Page 21 - Unanet GovCon: Setting Up Contracts and Projects
P. 21

People Plans   Plan resource assignments, including periods of performance, budgets,
                                          and rates
                              Plan Sets  Manage plan sets for a specific project

                                          Provides quick links to several project-related Reports that auto-populate
                        Reports / Charts  with data from the current project; defaults to display the “Project Status
                                          Report”




               Selecting Project Management Levels

               Time and expenses can be charged at either the project or task level in Unanet.
               Resource assignments, plans, budgets, and items can also be associated at either the
               project or task level. The selections made in the Project Management Level section of
               the Project Profile tab determine whether Person Assignments, Expense Budgets, and
               Items will be managed at the Project or Task level. Once the “Manage at Task Level”
               box has been checked, three additional options are available to further specify when
               Tasks are required to charge labor and expenditures to a project:


                                     Project Management Level



                                     Require             Require             Require
                                     Tasks for          Tasks for           Tasks for
                                       Time              Expense               Item
                                    Reporting           Reporting           Reporting




                                                                          Purchase Order
                                     Timesheet           Expense          Vendor Invoice
                                                          Report



                       •  Require Tasks for Time Reporting: Enabling this setting will force Timesheet
                          Users to select a Task for this project when entering time
                       •  Require Tasks for Expense Reporting: Enabling this setting will force
                          Expense Users to select a Task for this project when creating expense
                          reports
                       •  Require Tasks for Item Reporting: Enabling this setting will determine whether
                          item reporting will be managed at the Task level or the Project level

                              The options to require tasks for time and expense reporting will only
                              impact timesheets and expense reports entered after the settings have
                              been checked. Values entered before these settings are selected will not





               LESSON 2: CONFIGURING PROJECTS AND TASKS
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