Page 17 - Participant Guide - Unanet GovCon Managing Project Resources

Labor Category
It is highly recommended to select the desired labor category for the user to ensure it is
correct. Allowing the system to derive the default will likely result in the wrong result and
person defaults can be changed by an administrator thus systematically change the
labor category and bill rate on any project where this user’s person default was used in
a plan and/or assignment. For TM projects, this would result in inaccurate billing. In
projects with other billing types, this would change the nature of which labor category
was necessary to perform the work. Therefore, it is recommended to specifically select
the labor category that represents the work needed to be performed. This ensures that
your people plan will have the correct labor category and bill rate.

Shifting Resources on the Grid

Once plans and assignments have been created, they can be moved to a different time
period. The steps below outline how to shift plans, but the same steps also apply to
shifting assignments.
1. Ensure that your grid has enough periods in the grid to support how many
increments that you want to move your plans
2. From the plan tab, check the box next to the user’s name you would like to shift
3. Enter the number of periods to shift.
4. Click the Shift Left or Shift Right button depending on the direction you would like
to move the plans.

NOTE: You cannot shift plans outside of the time periods displayed in the planning grid.

Swapping Resources on the Grid
The swapping features is a quick way to move all components of a plan from one user
to another. Swapping is very useful when the original plans were created with ‘place
holder’ resources, also known as the TBD Users and as the project plan is being
executed the plans can be swapped to a named resource. Swapping can also be done
on known resources if you need to quickly move one user’s plans over to a different
user.

In order to swap resources on a project, you need to make sure you have selected the
resource that currently has the plan you wish to swap, as well as the resource you wish
to swap the plan to.

The other tip on swapping is to ensure that the user you are swapping to does not
already have a plan in any of the increments you are trying to give that user. This is
because you cannot have overlapping plans for a user on the same project or task in
the same increment of time. If any user on the project/task has an existing plan, their
name will not appear when you use the people selector in your effort to do the ‘swap’.

Lesson 2: People and Expense Plans
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