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.

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.

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.

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.