Page 59 - Participant Guide - Unanet GovCon Analyzing Project Metrics

Activity Steps

PART 1. Update the People Assignments
1. Navigate to the Contracts > Project > List
2. Filter for project code APF-FORECAST-TM
3. Edit the project and navigate to the People Assignments > Assign with Grid
4. Use the Saved List “APF-Activity 6.4 Reforecast Assignments” and review the
settings to become familiar with the grid setup and run the grid
OR
- Create a new grid using the following criteria
o ASSIGN VIEW: select Project
o ASSIGNING PERIODS:
o Period Type: Calendar – Semi-Month
o Number: 14
o Start Date: June 16 , 2021
th
o BUDGET IN: Hours
o PEOPLE TO ASSIGN: filter for ORG CODE: %Cyber and select
Harriette, Henry, and Hercules
5. Click the Assign tab to open the assignment grid
th
6. Move Harriette’s remaining assignments to Hercules starting June 16
a) Double click on Harriette’s name to open the edit screen for all her
assignments
b) In the Person Selector, choose UU User 33, Hercules to move her
assignments to this new user. No other edits are needed.
c) Click Save to close the assignment edit window
7. Increase Henry’s project assignments by 20 hours for July
a) In the grid, change the Jul-16 assignment from 40 to 60
b) Click Save

PART 2. Run the Metric reports to review the impact of the changes

1. Run the Saved Report: APF-Activity 6.4-Revenue Metric for APF-FORECAST-TM
to see how the changes have impacted remaining funds on the project.
2. Run the Saved Report: APF-Activity 6.4-Profit Metric for APF-FORECAST-TM to
see how the changes have impacted remaining funds on the project.

PART 3. Create a Project Note to document the project review.

1. Navigate back to the project APF-FORECAST-TM
2. Edit the project
3. On the left side menu, click on the Notes menu
4. Click the Add button and use the following information:
- ADD NOTE:
o Note Title: June’21 Project Review
o Note Description: completed review; swapped design engineer
for a more senior engineer to solve ongoing design issues;

Lesson 6: Controlling Project Performance
©2020 Unanet. All rights reserved. 58