Page 28 - Participant Guide - Unanet GovCon Managing Project Resources

Activity 2.8 – Create Expense Plans and Budgets Via the Grid
Add expense plan and use the expense plan to create the expense budget.
Remain logged in as Gus Lead. (userid: glead password: welcome)

Activity Steps

Part 1: Select a project

1. Navigate back to the Project List
2. Edit Project: CUST-4-UU4 RSMGNT-BUDGETS-FROM-PLANS

Part 2: Create an expense planning grid
1. On the Left Side Dashboard, click into Expense Plans
2. Click on Plan with Grid

3. Run the Saved Criteria > MPR-Activity 2.8 Grid Plan for Expenses > review
the criteria > click on Plan
OR

Create a filter, as follows:
PLAN FOR Section:
PLAN VIEW: choose Project
PLANNING PERIOD: Calendar Quarters
4 increments
Start Date of January 1, of current year
4. Click Save Criteria and save your Grid for later
5. Click Plan tab to view the Grid

Part 3: Plan expenses for each increment in grid
1. Finish expense plan with:

Added for you:
Airfare: $10,000 in each quarter
Travel General: $40,000 in each quarter

To be completed:
Add row for Supplies/ODCs: $1,000 in the first quarter
Use the shift right button to move the Supplies/ODCs over to the fourth
quarter

2. Click Save
3. Click on the Summary tab to view the list of all expenses in a table format
a. On the Summarize By section, click each of the radio buttons to view
summarized expenses by task, expense type or both

Lesson 2: People and Expense Plans
©2020 Unanet. All rights reserved. 27