Page 17 - Unanet GovCon: Setting Up Contracts and Projects

The Project Profile

Users with the Administrator or Project Manager roles can create and modify projects
via the tabs of the Project Profile, which contains fields related to project attributes such
as the period of performance, total and funded values, pay codes, and labor categories.
The selections made at the time a Project is created will determine which users will be
able to access the Project, whether associated labor and expenses will be billable, and
how costs and revenue will be calculated by the system. The Project Profile has many
options that can be customized based on your organization’s needs, but there are
several key areas of significant impact that must be considered in advance as many of
these settings cannot be changed once charges are applied to the project. The table
below describes the relevant fields of the Project Profile:

PROJECT PROFILE
PROFILE
*Project Status
A search criterion in reports that can be used to designate whether a project is active or inactive;
additional status options can be created by a user with the Administrator role; only projects with
an Active status will be available for labor and expense charges

*Owning Organization
Displays the Organization used to report the costs and revenue of charges to a project; typically, a
Financial Organization that is responsible for performing work on the project

*Project Organization
Identifies the Organization that will be billed for charges to the project, commonly referred to as
the “customer” Organization

*Project Code

LESSON 2: CONFIGURING PROJECTS AND TASKS
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