Page 27 - Participant Guide - Unanet GovCon Managing Project Resources

Expense Plans and Expense Budgets
Project Managers or Project Leads can plan and budget the expenses on projects that
they manage. Expenses are entered using the ‘direct cost’ and the system will use the
other project settings to calculate the total cost and revenue for the expenses. Both
plans and budgets can be used in many of the Unanet reports and can be compared
against the actual expenses charged on expense reports by users. However, neither
plans nor budgets are related to the actual charges on an expense report. It is the
person assignment and project settings that allow a user to create an expense report.
The expense plans and budgets simply provide a reporting mechanism for management
of the projects.

Expense plans and budgets are associated with the project or task not the
individual users that will create the expense reports. As such, reporting on
expense plans/budgets is limited to the Project Reports section.

Similar to the people plans and assignments, Unanet offers a ‘one-button push’ feature
to create expense budgets directly from the expense plans. Once the expense budget is
created, the plans and budgets function as two separate tables in the system. Changes
to budgets will not update plans and vice versa.

Demo 2.7 – Review Expense Plans and Budgets
Instructor is logged in as the Gus Lead. His relevant role is Resource Planner.

Demo Highlights:
• Review Project: CUST-4-UU4 RSMGNT-BUDGETS-FROM-PLANS
• Review Expense Plans > List > List
o Note the increment chosen for the existing plans
• Review Expense Plans > Plan with Grid
o Use Saved List and review the planning increment
o Discuss the recommendation to limit expense types
• Run the grid
o Iterate the values on the plan need to be direct cost rates
o Use the Budget button to create expense budgets

Lesson 2: People and Expense Plans
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