Page 20 - Participant Guide - Unanet GovCon Managing Project Resources

Activity 2.3 – Grid Planning at the Task Level
Create a project plan with tasks using the grid functionality. Remain logged in
as Gus Lead. (userid: glead password: welcome)

Activity Steps

Part 1: Select project

1. Navigate to Home Dashboard (Unanet logo in top left corner)

2. On the left-side menu > My Lists and click on –My Projects
3. Use the pencil icon to edit CUST-4-UU4 RSMGNT-PLANNING-TSK-LVL
4. On the left-side dashboard, click into People Plans

Part 2: Create a planning grid

1. Under People Plans, click on Plan with Grid
2. Run the Saved Criteria > MPR-Activity 2.3 Grid Plan at Task Level > review
the criteria > click on Plan

OR

Create a filter, as follows:

PLAN FOR Section:
PLAN VIEW: choose Tasks for Many People
PLANNING PERIOD: Calendar Months
12 increments
Start Date of 1/1/2021
BUDGET IN: select Hours
PEOPLE TO PLAN Section:
PERSON: filter for ORG Code = GS and LAST NAME = UU USER 00
Select UU User00, Amara
UU User00, Jack
UU User00, Milo
GRID CONTENTS Section:
Display Options: check Include Subtotals
check Show Project/Task Dates
check Show Project/Task Budget Hours

Click Save Criteria and save your Grid for later

Lesson 2: People and Expense Plans
©2020 Unanet. All rights reserved. 19