Page 3 - Administering the System Participant Guide (SDL)

Introduction .............................................................................................................. 25

Labor Categories in Unanet .................................................................................... 25
The Master List of Labor Categories ...................................................................... 26
Demo 4.1 – Modify the Master List of Labor Categories ........................................ 26

Managing Project Labor Categories ....................................................................... 26
Activity 4.2 – Assign Labor Categories at the Project Level ................................... 27

Check your understanding ..................................................................................... 28

Lesson 5: Managing Pay Codes ............................................................. 29
Learning Objectives ................................................................................................ 29

Introduction .............................................................................................................. 29
Demo 5.1 – Considerations for Pay Code Configuration ........................................ 29

Activity 5.2 – Create a New Pay Code ................................................................... 30
Check your understanding ..................................................................................... 31

Lesson 6: Managing Posting Groups ..................................................... 32
Learning Objectives ................................................................................................ 32

Introduction .............................................................................................................. 32
Posting Groups in Unanet ...................................................................................... 32

Tour 6.1 – Review the System Default Posting Group ........................................... 32
Modifying Posting Groups ...................................................................................... 33

Check your understanding ..................................................................................... 34

Lesson 7: Creating Invoice Numbers and Invoice Formats ................. 35
Learning Objectives ................................................................................................ 35

Introduction .............................................................................................................. 35
Items in Unanet ........................................................................................................ 35

Items as Expenses ................................................................................................. 36
Demo 7.1 – Create a New Unit of Measure and a New Item ................................. 36

Customer Invoice Numbering in Unanet ............................................................... 36
Admin Setup of Customer Invoice Number Formats .............................................. 37

Tour 7.2 – Creating a Customer Invoice Number Format ...................................... 37
Customer Invoice Formats ..................................................................................... 37
Building Customer Invoice Formats ....................................................................... 38

Tour 7.3 – Designing Customer Invoice Formats ................................................... 38

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