Project Planning Part 4: Additional Tips

In this Lunch & Learn session, Tammy Kilhullen, explores Project Planning best practices within Unanet AE and demonstrate how firms can improve project forecasting, budgeting, scheduling, and resource management. The session covers project templates, work breakdown structures (WBS), labor planning, resource allocations, schedule management, and budget development techniques.

Attendees will learn how to build more accurate project plans, forecast staffing needs, balance workloads across teams, and monitor project performance throughout the project lifecycle. The presentation also highlights common planning challenges, recommended workflows, and practical tips for maximizing the value of Unanet AE’s Project Planning tools.

This session is ideal for project managers, operations leaders, resource managers, accountants, and system administrators looking to improve project visibility, resource utilization, and overall project profitability.

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Expense Codes & Expense Groups

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Project Planning Part 3: Web Version