Page 33 - Unanet GovCon: Setting Up Contracts and Projects

6. Navigate to Administrators > Project Lead and assign users as indicated
below:
Primary Project Lead: Lead, Gus
Alternate Project Lead: Mangus, Paloma
7. Navigate to Billing > Invoice Setup and check the box labeled “Generate
Unanet Invoice”.
8. Configure invoice settings as indicated below:

SETUP
INVOICING OPTIONS PAYMENT / INVOICING OPTIONS
 Invoice as Lead Project *Primary Invoice Format: CP FP TM Format
*Invoice Number Format: Default Invoice Number Format
*Payment Terms: NET 30
CONTACTS
BILL TO:
Cray, Carol
SHIP TO:
Cray, Carol
OTHER
OPTIONAL INVOICE HEADER INFORMATION
Show Project Funded Value:  Show Company Logo:  Financial Docs

9. Press Save.
10. Navigate to Expense Types to assign the allowable expenses listed below:

Expense Type Name Description Master Project
Markup % Markup %
Airfare Air Fare 0% 10%
Business Meals Business Meals 0% 10%
Lodging Per Diem Lodging Per Diem 0% 0%
MIE Per Diem MIE Reimbursement with option for first/last 0% 0%
day and meals provided
Taxi/Shuttle Taxi and Shuttle expenses 0% 10%

11. Press Save.
12. Navigate to Labor Categories > List to assign the following allowable labor
categories to the project:

LABOR CATEGORY EFFECTIVE DATE BILL RATE
00-CHANGE LCAT
Instructional Design Specialist 90.00
Subject Matter Expert 120.00
Trainer, Senior 100.00

13. Press Save.
14. Navigate to Pay Codes, add “OT”, and press Save.

LESSON 2: CONFIGURING PROJECTS AND TASKS
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