Page 20 - Unanet GovCon: Setting Up Contracts and Projects

Project Menu Option Description
Tasks Contains options to manage Tasks

Defines the users assigned to perform project-related functions using
Administrators various project administrator roles; Project Manager is the only role that
MUST be assigned

Accounts Associate project-specific GL Accounts with Account Categories to be
used during posting activities

Billing Manage billing for a specific project, including invoice creation, FP billing,
and pre-billed labor

Budget Snapshots Captures project and task budget information on a periodic basis

Expense Budgets Defines the details of budgeted expenses on a specific project

Expense Plans Forecast future incurred expenses for analysis and comparative reporting

Expense Types Defines the expense types that will be allowed on the project

Items Defines the items that will be available on a specific Project

Labor Categories Establishes the Labor Categories (with bill rates) that will be applied to
People Assignments

Locations Defines the list of work sites available to charge to a particular project

Notes Users assigned to a project can create, edit, delete, and view notes based
on their assigned roles

Pay Codes Lists the allowable Pay Codes that can be used to charge time to a Project

People Assignments Manage Project user assignments, periods of performance, budgets, and
rates

LESSON 2: CONFIGURING PROJECTS AND TASKS
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