OAS Lunch & Learn Video Library

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Tim Cowher Tim Cowher

Project Planning in the Web App

Tammy Kilhullen presented an overview of project planning in the Unanet web app, covering project templates, Gantt charts, budgeting, resource allocation, and scheduling.

She also highlighted key differences between the web and desktop versions and shared insight on upcoming enhancements. 

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Tim Cowher Tim Cowher

General Ledger Budgets

Lynne Kloes presented on General Ledger Budgets in Unanet AE, demonstrating key financial management and reporting capabilities. She reviewed budget creation, dashboard customization, and data consolidation, and provided hands-on examples of financial reports and metrics.

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Tim Cowher Tim Cowher

Expense Codes & Expense Groups

Martha Griffith presented a session on Expense Codes and Expense Groups, explaining how expense codes categorize non-labor expenses and support unit billing. She reviewed expense group setup, including markup rates, GL mapping, and project-level overrides, shared practical tips on dates and recalculating markups, and addressed common unit billing challenges.

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Tim Cowher Tim Cowher

Project Planning Part 4: Additional Tips

Tammy Kilhullen presented on project planning and template management in Unanet, demonstrating project templates, rate increases across fiscal years, and timeline adjustments using the Gantt chart. She also covered resource groups, budget calculations, permission settings, and addressed questions around moving time entries and billing issues.

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Tim Cowher Tim Cowher

Project Planning Part 3: Web Version

Martha Griffith presented on project planning in the web version of the system, demonstrating budgeting, resource scheduling, and Gantt chart features, and concluded with a discussion on web versus desktop advantages and a Q&A on workflow, customization, and reporting.

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Tim Cowher Tim Cowher

Project Planning Part 2: Resource Allocation & Scheduling

Tammy Kilhullen led a session on resource planning and scheduling in Unanet, covering Resource Groups, the Project Plan Report, the Resource Scheduler, and the Labor Schedule Summary Dashboard. The session also reviewed planned versus actual hours and included a practical Q&A.

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Tim Cowher Tim Cowher

Project Planning Part 1: Budgeting & Allocation

Martha Griffith led a session on Project Planning, focusing on budgeting and allocation. Topics included managing different project cost types, using a test database, creating variance columns, budgeting in ODC, ICC, and OCC modes, allocation and timesheet workflows, project notifications, and building Gantt charts in both the desktop and web versions of Unanet.

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