OAS Lunch & Learn Video Library
Click the Thumbnails Below to View or Download Each Video
Enter Key Words to Search the Video Library (Ex. Customizations, Project Planning, Budgeting, Reporting):
Invoicing Process for Project Managers
Lynne Kloes shows how to use PM Bill Review in Unanet AE to streamline the invoicing process and improve collaboration between project managers and accounting.
This session covers reviewing labor and expenses, managing billing statuses, adding invoice comments, tracking fixed-fee projects, and ensuring invoices are accurate before they're sent to clients.
Project Central (Web-Version)
Courtney Drews covers how to use Project Central (web version) Metrics in Unanet AE to monitor project financial performance, track key KPIs, analyze project health, and gain real-time visibility into contracts, billing, revenue, and profitability.
Project Central (Desktop)
Courtney Drews shows us how to leverage Project Central (Desktop) in Unanet AE to manage project performance, review budgets, monitor billing, analyze labor, track profitability, and improve project oversight.
This training covers dashboards, bill review, scheduling, project analytics, custom filtering, and best practices for project management.
Pay When Paid (PWP) Process
Jessica Gandy demonstrated the Pay When Paid (PWP) feature, reviewing setup requirements, invoice processing, and key reports, and emphasizing the importance of proper payment terms and consultant codes to ensure accurate billing and revenue tracking.
