Page 19 - Unanet GovCon: Setting Up Contracts and Projects
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Enabling this option for a project or task will limit billing to the specified Funded Value; can only be
enabled if a Funded Value has been supplied; at the project level, billing is limited to Funded
Value less fixed fee
Limit Revenue To Funded Value
Enabling this option for a project or task will limit revenue to the specified Funded Value; can only
be enabled if a Funded Value has been supplied; at the project level, billing is limited to Funded
Value less fixed fee
ACCESS
Organizational Administrators Access
Defines access permissions for various project-related user roles; defaults to provide access to all
roles listed
Self Assign
Determines whether users can assign themselves to the selected project and apply time and
expenses to the project; Unanet recommends leaving this setting unchecked
TIME | EXPENSE | ITEM
*Allow Time Reporting | Allow Expense Reporting | Allow Item Reporting
Manages rules related to reporting time/expense/item charges to the project; rate sources for
plans and assignments are established on the Time tab
ALERTS
Project Performance Alerts
Manages specific alerts for a particular project; alerts can be enabled, disabled, and customized
at the Project level by the Project Manager; at the Task level, the Project Lead can modify alerts
OTHER
Project User Defined Fields
Additional optional fields configured by the Administrator appear on this tab to capture data
specific to the company’s needs; not visible on other screens; may be exported or included on ad
hoc reports
Demo 2.2 – Review Project Settings and Recommendations
Distinguishing between the required and optional fields of a Project can help
guide decisions regarding how to configure new projects. Please note the
recommended practices and requirements for each screen and field.
Demo Steps
1. Review the options available on each tab of the project Profile.
2. Discuss the lefthand menu options available within a Project.
LESSON 2: CONFIGURING PROJECTS AND TASKS
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