Page 16 - Participant Guide - Unanet GovCon Managing Project Resources

People to plan: Filter by last name or Person Organization code, default labor
category, location, and/or skills.

Display Options: These are helpful to display information such as dates and budgets
from the project or task on the grid.

Tips for adding and editing people plans in a planning grid

There are several double-click features to quickly update many planning periods at the
same time.

For example, use a double click on each of these areas in the grid:
1) On the Person’s name: this opens an edit screen to update all planning periods
for this one person
2) On one single planning cell: this opens the edit screen to update this one
increment for this one person
3) Double clicking into one column header edits all users in the grid for that one
increment
4) Finally, double clicking on the top left corner of a grid opens the edit screen for all
users and all increments in the entire grid

The grid entries have many features. Some include task selection, hours or utilization,
which bill rates and cost rates to use, swapping plans to a different person and a myriad
of fields that can be derived by the system based on your project setup. While there are
many features in the grid, below are some of the most common project management
recommendations.

Bill Rate
Recommendation is to allow the bill rates to derive directly from the project level labor
category setup. This ensures that any escalation rates are used in the appropriate
period.

Cost Rate
Recommendation is to have the cost rate derive from the person’s profile. Again, this
ensures that any escalation rates are used in the appropriate period. However, it may
be logical to override the cost rate if planning records are using either TBD resource or
maybe a fixed cost rate for a subcontractor.

Cost Element
The cost element can be derived from the person’s profile rate information. It is
recommended to allow the system to derive the cost element as this field is time bound
on the cost rate record in the person’s profile and would always provide the correct cost
rate based on the date.

Lesson 2: People and Expense Plans
©2020 Unanet. All rights reserved. 15