Page 13 - Participant Guide - Unanet GovCon Managing Project Resources

LESSON 2: PEOPLE AND EXPENSE PLANS

Learning Objectives

Create plans and budgets for labor, travel, and ODCs
• Review the license and relevant roles to create plans
• Use grids to create a project plan
• Review plans using list view
• Create people assignments from plans
• Create expense plans from the grid
Reforecast future resource allocation

Planning in Unanet
The planning features are available within the Unanet Project Portfolio and Project
Portfolio Plus license. Project Portfolio provides licensed users with the option to have
the UnaSource User role, which makes them available to be planned on a project. The
Portfolio Plus license provides a special feature to allow a resource planner to use
Planning Only users. Planning Only users do not log in or create actuals; however, they
are very helpful in planning ghost/stretch/unknown or unnamed resources until a named
resource is made available.

Expense plan entries can be created at the project or task level. Expenses are not
associated with specific users on a project; they are associated through plans and
budgets at the project or task level. These planned amounts do not currently constrain
the entry of actuals, but rather are used for comparative reporting and analysis
purposes.

Values entered into the expense plan should be the "direct cost" value.
Unanet will use the bill type of the project or task to calculate the
appropriate billable or total cost values for the reports.

Planning people on a project requires the Resource Planner Role. If a user also has the
Resource Assigner role, the same user can create plans and assignments on the same
screen. Expense planning on a project requires the user to have the Project Manager or
Project Lead role.

Grid Planning

There are a number of ways to plan resources on projects using the tools provided by
Unanet. This section focuses on one method for planning resources: the grid planner.
The grid planner is an Excel-like method to select resources on projects and associate

Lesson 2: People and Expense Plans
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