Page 39 - Unanet GovCon: Setting Up Contracts and Projects
P. 39
Using Multiple Billing Types
Unanet projects can have CP, TM, FP, and NB tasks, and different Task billing types
can be combined on a single project. In Unanet, Tasks default to sharing the same
attributes as the Project unless the attributes are specifically changed. Tasks may have
different billing types from the Project and from each other. Also, the options to allow
time, expense, and item reporting defaults to match the selections made at the Project
level but can be modified at the Task level.
Activity 2.7 – Create a Project Using Tasks with Multiple Billing
Types
Login: Dana Contracts (Project Manager) – dcontracts / welcome
Activity Steps:
Part 1: Copy and modify an existing Project
1. Select Back to Project List and scroll down to the project “253CONSULT
TRAINING-CP-EXPENSES”.
2. Press the Copy icon.
3. Check the box to “Select All” project attributes.
4. Uncheck the boxes for “Tasks” and “Self Assign”.
5. Press Next.
6. Modify the project Profile as indicated below:
PROFILE
*Project Code: MULTIPLE-BILLING-TYPES
Project Title: Two Five Three Consulting Engagement
7. Press Save.
Part 2: Create Tasks
1. Navigate to Tasks > List.
2. Select the +Task link to create a new Time and Materials task as indicated
below:
PROFILE
*Name: TM Labor Task
Alerts: Generate alerts for this task based on the project’s settings
BUDGET
TASK DATES Begin End
*Revised Dates: Jan 1 – Current Year May 31 – Current Year
HOUR BUDGETS Budgeted
Hours: 256
LESSON 2: CONFIGURING PROJECTS AND TASKS
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