Page 44 - Unanet GovCon: Setting Up Contracts and Projects

LESSON 3: VALIDATING PROJECT SETUP

Learning Objectives
• Review Unanet’s recommended system configuration to support Contract
management and the Project life cycle
• Utilize reports to validate project setup and review Contract details

Introduction

Once one or more projects have been set up to fulfill a contract, the data entered into
the Contract and Project fields is used to calculate values and populate report fields.
Unanet recommends including a review of one or more of the reports to be discussed in
this lesson to validate the accuracy of contract records and project setup before creating
People Assignments and Expense Budgets that will allow users to charge time and
expenses to the project. As always, a user with the Administrator or HR Administrator
role should confirm that Project Administrators have the appropriate roles and
Organization Access to view a selected report.

REPORTS > DASHBOARD
CONTRACT REPORTS

DETAIL REPORTS
Administrator
Lists contract profile details and can include
Contract Brief Contract Provisions, Project associations, P&R Administrator
Contract Manager
Modifications, and attachments
Contract Viewer

PROJECT ACCOUNTING REPORTS

PERIODIC REPORTS
Administrator
Displays a forecasted job summary report
*Cost Summary based on plans/assignments and actuals for P&R Administrator
specified projects within a given date range

Displays a forecasted JSR comparing Administrator
plans/assignments to actuals for specified P&R Administrator
*Cost Summary Bar & Line Chart projects in a given date range; output displays
a bar chart and may include a cumulative line

Generates a forecasted JSR for specific Administrator
projects within a given date range and P&R Administrator
*Cost Summary & Status includes the forecast at completion based on
plans/assignments and actuals

SUMMARY REPORTS

LESSON 3: VALIDATING PROJECT SETUP
©2022 Unanet. All rights reserved. 44