Page 2 - Participant Guide - Unanet GovCon Analyzing Project Metrics
P. 2
Contents
ABOUT THIS PARTICIPANT GUIDE .......................................................... 4
COURSE INTRODUCTION ......................................................................... 6
Learning Objectives .................................................................................................. 6
Roles & Access .......................................................................................................... 6
Lesson 1: Roles and Functionality ........................................................... 8
Learning Objectives .................................................................................................. 8
Project Management Roles ....................................................................................... 8
Tour 1.1 – Review Roles for Budgeting .................................................................... 9
Advanced Functionality ............................................................................................ 9
Property Setting for Project Cost Reporting ........................................................... 10
Tour 1.2 – Review Property Setting for Project Cost Reporting ............................. 10
Check your understanding ..................................................................................... 10
Lesson 2: Project Setup .......................................................................... 11
Learning Objectives ................................................................................................ 11
Introduction .............................................................................................................. 11
Calculating Revenue by Billing Types ................................................................... 11
Calculating Profitability by Billing Types .............................................................. 11
Tour 2.1 – Review Settings for Projects of Each Billing Type ................................ 12
Revenue Recognition Project Settings .................................................................. 12
Tour 2.2 – Review the Calculation for Revenue Reports ....................................... 12
Demo 2.3 – Review Impact of Revenue Calculation Formula ................................ 14
Activity 2.4 – Review Impact of Revenue Calculation Formula .............................. 14
Manage and Report on Budgets ............................................................................. 15
Project Budgets ...................................................................................................... 15
Task Budgets ......................................................................................................... 15
Tour 2.5 – Review Budget Fields ........................................................................... 16
Check your understanding ..................................................................................... 16
Lesson 3: Revenue and Profitability Reports ........................................ 17
Learning Objectives ................................................................................................ 17
Project Accounting Reports ................................................................................... 17
Reporting Search Tips ........................................................................................... 17
ABOUT THIS PARTICIPANT GUIDE
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