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Policies & Portals

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In this course you will learn how project assignments function and how to use this feature to manage your projects. Recommended Roles: Project Administrators, Resource Managers Prerequisite: Unanet GovCon: Using Project Profiles Read More

In this course you will get a high-level review of project reporting for direct costs, indirect costs, margin, average labor rates, and other relevant metrics. This will include five standard reports that utilize Cost Reports, as well as Purchasing and other Financial Reporting capabilities. Recommended Roles: Administrators, Project Managers Read More

In this course you will be shown how to use Project Labor Categories to meet specific project requirements. Recommended Roles: Administrator, P&R Administrator, HR Administrator Read More

In this course you will learn about the tasks and processes that a Resource Planner can perform using the Portfolio and Portfolio Plus functionality.  This includes the creation of People plans to represent the hours required to deliver the scope of a project or task or the labor portion of a project baseline with projected revenue and cost values. You will also create new "what-if" scenario plans, and support re-forecasting and labor budgeting requirements. This course will focus on the basic features for entering People plans and analyze several key reports designed for Resource Planners. Recommended Role: Resource Planner Read More

In this course you will review each tab of the Project Profile to identify required fields and recommended practices for configuration, as well as gain practical experience creating a new project from a template of your own design. Recommended Roles: Administrators, Project Managers Read More

In this course you will identify how roles--individually and in combination--provide the capability to perform various functions in your system. Additionally, you will explore how Organization Access affects the functionality available to roles, and develop an understanding of how the standard roles will apply to users within their company. Recommended Roles: Administrator, P&R Administrator, HR Administrator Read More

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