Page 52 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Considerations for People Assignments
If new plans are created, be aware that people assignments may need to be updated to
ensure the intended team is assigned to work with the new planned hours, labor
categories, locations, etc. Other considerations include:

- Determine whether the “Allow to exceed” flag should be used
- Leaving past assignments that may have been used on a timesheet or
expense report intact.
- Only create future assignments with the newly approved plans

If the setting “Allow budget to be exceeded” has been enabled on a People
Assignment, a tilde (~) will appear in front of the Budget Hours value in the
People Assignment List.

Considerations for Expense Budgets
The logic for expense budgets is similar to the that of people assignments. While
expense budgets do not impact a user’s ability to charge expenses on a project (the
people assignment controls charging), revised expense budgets based on the new
plans will support the reporting process on future project reviews.

- Leaving past assignments that may have been used on a timesheet or expense
report intact.

- Delete future expense budgets and replace them with future expense plans

Tour 6.2 – Creating a Revised Plan (Rebaselining)
Instructor is logged in as the System Administrator.

Tour Highlights:
- Part 1 Review system property setting
o Enabling multiple plan sets
o Allow Project Leads to access plan sets
- Part 2 Run Plan set comparison reports
o Lock a project’s baseline plan, review options
o Make modifications to new version then import a staged file
o Delete future assignments; push new plans from current date forward

If your team will use plan sets or update people plans after the project has
started, ensure extra consideration is given to the people assignments.
Updating a plan does not automatically update the assignment. As well,
assignments can control the charges applied to a project, where plans do not
have any control over timesheets or expense reports.

Lesson 6: Controlling Project Performance
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