Page 36 - Participant Guide - Unanet GovCon Managing Project Resources
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LESSON 5: MONITOR & CONTROL PHASE



               Learning Objectives

               Create and modify the report criteria to review performance
                   •  Review the Project Periodic Performance Report
                   •  Review the Project Forecast Summary Report
                   •  Review the People Periodic Resource Allocation Report

               Reforecast future resource allocation
                   •  Adjust a project’s people assignment using Forecast People Assigner grid


               Introduction


               In the project life cycle, the project monitoring and control phase happens in tandem
               with the execution phase. This phase involves actively reviewing the status of your
               project as it proceeds, evaluating potential obstacles, and implementing necessary
               changes.


               During this phase, organizations need to juggle several responsibilities, including
               keeping to the schedule, staying within budget, avoiding scope creep, and managing
               risk. Below are a few recommendations and suggestions for using Unanet in this phase.


               Useful Reports for Reforecasting Resource Allocation
               In this course, we assume that the project team does not have the Cost Rate Manager
               role and the system is not configured to allow a non-cost rate manager to run any of the
               project accounting reports  With that, a project team can analyze the performance of the
               users actuals based on either plans or assignments and make changes to the future
               efforts of users and hours.  Several reports can support this level of reforecasting.  They
               include the following:

               Resource Performance Reports

               The Project Periodic Performance Report can provide a comparison of the planned, assigned
               and actual hours charged on a project as well as a variance between these values.

               Resource Utilization Rate Reports

               A People Periodic Resource Allocation Report can be configured to answer a variety
               of questions regarding how booked a person is, in terms of actual hours, assigned
               hours or planned hours (and can optionally consider requested leave as being booked).
               The output is in a period by period layout (daily, weekly, monthly or quarterly) and can





               Lesson 5: Monitor & Control Phase
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