Page 42 - Participant Guide - Unanet GovCon Managing Project Resources

h) COLUN OPTIONS: only check Show Projects
3. The report will have one project that Rudy is assigned

Use the Project Dashboard to create a People Assigner Grid
4. Open a new tab by right clicking on Contracts menu and choose open in new tab
5. In the new tab, navigate to Contracts > Project > Dashboard
6. On the Left side menu, under Quick Links, choose Managed Projects
7. Edit the project from the performance report in Step 2
(CUST-4-UU4 RSMGNT-C01-INNOVATION-L)
8. Navigate to the left side menu and choose People Assignments > Assign with Grid
9. Use Saved List ‘MPR-Activity 5.3c People Assigner Grid – Rudy’
OR
Set up the grid manually using the following steps:
a) ASSIGNMENT VIEW: select Project
b) ASSIGNING PERIOD: Calendar Semi-Months, 26 increments, starting
6/1/2021
c) BUDGET IN: select Hours
d) DISPLAY OPTIONS: check Show Project/Task Dates
e) Click the Assign tab to display the grid

Update Rudy’s project assignments
11. Locate Rudy’s assignment row
12. Check the box next to his name to select this user’s assignments
13. Below the grid, note the Number of periods field is now editable. Enter 3
14. Click the Shift Right button to move the assignments to the right by 3 periods.
15. Click Save

Check your understanding

Which of these are recommendations in the monitor and control phase?

a) Run reports on actuals + forecast
b) Use project notes to document the project along the way
c) Create an internal process to perform periodic reporting
d) Create saved shared reports for emails and dashboards
e) All of the above

Refer to Appendix A for answers to the Check Your Understanding questions

Lesson 5: Monitor & Control Phase
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