Page 10 - Participant Guide - Unanet GovCon Managing Project Resources

LESSON 1: IDENTIFYING RESOURCES

Learning Objectives

Identify resources by skill type and expected utilization
• Locate users that have a certain skill and/or proficiency
• Identify availability for users not planned on other projects

Planning Phase

While there are many ways to set up a plan, this course offers a variety of proven
effective planning methodologies and key reports that provide an analytical view of the
project plans in place.

Demo 1.1 – Review People Reports

Instructor is logged in as the Gus Lead. His relevant roles include Manager and
Project Lead. Your student site has already been updated.
Demo Highlights:
- Log in as glead and review preferences > roles
 Discuss Project Lead and Manager
- Review people reports that show users by skill and availability.

Using Reports to Identify Skills

There are many employees at MYCO with a myriad of skills. Unanet offers several ways
to identify users with certain skills as well as the availability of users based on their
plans, assignments and/or actual work on projects.

The Business Development team would like to submit a proposal for a high value
contract. The team needs know if there are any employees or subcontractors that
possess Jedi Knight level Python Programmer Skills.

Activity 1.2 – People Skills Profile Report
Locate users that have the Jedi Knight level Python Programmer skill. Log in
as Gus Lead. (userid: glead password: welcome)

Activity Steps

1. Navigate to Reports > Dashboard
2. Navigate to People Reports (Time & Expense Only) Section > Detail Reports
Skills Profile

Lesson 1: Identifying Resources
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