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General - PM

FAQ - How can I view a changed budget?
To view Project Level Budget changes, click the Audit Trail Icon on the Project – Budget Tab Click here to go to the Knowledge Center for the full article.
Mon, 11 Jun, 2018 at 10:55 AM
FAQ - How should I set the Project profile Access tab?
The Project profile Access tab typically should have all Org Access boxes checked, as this Access page is rarely used to limit organization access. (This pag...
Mon, 11 Jun, 2018 at 10:54 AM
FAQ - What is the best practice for approvals so I only have to approve once?
If you are using project approval and manager approvals, the recommended practice for managers who are also PMs is to process the manager queue first in ord...
Mon, 11 Jun, 2018 at 10:53 AM
FAQ - Why are my Project/Task Alerts not generating?
If your Project/Task Alerts  are not generating, there are few areas you can go to, to double check the setup.  First, navigate to the Alerts tab on the Pro...
Mon, 11 Jun, 2018 at 10:51 AM
FAQ - Why are the budget fields for billable amounts greyed out?
If you are attempting to update the budget fields in the  Project or Task Budget tab, but find the squares greyed out and non-editable, you should ensure th...
Mon, 11 Jun, 2018 at 10:50 AM
Quick Topic - Automatic update of Project Condition (Color) based on values in Unanet
Any parameters in the system may be combined to apply a determination of Project Condition, whether Green, Red, or Yellow. This is typically done via a sched...
Mon, 11 Jun, 2018 at 10:49 AM
Quick Topic - Contract Management, Modifications, and Contract Briefs
The page below outlines information related to Contract Management, Modifications, and Contract Briefs.  Click here to go to the Knowledge Center for the ...
Mon, 11 Jun, 2018 at 10:48 AM
Quick Topic - Estimated Total (ET) or Estimate to Complete (ETC)?
Best practices around Estimated Total and Estimate to Complete. Click here to go to the Knowledge Center for the full article.
Mon, 11 Jun, 2018 at 10:47 AM
Quick Topic - Fixed Price Revenue Budgeting and Locking
This entry describes how to use expense planning to accommodate fixed price revenue budgeting in Unanet and allow you to lock the FP budgets with plan sets....
Mon, 11 Jun, 2018 at 10:45 AM
Quick Topic - How to handle the four general types of cost-reimbursement (CP or Cost Plus) contracts in Unanet
There are four general types of cost-reimbursement contracts, all of which pay every allowable, allocatable, and reasonable cost incurred by the contractor,...
Mon, 11 Jun, 2018 at 10:43 AM