OAS Lunch & Learn Video Library

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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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Tim Cowher Tim Cowher

Labor Distribution

Courtney Mahon reviewed labor distribution in Unanet, emphasizing accurate labor mapping, timely timesheet submission, and approval. She also addressed common timesheet and utilization challenges and clarified intercompany transactions.

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Tim Cowher Tim Cowher

Year End Process

Tammy Kilhullen presented on year-end processes, sharing a checklist and a custom report to identify prior fiscal years not closed. She also reviewed cash basis accounting, overhead allocation, revenue generation, and applying ICC to projects.

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Tim Cowher Tim Cowher

Queries

Courtney Drews presented on the topic of Queries. This session covers the process of building and using queries. Courtney demonstrated various aspects of query building, including filtering, sorting, and using the data dictionary.

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Tim Cowher Tim Cowher

Dashboards

Janice Barton presented on Unanet dashboards, covering their purpose, setup, permissions, and how they support project management, along with configuration and customization options.

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