Page 39 - Unanet GovCon: Setting Up Contracts and Projects
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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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