Page 23 - Participant Guide - Unanet GovCon Managing Project Resources

 Create a planning grid for the increments and change the labor
category for all records on the grid
 Export the plans, change the labor category to UU-APSTAR-
System Engineer and import the plans

Reflection from Previous Lesson 2 Activities

Milo is supposed to be planned as a UU APSTAR System Engineer at a bill rate of
$95.00 per billable hour.
However, in the prior activities, you may recall that we added 40 hours for Milo and did
not choose a labor category. The result is that the system will try and derive a default.
The system will first try to use his person profile ‘default’ labor category. If this labor
category is available for the project level labor categories, it will derive to his person
profile labor category. Otherwise, it will use the first labor category listed in the project
level labor categories.
As mentioned in class, with regards to the labor category field, the system will likely
always derive the incorrect one when the project is set up with project-level labor
categories allowed on the project and the project’s time tab set to always require a labor
category.

Thus, we recommended to always select the Labor Category on all
People Plans and People Assignments.

People Assignments Via Plans
People assignments for labor and expense reports are controlled either at the project
level, with no specific task identified for charging, or with an explicit task associated with
each person assignment. Practicing these recommended settings can minimize end-
user errors and support the project management team with controlling the schedule,
cost, and scope of a contract.

It is important to understand that People Plans and People Assignments are
separate tables in the system.

While Plans and Assignments both have the validation of not overlapping another
period, they do not share all of the same validation rules. For example, Plans can be
created at either the project or the task level; where assignments/budgets can only be
created at the level indicated by the Project > Profile > Project Management Level
setting.

Unanet recommends creating the people assignments by using the People Plans
feature to ‘assign’ directly from the plans. However, it is important to understand that the
assignments will validate against the setting for ‘project management level’. If the plans

Lesson 2: People and Expense Plans
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