Page 39 - Participant Guide - Unanet GovCon Managing Project Resources

Demo 5.2 – Review Methods to Reforecast Projects
Review running reports, modifying assignments, and updating projects. Logged
in as Gus Lead (userid: glead password: welcome)

Demo Highlights
Focus on key reforecasting features:

Part 1 Revise Future Assignments
Part 2 Swap Assignments
Part 3 Shift Assignments to the Right

Activity 5.3a – Revise Assignments - Genevieve
Genevieve will start working 20% of her time per period on all her billable projects for
the next three months. Gus, as the resource assigner, needs to identify all billable
projects for the next three months and make the necessary adjustments to her
people assignments. This activity uses a Project Periodic Forecast Report to locate
the applicable projects and the Project People Assigner to make the adjustments.
Remain logged in as Gus Lead. (userid: glead password: welcome)

Activity Steps
Run a Forecast Report to view Genevieve’s Assignments
1. Navigate to Reports > Dashboard > Project Reports Section > Periodic
Reports > select Forecast
2. Use Saved Report ‘MPR-Activity 5.3a Project Periodic Forecast’
` OR
Set up the report manually using the following criteria
a) PERSON: filter for %00 and select UU User 00(Lead) Genevieve
b) PROJECT TYPE: filter for BILLABLE
c) REPORTING PERIOD: choose Month and ‘06/01/2021
d) NUMBER OF PERIODS: enter 3
e) SCHEDULE TYPE: Report on Budgets
f) CELL OPTIONS: Hours
g) COLUMN OPTIONS: choose ‘Show Projects’
3. The report will have several projects that Genevieve is assigned to

Use the Forecast Menu to create a People Assigner grid
1. Navigate to Forecast > People Assigner
2. Use Saved List ‘MPR-Activity 5.3a People Assigner Grid – Genevieve’
OR
Set up the grid manually using the following steps:
a) ASSIGN VIEW: select People for many projects

Lesson 5: Monitor & Control Phase
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