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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