Page 9 - Participant Guide - Unanet GovCon Analyzing Project Metrics

LESSON 1: ROLES AND FUNCTIONALITY

Learning Objectives

Discuss primary project management roles and advanced functionality within the
portfolio licenses.

Project Management Roles

Project Manager (PM)
Users with this role are typically responsible for managing many aspects of a project
and possess the ability to create and maintain projects. These users can manage all
project attributes with the exception of managing Labor/Expense Budget fields, Project
Plans and Assignments. This role can have its visibility limited via the Organization
Access screens and access to nearly all reports under the Reports > Project Reports
(Time & Expense) section.
A project manager is required on all projects. This user is listed as the Project
Administrator > Project Manager menu. Only users with the project role can be listed as
a project manager or an alternate project manager.

Project Lead
This role is not assigned to a user via the Roles tab, but rather via the Project Profile >>
Administrators screen. As such, this field will be 'grayed out', though it will contain a
check mark if this user happens to be assigned as a Project Lead to any project. Project
Leads have access to view the same information as a Project Manager less the
following areas: Alerts tab, Left-side menus for expense types, items, labor categories,
pay codes, and locations.

Project Leads also have the ability to create tasks under a project; as well, the Project
Lead can assign all Project Administrator roles for a specific project with the exception
of the Project Manager.

The Project Lead will be able to view existing assignments and plans for the project but
will not be able to assign or plan additional resources to the project unless they are
granted the Resource Assigner role.

The Project Lead has the same access to reports as the Project Manager.

Cost 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.

Lesson 1: Roles and Functionality
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