Page 16 - Unanet GovCon: Setting Up Contracts and Projects

Default new Assignments to be Linked to Project Types
Project/Task Dates
Controls whether the “Link Dates to Can be assigned at the Project or Task level and
Project/Task Dates” option is enabled by are applied in conjunction with cost accounts (by
default when a new assignment is added to a expense type) and posting group accounts (for
project example, labor); checking the “Administrative” box
on a Project Type does not impact how a project
is configured or managed but can be used as a
reference in ad hoc reports and exports

Default new Plans to be Linked to User Defined Fields: Project
Project/Task Dates Project Note
Controls whether the “Link Dates to Provides up to twenty optional fields that may be
Project/Task Dates” option is enabled by formatted as text, numbers, dates, URLs, or pick
default when a new plan is added to a lists; may be visible to or hidden from end users
project

Allow Self Assign to be set to default
Establishes whether new projects added to
the system will automatically allow or prevent
users from assigning themselves to projects

Advanced Costing
Enables advanced costing features to apply
variable Target and/or Provisional indirect
rates to individual projects and/or tasks

Allow Bill Rate Edit
Controls the ability of non-administrative
users with the Bill Rate Manager role to edit
bill-related rate fields

Allow Cost Rate Edit
Controls the ability of non-administrative
users with the Cost Rate Manager role to
edit cost-related rate fields

Demo 2.1 – Review Administrative Project Settings
Understanding the global settings that apply to project management in
Unanet will enable you to better leverage the functionality to streamline your
processes. The tables below highlight the system areas of which you should
be aware.

Demo Steps
1. Review settings related to project management located in Properties within the
Admin menu.
2. Review the configuration options in the Project table of Admin Setup and discuss
use cases for each.

LESSON 2: CONFIGURING PROJECTS AND TASKS
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