Page 8 - Unanet GovCon: Setting Up Contracts and Projects

LESSON 1: CONFIGURING CONTRACTS

Learning Objectives
• Review Unanet’s recommended system configuration to support Contract
management and the Project life cycle
• Create a Contract with or without Service Contract Act (SCA) provisions
• Utilize reports to validate project setup and review Contract details

Introduction

The Contract feature serves as digital storage of contract information within Unanet,
allowing users to document the details of awarded contracts with links to projects,
budget values, and modifications. The use of Contract Management functionality is
optional but highly recommended.

Contract functionality is only available to Cloud clients. Users with the
Contract Manager, Contract Viewer, P&R Administrator, or
Administrator role can access this menu and its features.

System Configuration for Contract Management
Before adopting Unanet as your digital contract storage medium, several functional
areas and properties in your system will need to be configured based on your
company’s established business processes. Users with the Administrator role can
modify Properties and Setup screens via the Admin menu, while users with the
Contract Manager role can modify Wage Determinations, Clauses, and Contracts via
the Contract menu.

ADMIN
PROPERTIES SETUP
Billable Projects Require Contracts As Contract Clause Agencies
Of YYYY-MM-DD
Billable projects must be associated with a A pre-loaded* list of the contract clause agencies
contract if the project's Original or Revised used for Contracts
Begin Date is on or after the selected date *Pre-loaded agencies should be deactivated instead of
deleted, as Unanet cannot add that data back into the
system.

Contract Statuses
A required free-form text field to enter a unique
contract status name

Locations
Lists entities like states, regions, or cities used to
classify income and expenses for People and
Projects

LESSON 1: CONFIGURING CONTRACTS
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