Courtney Drews, Senior ERP Consultant at OAS, showcased how Project Central helps project managers and accountants manage project information, budgets, contracts, scheduling, and invoicing from one centralized location. The session also included a Q&A covering reporting, billing processes, and other key features that help improve project visibility and efficiency.

Jessica Gandy presented “Projects 101,” covering key project setup topics in Unanet, including changing fee types, managing allowable dates for time and expenses, using project and WBS templates, and setting up rate schedules and report types. Participants asked questions about converting unit rates to fixed fees and applying overhead and profit multipliers.

Martha Griffith presented a case study on Frederick Seiber & Associates' use of Unanet AE for project management, highlighting their direct entry system and efficient project lifecycle process. The team discussed various aspects of project management processes, including opportunity tracking, dashboard customization, and timesheet approval methods, with different participants sharing their experiences and suggestions for improvement.