John McPherson of ResultSet presented a session focused on extracting and manipulating data from Unanet AE into Excel using API endpoints. He walked through setting up API calls and authentication, demonstrated configuring and testing API calls in Excel using Power Query, and reviewed data transformation and refresh capabilities.

Jessica Gandy presented a session on credit card expense management, demonstrating a new import tool that streamlines transaction entry through a dashboard interface. She also reviewed the credit card reconciliation workflow, including expense reporting methods and matching transactions to purchase journals.

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.

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.

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.

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.

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.

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.

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.

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