Page 45 - Unanet GovCon: Setting Up Contracts and Projects

Administrator
Displays the status of billable items and P&R Administrator
*Billing & Revenue Summary
revenue on projects as a one-line summary Billing Manager
Billing Viewer

Presents all costs for specified project(s) as a Administrator
*Project Summary by Cost Element one-line summary P&R Administrator

Compares total costs with budgeted and Administrator
*Project Revenue & Funding Summary funded project values P&R Administrator

Summarizes the true total costs and revenue Administrator
*Project Cost Summary (JSR) for selected project(s) P&R Administrator
Resource Requestor

Provides a consolidated view of project Administrator
*Project Control Panel revenue with options to drill down into P&R Administrator
detailed views

*Users with the Project Viewer, Project Manager, Project Lead, Project Approver, or Resource Requestor role may view
Project Accounting reports if they also have the Cost Rate Manager role, or if their Unanet instance has enabled the property
setting Allow Project Cost Reporting for Non-Cost Rate Managers.

REPORTS > ANALYTICS
STANDARD REPORTS
Displays revenue and expenses at Administrator
the Contract or Project level, GL Viewer
organized by GL account;
Contract & Project Gross Margin (P&L)
summarizes posted revenue and
subtracts expenses directly charged
to projects/contract

Demo 3.1 – Reporting on Contracts and Projects
Identify the source of report output based on data entered into contracts and
projects.

Demo Steps
1. Review output
2. Discuss Unanet’s recommendations for selecting report criteria on key reports to
confirm the accuracy of Contract and Project setup.

LESSON 3: VALIDATING PROJECT SETUP
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