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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.


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:


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


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


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