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Policies & Portals

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In this course, you will apply Unanet’s recommended practices to identifying the resources your projects need and creating plans and budgets based on corporate thresholds and contract stipulations. Additionally, you will generate reports to assess project plans and assignments, and determine which, if any, corrective action is necessary.   Recommended roles: Administrator, P&R Administrator, Project Manager, Project Viewer, Resource Requestor, Resource Planner, Resource Assigner, Bill Budget Viewer, Billing Viewer, Cost Budget Viewer Course Prerequisite Unanet GovCon: Introduction to Project Management (ILT) OR Unanet GovCon: Introduction to Managing Project Resources (ELN)   Course Duration: 2 half days from 1pm-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

In this course you will get a brief overview explaining how our growing suite of features and functionality makes Unanet an ERP powerhouse. Recommended Roles: All Read More

In this course, you will create and manage projects with varying billing types in support of the project management lifecycle. Additionally, you will set up and manage contracts in association with projects to create greater efficiency. Recommended Roles: Administrator, Project Lead, Project Manager Course Prerequisite Unanet GovCon: Introduction to Project Management (ILT) OR Unanet GovCon: Introduction to Setting Up Projects (ELN)   Course Duration: 1 day from 1pm-4pm ET  CPE Credits: 2 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 create and set up projects to support a variety of billing types in support the project management lifecycle. Topics include task setup, people assignments, project administrators, and project notes and alerts. Recommended roles: Project Manager, Project Lead Course Prerequisite Unanet GovCon: Introduction to Project Management (ILT) OR Unanet GovCon: Introduction to Setting Up Projects (ELN)   Course Duration: approximately 2.5 hours   Read More

In this course you will get an overview of how the Unanet GovCon system functions to support managing your government contracts.  This includes how projects are set up, planned, and monitored as well as the financial processes involved to manage, track and report revenue, accounts receivable, and accounts payable.  The various dashboard and reporting options available will be described to help you run all aspects of your business. Recommended Roles: All Read More

In this course, you will review the system settings needed to perform Accounts Payable processes, practice creating vendor invoices and vendor payments, and produce reports for verifying transaction accuracy. For those using Purchasing, two-way and three-way purchase order matching will be reviewed.   Recommended roles: AP User, AP Poster, AP Viewer, or AP Administrator  Course Prerequisite Unanet GovCon: Introduction to Financial Management (ILT) OR Unanet GovCon: Introduction to Accounts Payable (ELN)   Course Duration: 1 day from 1pm-4pm ET CPE Credits: 2 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

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