Project Planning in the Web App

In this Lunch & Learn session, Tammy Kilhullen demonstrates how to use Project Planning Allocations within Unanet AE to better manage project budgets, resource assignments, and labor forecasting. The presentation covers allocating labor hours, assigning budget amounts, scheduling resources, managing utilization, and tracking planned versus assigned work.

Attendees will learn how allocations impact project planning, staffing decisions, resource management, and project financial performance. The session also explores scheduling workflows, labor budget management, forecasting techniques, and best practices for maintaining accurate project plans throughout the project lifecycle.

Additional topics include resource availability, workload balancing, project budget monitoring, and strategies for improving planning accuracy and project visibility across teams and departments.

This training is ideal for project managers, resource managers, operations leaders, accountants, and Unanet AE administrators looking to improve forecasting, staffing, budgeting, and project execution.