Page 26 - Unanet GovCon Administering the Subcontractor Portal - Participant Guide eBook
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LESSON 3 USING - SUBCONTRACTOR PORTAL



               Learning Objectives
                   •   Differentiate the various procedures and options to use the subcontractor portal
                       to enter, submit, and approve timesheets/expense reports
                   •   Recognize the requirements and decisions involved to manage the subcontractor
                       portal


               Introduction
               Subcontractors using the portal will need to enter and submit time and expenses in
               adherence with the company’s reporting practices established in Unanet. New portal
               users can begin to record their time and expenses for the projects to which they are
               assigned. A Subcontractor’s timesheet and expense report actuals, entered through the
               portal, are available in real-time for analysis and reporting in Unanet.

                    Lesson 3 Overview Video (for SDL only)



               Subcontractor Portal Users - My Timesheets


               Navigate: Portal > Dashboard > My Timesheets

               If a user has been assigned the Timesheet User role in the Subcontractor Portal, the
               default view for a user is the My Timesheets screen. It is from this screen users can
               add a new timesheet or view/edit a list of existing timesheets. The list is sorted by Stage
               (ACTIVE and DONE), then sorted by time period begin date (descending).

               My Timesheets can also be accessed from the left menu. If a number is displayed next
               to the My Timesheets menu option, it indicates the number of timesheets that have a
               status of INUSE. Also on the left menu is quick access to +Enter Time. A number "1"
               displayed next to the + Enter Time menu option indicates a timesheet for the current
               period has not been created.

               Add a Timesheet:
                   •   Click +ADD TIMESHEET (bottom of the page) or +Enter Time (left menu)
                   •   Enter a Timesheet Date and click ADD
                   •   The timesheet entry screen is displayed to enter time for the period

               Enter Time:
                   •   From the My Timesheets screen, click on a row to view a specific timesheet (or
                       use the edit pencil icon) or Click +Enter Time on the left menu to access the
                       current timesheet








               LESSON 3 USING - SUBCONTRACTOR PORTAL
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