Page 10 - Participant Guide - Unanet GovCon Analyzing Project Metrics
P. 10

Bill Rate Manager
               A Project Manager cannot see bill or cost rates in Unanet unless an Administrator
               grants the user Bill Rate Manager and/or Cost Rate Manager roles within the PM's
               profile.

               Bill Budget Manager/Viewer
               A Project Manager cannot see bill or cost rates in Unanet unless an Administrator
               grants the user Bill Rate Manager and/or Cost Rate Manager roles within the PM's
               profile.

               Cost Budget Manager/Viewer
               A Project Manager cannot see bill or cost rates in Unanet unless an Administrator
               grants the user Bill Rate Manager and/or Cost Rate Manager roles within the PM's
               profile.


                        Tour 1.1 – Review Roles for Budgeting
                        Instructor is logged in as a System Administrator. (uuadmin / welcome)

                        Tour Highlights:
                          -  Review Budget Manager/View Roles and Organization Access
                          -  Review the Project and Task Budget fields

                                If your System Administrator is limiting a user’s role using the
                                organization access you will need to update the user’s profile
                                appropriately. You can locate more information on organization access
                                in the Unanet Support Portal.


               Advanced Functionality
               It is common that customers give their project leaders one or more roles to allow them
               to manage and run reports to manage the project. While many roles are common, it is
               uncommon that the Cost Rate Manager role is provided to the project managers. The
               cost rate manager role provides access to direct cost rates of accessible users. The
               Cost Rate Manager role also provides access to the family of cost-based reports in the
               Project Accounting section. As such, a user without this role would not be able to
               access revenue and profitability reports.

               However, if you would like Project Managers to access revenue and profitability reports
               with aggregated costs, but not individual costs, there is a property setting to support this
               configuration. Review the features of the Allow Project Cost Reporting For Non-Cost
               Rate Managers property setting to understand more about this advanced feature.




               Lesson 1: Roles and Functionality
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