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Title: 2018 Champions Conference - Unanet Tips and Tricks

Brief description:  Join us for many tips and tricks using Unanet. This session was presented at the 2018 Champions conference. Timestamps for major topics are listed below: 



  • Support Ticket System (7:40
    • Ticket tab 
    • Solutions tab
    • Per Diem section 
  • Browser Shortcuts (8:00 - 11:40
    • Open other browser windows
    • Bookmark a group of pages
    • Drag and drop files 
    • Right clicking
    • Browser zoom in and out 
  • Searching (11:45 - 18:25
    • Wildcards
    • Dates / Calendar 
    • Quick links on left 
    • 'Back To' and right side links 
    • Save lists 
    • Role descriptions
    • Z Prefix on lists 
    • Find property setting
    • View license info


  • Imports/Exports (23:00 - 25:40
    • Per Diem files
    • Use Export as Import template 
    • Control + R to refresh imports 
  • Projects (25:50 - 29:10
    • Project template
    • Double edit pencil 
    • ETC updates by Employee 
  • Portfolio (29:15 - 39:00
    • Double clicking in grid
    • Powerful one-button push
    • Manage at a task level 
    • Planning (FTE Option) 
    • View user setup for Prior Period
    • Limit expense types
    • Report by LCATS - LOE 
    • Expense budget changes
    • Show under-utilized resources 


  • Time (39:15 - 41:35
    • Mobile and autofill timesheets 
    • Custom timesheet message
    • Text notifications 
  • Other Functionality (41:45 - 49:30
    • Customer payment invoice lookups 
    • Submit vendor payments after creation 
    • Separate billing and revenue postings 
    • Copy function 
    • Deletion Double X 
    • Deep linking
    • Broadcast messages
    • Double arrows
    • Contact management