Learn 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.

Learn how to use Project Central 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.

Team OAS and attendees shared highlights from the , 2026 Champions Conference, including networking, educational sessions, and upcoming Unanet enhancements.

Topics included RevRec updates, bank feeds, CRM improvements, automations, analytics best practices, and the new Knowledge AI feature. Attendees also shared positive networking experiences and excitement for next year’s conference in Denver.

PARIS Technologies showcased BI tools for Unanet, including Power Analytics for FP&A and Project Reporting, using Excel add-ins for real-time, customizable reporting.

These tools support budget vs. actuals, forecasting, and multi-dimensional analysis within a familiar Excel interface.

Amy Schulz presented how Unanet’s value can be extended through task-specific enhancements, highlighting how AI is expanding capabilities beyond traditional APIs.

She showcased customized, task-specific tools like project planning, dynamic invoicing, dashboards, and revenue forecasting, along with broader customization possibilities.

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. 

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.

Janice Barton presented an overview of the new Unanet AE Dashboard Group release, highlighting the ability to assign employees to multiple dashboard groups and the updated assignment process. She also briefly covered dashboard group management, permissions & common troubleshooting 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.

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.