and Budgets
Once labor and expenses have been planned for a project, Unanet recommends using
specific Project Accounting reports to confirm that the plans can achieved the desired
profitability without exceeding contracted stipulations for time, cost, and scope.
Tour 2.6 – Validating Plans with Project Accounting Reports
Log in as the Project Lead, Gus Lead (glead/welcome).
Tour Steps
1. Navigate to Reports > Dashboard and scroll down to Project Accounting
Reports.
LESSON 2: PLANNING LABOR AND EXPENSES
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