Page 15 - Unanet GovCon: Setting Up Contracts and Projects

LESSON 2: CONFIGURING PROJECTS AND TASKS

Learning Objectives
• Review Unanet’s recommended system configuration to support Contract
management and the Project life cycle
• Create Projects with and without Tasks to manage different billing types

Introduction

Projects, combined with Organizations, are the organizing feature for performing work in
Unanet. Projects are used to charge time and expenses, plan and assign resources to
efforts, and filter criteria on reports. Based on the types of work efforts fulfilled by your
company, you may create a Project with Tasks, multiple Projects, or multiple Projects
with Tasks. Project management needs can vary widely between companies, but there
are some configuration settings that Unanet recommends to all users to increase
efficiency in business processes and provide greater visibility into costs and revenue.

System Configuration for Project Management

The Administrator can access the Properties and Setup screens located in the Admin
menu to establish project management options for the entire system. The settings
configured at this level can be modified as needed to support new contract
requirements.

ADMIN
PROPERTIES SETUP
Project Code Source Note Statuses
Determines the value that will be used as a Customizable list of status options that can be
prefix and the source of project code assigned to project notes as a filtering option on
sequence numbers automatically generated searches and reports
by the system

Project Code Separator Note Types
Enables the selection of a standard Contains the list of descriptive labels and text that
separating character between the prefix and define the types of project notes in use; can be
sequential number of an automatically assigned to project notes as a filtering option on
generated project code searches and reports

Project Code Sequence Number Project Statuses
Minimum Length
Establishes the minimum length of any A search criterion in reports that can be used to
automatically generated project codes designate whether a project is active or inactive;
only active projects will appear available on
timesheets and expense reports; additional status
options can be created by a user with the
Administrator role

LESSON 2: CONFIGURING PROJECTS AND TASKS
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