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Title: Utilize Adhoc Reports during Implementationto Audit Person and Project Setups

Brief description:

When setting up People and Projects, utilizing the capabilities of Adhoc Reporting can be beneficial.    Running Running saved Adhoc reports can help easily identify any discrepancies or missing data.

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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.

To audit Person Setup:

To audit Project Setup:

Process

After loading new people or projects into Unanet, run each report to review the data. 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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