Page 2 - Participant Guide - Unanet GovCon Managing Project Resources
P. 2
TABLE OF CONTENTS
Table of Contents ..................................................................................... 1
ABOUT THIS PARTICIPANT GUIDE ......................................................... 4
COURSE INTRODUCTION ........................................................................ 6
Objectives .................................................................................................................. 6
Roles & Access .......................................................................................................... 6
Project Management Lifecycle ................................................................................. 7
Unanet License Types ............................................................................................... 8
Lesson 1: Identifying Resources ............................................................. 9
Learning Objectives .................................................................................................. 9
Planning Phase .......................................................................................................... 9
Demo 1.1 – Review People Reports ........................................................................ 9
Using Reports to Identify Skills ................................................................................ 9
Activity 1.2 – People Skills Profile Report ................................................................ 9
Using Reports to Identify Resource Availability ................................................... 10
Activity 1.3 – Resource Allocation Report .............................................................. 10
Check your understanding ..................................................................................... 11
Lesson 2: People and Expense Plans ................................................... 12
Learning Objectives ................................................................................................ 12
Planning in Unanet .................................................................................................. 12
Grid Planning ........................................................................................................... 12
Forecast Menu ....................................................................................................... 13
Project Menu .......................................................................................................... 13
Using Grids to Create a Project Plan ..................................................................... 14
Recommendations for creating a People Planning Grid ......................................... 14
Tips for adding and editing people plans in a planning grid ................................... 15
Demo 2.1 – People Planning Grid .......................................................................... 17
Activity 2.2 – Grid Planning at the Project Level .................................................... 17
Activity 2.3 – Grid Planning at the Task Level ........................................................ 19
Project People Plan List View ................................................................................. 20
Demo 2.4 – Review Project People Plan List View and Creating People
Assignments from Plan .......................................................................................... 21
Table of Contents
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