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Title: Utilize Adhoc Reports during Implementation

Brief description:

Using Adhoc Reporting to verify setup is consistent and accurate.

What’s covered in this document:

Table of Contents
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Reports

During implementation, when When setting up People and Projects, utilizing the capabilities of Adhoc Reporting can be beneficial. As there are many fields to complete for the setup of People and Projects, running these audit adhoc    Running saved Adhoc reports can help easily identify any discrepancies , or missing data or quality control that is desired by your company.Once People and Projects have been imported or entered into Unanet, you can import the below Adhoc Reports and save them to your dashboard. These reports tie to .

This is a best practice during implementation, but can also be very useful on an ongoing basis to continually verify accuracy of the data within Unanet.


What’s covered in this document:

Table of Contents
maxLevel2

Reports

Import the Adhoc Reports saved below and save them to a dashboard. These reports will assist in the audit of each of the tabs within a Person or Project Profile.

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Project Audit 5 - T&E Tabs.xml

Audit Process

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Process

After loading new people or projects into Unanet, run each report to review the data in Unanet. Some of the fields to verify would be:

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  • Email Address
  • Time and Expense Approval Groups
  • Labor Cost Element
  • Cost Rate

Projects:

  • Project Type
  • Billing Type
  • Posting Group
  • Cost Structure
  • Funding and Total Values

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It is recommended to run these reports at various times during implementation. The first time would be shortly after projects and people are imported into your system . The next time would be and immediately prior to go-live to confirm data is entered and it is correct.

Periodically after go-live, these reports can be run are useful to verify that new employees and new projects are setup to your guidelinesproperly.


Additional Information

FAQ - How do I import an Ad Hoc report criteria definition?

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