Page 40 - Participant Guide - Unanet GovCon Managing Project Resources
P. 40

b)  ASSIGNING PERIOD: Calendar Semi-Month,  6 increments,  starting
                          06/01/2021
                       c)  BUDGET IN:   Utilization
                       d)  PERSON: filter for last name of %00 and select Genevieve
                       e)  DISPLAY OPTIONS: check Show Project/Task Dates
                       f)  Click the Assign tab to display the grid

                   Update Genevieve’s projects
                   1.  Double click on the gray banner for PROJECT to open all of the assignment
                       periods at the same time
                   2.  Check the box to Enable Budget field for updates
                   3.  Change the Utilization to .20
                   4.  Click Save


                        Activity 5.3b – Swap Assignments for Blitz to Mercedes

                        Blitz will leave the team to take on a special project next quarter.  Mercedes will
                        assume all of Blitz’s hours until the end of any project Blitz is assigned to work on. Use
                        tools in the system to determine which projects need to be adjusted and then use the
                        swap feature to move all of Blitz’s future assignments to Mercedes
                        This activity will use a Project Schedule Detail Report to locate applicable assignments
                        and the Forecast Menu to adjust the People Assignments.
                        Remain logged in as Gus Lead. (userid:  glead  password:  welcome)

               Activity Steps

               Run a Project Schedule Detail Report to locate Blitz’s assignments
                   1.  Navigate to Reports > Dashboard > Project Reports Section > Detail Reports
                       > select Schedule Details
                   2.  Use Saved Report ‘MPR-Activity 5.3b Project Schedule Detail’
                                     `             OR
                       Set up the report manually using the following criteria
                          a)  PERSON:  filter for %01 and select UU User 01, Blitz
                          b)  PERFORMANCE PERIOD: choose 6/1/2021 – 12/31/2021
                          c)  SCHEDULE TYPE:  Report on Assignments
                   3.  The report will have several projects that Blitz is assigned to

               Use the Forecast Dashboard to create a People Assigner Grid
                   1.  Navigate to the Forecast > People Assigner
                   2.  Use Saved List ‘MPR-Activity 5.3b People Assigner Grid – Blitz
                                                   OR
                       Set up the grid manually using the following steps:
                       g)  ASSIGN VIEW:  select Projects for many People
                       h)  ASSIGNING PERIOD: Calendar Semi-Month, 26 increments, starting
                          6/1/2021



               Lesson 5: Monitor & Control Phase
                                                                              ©2020 Unanet. All rights reserved.     39
   35   36   37   38   39   40   41   42   43   44   45