Project Management: Unanet tasks and training materials

Unanet is an enterprise resource planning (ERP) system that CivicActions leverages for time tracking, planning, forecasting, and accounting. As a project lead, you're responsible for the following Unanet tasks:

1. People planning and assignments
2. Adjusting projections for holidays or other OOO
3. Reviewing and approving timesheets
4. Reviewing and approving expenses
5. Runnings reports
   • Plans v Actuals
   • Planned Utilization

Key Unanet tasks for a project lead

• People planning and assignments (aka Plan with Grid)
• People planning and assignments by Day (aka Plan with Grid by Day)
• Reviewing and approving timesheets
• Reviewing and approving expenses
• Running reports: Plans vs Actuals
• Running reports: Planned Utilization

Adjust projections for holidays or other OOO

In general, resource allocations can be expected using the following ratios:

1. If a FT resource devoted to the project, then 80%
2. If an AD resource devoted to the project, then 65%
3. If a PT resource devoted to the project, then 40%

From that place, then deduct - monthly - for any of the following:

1. Holidays
2. OOO
3. Any other events, such as summits

Pro tip: For finding OOO dates on the calendar, use the CivicActions shared calendar and try searching "name OOO". This will allow you to isolate the forthcoming dates for the given person.

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This page was last updated on November 3, 2023.