This Lunch & Learn session will cover the fundamentals of setting up and managing projects in Unanet AE to ensure accurate tracking, billing, reporting, and financial visibility.

We’ll walk through project structure, key setup decisions, and common pitfalls that impact downstream processes like time entry, expenses, WIP, and invoicing. Whether you’re new to Unanet AE or want to confirm your setup follows best practices, this session provides a strong foundation for long-term success.

Ideal for project managers, accounting teams, and administrators responsible for project setup and maintenance.