Administrator Training - Unanet Technologies
Administrator Training - Unanet Technologies
Administrator Training - Unanet Technologies
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<strong>Unanet</strong> Annual Customer Meeting<br />
Managing your <strong>Unanet</strong><br />
Site<br />
May 5, 2011<br />
Stephanie Picardi, PMP<br />
Director of Customer Account Management<br />
spicardi@unanet.com
Today’s <strong>Training</strong> Objective<br />
1. Provide an overview on resources available to<br />
assist <strong>Unanet</strong> <strong>Administrator</strong>s<br />
2. Setup of Data Elements<br />
3. Review <strong>Administrator</strong> Functions in <strong>Unanet</strong><br />
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<strong>Unanet</strong> Customer Account Management<br />
<strong>Unanet</strong> Customer Support<br />
<strong>Unanet</strong> University<br />
Help Documentation<br />
<strong>Training</strong> Documents<br />
Pre-recorded Web videos<br />
Customer Webinars<br />
<strong>Unanet</strong> Email Notifications & Newsletters<br />
<strong>Unanet</strong> Resources<br />
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Organizations can be used to control data<br />
visibility<br />
Organizations<br />
Key for how data will be tracked and reported<br />
3 concepts of Organizations<br />
Person Organizations<br />
Project Organizations<br />
Owning Organizations (Project Costing Reporting)<br />
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Project Elements<br />
Labor Categories<br />
Project Types<br />
Project Statuses<br />
Note Types<br />
Note Statuses<br />
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Time Elements<br />
Accrual Plans<br />
Change Reasons<br />
Time Periods<br />
Pay Codes<br />
Holidays<br />
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Managing the Approval Process<br />
Approval Groups<br />
Project-level Approvers<br />
Customer Approvals<br />
Status Reports<br />
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Used for managing the approval of:<br />
Timesheets<br />
Expense Reports<br />
Expense Requests<br />
Approval Groups<br />
<br />
Control who approves and in what sequence<br />
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Understanding Statuses<br />
The following status values apply to Timesheets:<br />
MISSING, INUSE, SUBMITTED, APPROVING, DISAPPROVED, COMPLETED,<br />
LOCKED and EXTRACTED<br />
The following status values apply to Expense Reports:<br />
INUSE, SUBMITTED, APPROVING, DISAPPROVED, COMPLETED, and<br />
EXTRACTED<br />
The following status values apply to Expense Requests:<br />
REQUESTING, PREAPPROVING, PREAPPROVED, and DENIED<br />
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People Elements<br />
Business Week<br />
Labor Categories<br />
Locations<br />
Skills<br />
Skill Types<br />
Skill Levels<br />
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Defining Users<br />
Which users will define projects, approve project time, manage project<br />
budgets, make Assignments (Project / Resource Manager roles)<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
Which users will approve entire timesheets and expense<br />
reports (Manager role)<br />
Will external customers approve any project time in <strong>Unanet</strong> (Customer<br />
role only)<br />
Will subcontractors report time and expenses through <strong>Unanet</strong><br />
Do you want to define default bill/cost rates for each person<br />
Should cost rates be salary-based or fully-loaded cost rates<br />
Will any of the users earn leave<br />
What data visibility each user should have<br />
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Roles & Organization Access<br />
<strong>Unanet</strong> is a role based system that supports a matrix<br />
organization<br />
<strong>Unanet</strong> Organizations and Roles support organizational<br />
changes such as company growth, mergers/acquisitions,<br />
Organizational Restructuring<br />
<strong>Unanet</strong> Organizations and Roles allow greater flexibility<br />
for report access<br />
Using various Roles allows employees closest to the<br />
project to manage their own work and project status in<br />
real-time<br />
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Managing Emails from <strong>Unanet</strong><br />
Email Reminders – scheduled<br />
Email Notifications – event triggered<br />
Customize Email Messages<br />
Project Alerts<br />
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Misc Admin Duties<br />
Post-Extract Adjustments<br />
Support for DCAA Compliance<br />
User Defined Fields<br />
Report Sharing<br />
<strong>Unanet</strong> Properties<br />
Project Costing<br />
Billing/Invoicing<br />
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Project Costing Elements<br />
Cost Elements<br />
Cost Structures<br />
Fiscal Years<br />
Project Costing Report<br />
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