System status: All systems are operating normally at this time.

Plans

FAQ - Can I override the cost rate in plans when dilution is on?
Some clients want the ability to "play" with salary information in order to view the impact that potential salary changes have on projects.  When d...
Mon, 11 Jun, 2018 at 3:02 PM
FAQ - What are UnaSource-Only or Planning-Only licenses?
These reduced-rate licenses are for the purpose of planning only and no actuals may be associated with them. The licensed product is called: Project Portfoli...
Mon, 11 Jun, 2018 at 3:01 PM
FAQ - Why are the Plan cost rates not reflected in the Reports?
When dilution is turned on, if a Plan's cost rate was set to anything other than the person cost rate, and if the Use Plan Cost Rate for Dilution is not...
Mon, 11 Jun, 2018 at 3:00 PM
Quick Topic - Basic Expense Planning in the Grid
For Unanet Portfolio customers, Project Managers or Project Leads can plan expenses on projects that they manage. Expense Grid Planning can be performed on a...
Mon, 11 Jun, 2018 at 2:59 PM
Quick Topic - Basic Labor Planning in the Grid
There are a number of ways to plan resources on projects using the tools provided by Unanet. This section focuses on one method for planning resources: the g...
Mon, 11 Jun, 2018 at 2:56 PM
Quick Topic - Benefits of TBD Planning Resource Licenses and how to use them
This quick topic outlines the benefits of TBD planning resources (UnaSource Only) and how to set up and use TBD resources in Unanet. Also covered are the re...
Mon, 11 Jun, 2018 at 2:55 PM
Quick Topic - Corporate Budgeting in Unanet
Companies may leverage Unanet forecasting features for bottom-up corporate budgeting. Person level and ODC level Budgets (or plans) may be created on direct...
Mon, 11 Jun, 2018 at 2:55 PM
Quick Topic - Does Dilution apply to Plans/Budgets in my Forecast?
Dilution applies to costs on timesheet actuals, but what about dilution of costs on Plans or Budgets? This page addresses Unanet's default dilution beha...
Mon, 11 Jun, 2018 at 2:53 PM
Quick Topic - Self-planning on Projects
Some companies require that employees self-plan their anticipated work hours on projects for the upcoming quarter or year.  These anticipated hours are aggre...
Mon, 11 Jun, 2018 at 2:47 PM
Quick Topic - Shifting Plans/Assignments
Once plans and assignments have been created, they can be moved between different time periods. The steps below outline how to shift plans, but the same ste...
Mon, 11 Jun, 2018 at 2:47 PM