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Allow

PROJECT STATUS - Pick a status level from the dropdown menu.

CONDITION - Select a value (Green, Red, Yellow).


Field

Value


Profile

Owning Organization

Company or Department; Billing Remit To


Project Organization

Client – key field


Project Code

Project ID – key field


Project Title

Descriptive project ID


Project Type

Select appropriate value from dropdown menu


Comment



Project Mgmt LevelManage at Task Level (Time, Expense, Item)

COMPLETED DATE - Select a completed date when applicable.


Budget
COMPLETED PERCENTSelect from dropdown menu (Hours, Labor Cost, Total Cost)
PROJECT DATESOriginal Dates, Revised Dates (required), Enforce Project/Task Dates
MISCELLANEOUSProject Probability Percent 
HOUR BUDGETSBudgeted, ETC, Est. Total
LABOR BUDGETS

Bill $ (Budged, ETC, Est.Total)

,

Cost $ (Budgeted, ETC, Est.Total)

,

Burdened Cost $ (Budgeted)


EXPENSE BUDGETS

Bill $ (Budged, ETC, Est.Total)

,

Cost $ (Budgeted, ETC, Est.Total)

,

Burdened Cost $ (Budgeted)


Accounting
ACCOUNTING

Billing Type (CP,

 
Billing TypeTM, FP or CP

FP, NB, TM)

Posting Group

Assign posting group from available posting groupsCost StructureAssign cost structure from available cost structuresExternal System CodeCan be used for GL Account code for downstream system if not using Unanet FinancialsTotal Value

Generally the total value of the contract award

Funded Value

Funded Value of contracts with incremental funding

-Checking the "Limit Billing" check box will prevent billing in excess of the Funded Value less the Fixed Fee

-Checking the "Limit Revenue" check box will prevent revenue recognition in excess of the Funded Value less the Fixed Fee

Fees

Access

Self-Assign

De-selected

Time

(Direct, Indirect)

Cost Structure (Select appropriate value)

External System Code


PROJECT VALUE

Total Value $

Funded Value $

Limit Billing To Funded Value Less Fixed Fee (checkbox)

Limit Revenue To Funded Value Less Fixed Fee (checkbox)


FEE(S)

CALCULATION METHOD (Hours, Total Cost, Total Labor, Total ODC)

FACTOR TYPE (Number, Percent)

FACTOR

FIXED FEE AMOUNT


Fees

Access

ORG ADMIN ACCESS

Select as appropriate


USER ACCESS

Self Plan (Open, Closed, Assign)

Assign Self Plans

Self Assign


Time

Designate as Leave ProjectSelect as appropriate
Allow time ReportingSelect as appropriate
Require PO for Non-Employee (PO) TimeSelect as appropriate

Allow Future Charges

Do not select for DCAA/billable


Require Comments

Select as appropriate


Location RequiredSelect as appropriate
Default LocationSelect as appropriate
Default Pay CodeSelect as appropriate
Time In/OutSelect as appropriate

Bill Rate Source

Labor CategorySelect as appropriate


Cost Rate Source

PersonSelect as appropriate


Labor Category usageYes, Require Labor Category

Select as appropriate





Expense

Allow Expense Reporting

Checked

Tasks

Profile

Task Name

Project Type

Override project default as needed

Owning Organization
Budget

Original Dates

Revised Dates

Required

AccountingBilling TypeExternal System CodeFunded ValueLeft Navigation Menu

Project Manager

Project Approver

Resource Assigner

Project Labor Categories

Labor Category list

Labor Category Rates

TasksOther

Select as appropriate


Require PO for Non-Employee (PO) Time

Select as appropriate


Item


Allow Item Reporting

Select as appropriate


Alerts


PROJECT PERFORMANCE ALERTS

No Alerts, Use Default Preferences, Custom


Alert MethodsSelect as appropriate
Show Alerts ToSelect as appropriate
Show Alerts WhenSelect as appropriate

Other


PROJECT USER-DEFINED FIELDSAs specified.
Left Navigation Menu
TasksSet up submenu items as needed.
AdministratorsSet up submenu items as needed.
AccountsSet up submenu items as needed.
BillingSet up submenu items as needed.
Budget SnapshotsSet up submenu items as needed.
Expense BudgetsSet up submenu items as needed.
Expense PlansSet up submenu items as needed.
Expense TypesSet up submenu items as needed.
ItemsSet up submenu items as needed.

Labor Categories

Set up submenu items as needed.


Locations

Set up submenu items as needed.


NotesSet up submenu items as needed.

Pay Codes

Set up submenu items as needed.


People Assignments

Set up submenu items as needed.


People PlansSet up submenu items as needed.
Plan SetsSet up submenu items as needed.
Reports/ChartsSet up submenu items as needed.


Additional Information

Help Docs - Importing Projects.

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