Page 41 - Unanet GovCon: Setting Up Contracts and Projects

TASK DATES Begin End
*Revised Dates: Jan 1 – Current Year May 31 – Current Year
EXPENSE BUDGETS Budgeted
Bill: 75000
ACCOUNTING
ACCOUNTING TASK VALUE
Billing Type: CP Funded Value: 75000

TIME
*Allow Time Reporting:  No

EXPENSE
*Allow Expense Reporting:  Yes

7. Press Save.

Using Non-Billable Projects

Non-billable projects are typically used for management of internal organizational
activities. Common use cases for NB projects include holiday or paid leave, leave
without pay, training, or G&A. These projects are usually managed by a member of the
HR department who has visibility into users’ bill and cost rates via the Bill Rate Manager
and Cost Rate Manager roles, as well as the ability to assign users to these projects
with the Resource Assigner role. Non-billable projects managed at the Project level
include the “Organization Assignment” option which allows the Resource Assigner to
assign entire groups or departments to the project. Projects managed at the Task level
do not include the option to assign by Organization.

Demo 2.8 – Managing Non-Billable Project Assignments
Review the options for assigning resources to internal projects used to manage
business activities.

Demo Steps
1. Create an Organization Assignment for an existing non-billable project.
2. Create People Assignments at the Task level for a non-billable project.

LESSON 2: CONFIGURING PROJECTS AND TASKS
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