Page 31 - Participant Guide - Unanet GovCon Managing Project Resources

While any user with access to the project through a role and organization
access can create a note. However, there is an option on a project note to
limit access by role, if selected.

Metric Reports on Actuals
There may be a need to review one of the reports between periodic reviews. As Unanet
is a real-time system that provides immediate insight to time and expense entries, this
makes it relatively easy to gain immediate insight on your project. Most of the standard
reports allow for reporting on actuals through a given date. Below is a short list of more
commonly used reports during this executing phase.

Project Performance Chart
This chart can be run to provide a forecast of hours, cost or revenue information in an
incremental chart format. The chart can be run showing Budget (aka Assignment),
Plan and Actuals information for each period (bar format), and can also optionally
include cumulative values for each type of time (line format).

People Resource Allocation Chart

This chart can be run to provide information regarding how booked your resources are
in terms of either plans, assignments or actuals (and can optionally add requested leave
on top) in a Weekly, Monthly or Quarterly bar chart format. The user can configure the
allocation colors and percentiles. Each bar in the chart can represent the number of
people whose allocation falls within the user-defined percentile for the period.

Timesheet Status Pie Chart

This chart can be run to provide a summary of timesheets in various statuses in a pie
chart format. It is common to have two versions of this report on a manager’s
dashboard. One configured to show the current timesheet period and a second one to
show the prior period.

All standard reports that contain the word CHART in the title can be saved to
a user’s dashboard. This could prove very useful to the project management
team to have an easily accessible way to monitor key metrics in the system.
All charts also have drill down features to more detailed reports.

Project Expense Details Report

This report provides a detailed view of expenses charged to a project or project
organization. It may be helpful to see which users are still working on an expense
report during the course of executing the project.

Lesson 3: Project Alerts & Notes
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