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Policies & Portals

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In this course you will learn to improve the accuracy and speed of closing activities, by reviewing the critical path to performing the period-end close, including posting labor, expenses, invoices, and revenue, as well as calculating cost pools and generating financial reports to catch variances and errors. Learners will synthesize their experience within Unanet’s different financial functional areas to analyze financial statements and project reports to assess the financial health of their organization. Recommended Roles:   Course Duration: 2 half days from 1:30pm-4pm ET CPE Credits: 5 Unanet affirms our commitment to the delivery of high quality continuing professional education in compliance with the Statement of Standards for Continuing Professional Education (CPE) Programs and the program requirements of the National Registry of CPE Sponsors. Read More

This Self-Directed Learning (SDL) course is an on-demand version of the Instructor-Led Training (ILT) course of the same name. For details about how this course is used, please watch this short video. In this course you will learn to improve the accuracy and speed of closing activities, by reviewing the critical path to performing the period-end close, including posting labor, expenses, invoices, and revenue, as well as calculating cost pools and generating financial reports to catch variances and errors. Learners will synthesize their experience within Unanet’s different financial functional areas to analyze financial statements and project reports to assess the financial health of their organization. Read More

In this course you will get an overview of various functions available to support Accounts Payable. Recommended Roles: Administrator, AP User,  AP Poster, AP Viewer, AP Administrator Read More

In this course you will get an overview of various functions available to support Accounts Receivable processes. Recommended Roles: Administrator, AR User,  AR Poster, AR Viewer, AR Administrator Read More

In this course you will be introduced to the Unanet Analytics reporting features, including the types of reports, the user interface, and functionality. Recommended Roles: All Read More

In this course, you will review project settings that impact project metrics for revenue and profitability. You will learn how to perform periodic reviews and reforecast labor and expenses to ensure scope, cost, and schedule will meet project metrics. Recommended Roles: Project Manager, Cost Rate Manager, Project Lead, Resource Planner, and Resource Assigner Read More

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