Page 3 - Participant Guide - Unanet GovCon Managing Project Resources

Activity 2.5 – Review the Plans Using the List View ............................................... 21

Reflection from Previous Lesson 2 Activities ....................................................... 22
People Assignments Via Plans............................................................................... 22
Activity 2.6 – Create People Assignments from Plans ........................................... 24

Expense Plans and Expense Budgets ................................................................... 26
Demo 2.7 – Review Expense Plans and Budgets .................................................. 26

Activity 2.8 – Create Expense Plans and Budgets Via the Grid ............................. 27
Check your understanding ..................................................................................... 28

Lesson 3: Project Alerts & Notes........................................................... 29

Learning Objectives ................................................................................................ 29
Executing Phase ...................................................................................................... 29

Project Alerts & Notes ............................................................................................ 29
Metric Reports on Actuals ...................................................................................... 30

Demo 3.1 – Review Project Alerts & Notes Menus ................................................ 31
Activity 3.2 – Using Project Alerts .......................................................................... 31

Activity 3.3 – Using Project Notes .......................................................................... 32
Check your understanding ..................................................................................... 32

Lesson 4: Project Approvals & Estimates To Completion (ETC) ........ 33
Learning Objectives ................................................................................................ 33

Project Approvals .................................................................................................... 33
Tour 4.1 – Project Approvals .................................................................................. 33

Estimates To Completion (ETC) ............................................................................. 33
Tour 4.2 – Review the ETC Wizard ........................................................................ 34

Tour 4.3 – Review Project Schedule Details Report .............................................. 34
Check your understanding ..................................................................................... 34

Lesson 5: Monitor & Control Phase ...................................................... 35
Learning Objectives ................................................................................................ 35

Introduction .............................................................................................................. 35

Useful Reports for Reforecasting Resource Allocation ....................................... 35
Tour 5.1 – Review Performance, Forecast & Utilization Reports ........................... 36
Reforecasting Projects for Resource Allocation .................................................. 36

Swapping ............................................................................................................... 36

Table of Contents
©2020 Unanet. All rights reserved. 2