Projects 101

In this Lunch & Learn session, Jessica Gandy demonstrates how Project Templates in Unanet AE can streamline project creation and promote consistency across the organization. The presentation covers creating and maintaining templates, copying project structures, work breakdown structures (WBS), planning data, resource groups, project members, market sectors, expense codes, taxes, and User-Defined Fields (UDFs).

Attendees will learn how to leverage templates to reduce project setup time, improve data consistency, standardize project management practices, and support more accurate planning and reporting. The session also explores template maintenance, common use cases, and best practices for designing reusable project frameworks that align with organizational processes.

Whether you're managing dozens or hundreds of projects, this training provides practical guidance for improving efficiency and reducing administrative overhead through the effective use of Project Templates.