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:
- People planning and assignments
- Adjusting projections for holidays or other OOO
- Reviewing and approving timesheets
- Reviewing and approving expenses
- 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:
- If a FT resource devoted to the project, then 80%
- If an AD resource devoted to the project, then 65%
- If a PT resource devoted to the project, then 40%
From that place, then deduct - monthly - for any of the following:
- Holidays
- OOO
- 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.
This page was last
updated on August 8, 2023.