Page 10 - GC Using the Reports Dashboard_eBook(SDL)

PROJECT MANAGEMENT AND RESOURCE MANAGEMENT (P&R)
Read-only access to specific Financial Accounts Receivable Aging
and Project Accounting reports providing Billing & Revenue Details
billing, revenue, invoice, and journal entry Billing & Revenue Summary
data Fixed Price Details
Billing Viewer Invoice Details
Invoice Status
Journal Details
Journal Summary
Project Transactions

Contract Viewer Read-only access to Contract data Contract Brief

Grants access to view and edit cost rates Allows user to view cost rate data
Cost Rate Manager and amounts at the individual level on Project Accounting reports

Read-only access to Project reports Project Accounting Reports
available to Project Manager or Project Project Reports
Project Viewer Lead; Visibility can be limited by
Organization Access

Read-only access to People and User People Reports
Viewer reports User Reports

FINANCIALS
Read-only access to Accounts Payable Accounts Payable Activity
AP Viewer reports Accounts Payable Aging
Can view Accounts and Organizations Vendor Invoice Status
Read-only access to Accounts Receivable Accounts Receivable Activity
AR Viewer reports Accounts Receivable Aging
Can view Accounts and Organizations
Read-only access to General Ledger Balance Sheet Statement
GL Viewer reports GL Details
GL Summary (Trial Balance)
Income Statement
Income Statement - Trending

Roles

Any role that allows a user to see Project reports and in addition has the Cost Rate
Manager role can see Project Accounting reports. The Cost Rate Manager role,
however, allows insight into individual salary data. The Unanet System Administrator
can set a property setting that allows summarized cost information to be displayed for
those without the Cost Rate Manager role.

Tour 1.1 – Reports Available By Role

Access the Dashboard from the perspective of these different user types:
Time/Expense User, Manager, Project Viewer.

LESSON 1: INTRODUCTION TO REPORTING
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