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