Page 22 - Unanet GovCon: Setting Up Contracts and Projects

be affected. If Tasks are not being used, none of the options in this
section should be checked.

Using Tasks

Like projects, tasks can have their own Begin and End Dates, budgets, and billing
types. The use of tasks is optional on a project-by-project basis. Tasks can be used to
organize project data with more granularity or to mirror the Work Breakdown Structure
(WBS) for a project. On internal projects, Tasks can represent the specific paid holidays
or types of paid leave available to employees; on billable projects, Tasks can be used to
organize labor efforts into project phases. The settings enabled in this section of the
Project Profile determines whether People Assignments, Expense Budgets, and Items
will be created at the Project level or the Task level; requiring the use of Tasks for any
of these functions will require Tasks to be used to plan and charge to the project. The
table below highlights the fields that appear on both the Project Profile and the Task
Profile:

Shared Fields
PROFILE
Owning Organization
Project Type
BUDGET
Revised Dates
Hour Budgets
Labor Budgets
Expense Budgets
ACCOUNTING
Billing Type
Funded Value
Limit Billing to Funded Value
Limit Revenue to Funded Value
TIME
Allow Time Reporting
Require PO for Non-Employee (PO) Time
EXPENSE
Allow Expense Reporting
Require PO for Non-Employee (PO) Expense
ITEM
Allow Item Reporting
OTHER
User Defined Fields

Using Tasks for the WBS allows project managers to create and monitor smaller
deliverable components of larger projects. Each Task can have its own effective dates,
budgets, and resource plans and assignments to allow time and expenses to be
charged. If labor and expenses need to be managed separately, Tasks can be used to
segregate these efforts instead of creating separate projects. This allows time and

LESSON 2: CONFIGURING PROJECTS AND TASKS
©2022 Unanet. All rights reserved. 22