Page 33 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Prepare for Metric Reporting on a Project’s Plans
It is common that the executive team of a company will have specific targets for revenue
and profitability. In Unanet, the project teams can use two key reports to help validate
their plans against the thresholds provided by management.

The table below helps explain a simple cross tab approach to which report and which
fields are relevant based on the billing type of the project/task.

Demo 4.1 – Prepare for Metric Reporting on Plans
Instructor is logged in as Gus Lead. His relevant role is Project Lead and the
system setting to allow non-cost rate managers access to Project Cost Reports.

Demo Highlights:
• Part 1 Review criteria for Revenue Funding Summary Report
o Use Saved Report APF-Demo 4.1 Revenue Metric on Plans
o Save to Dashboard
• Part 2 Review criteria for Cost Summary and Status Report
o Use Saved Report APF-Demo 4.1 Profit Metric on Plans
o Save to Dashboard

Lesson 4: Validating Project Plans
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