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Question

Is there a checklist for setting up a new project?

Solution

Unanet has a checklist template below that our clients can use to develop their own checklist for the project profile.  

Unanet recommends that projects are copied from a template or integrated from another system. This document should help to verify that all necessary fields are populated.


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 PERCENTHours, 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, FP, NB, TM)

Posting Group (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

Select as appropriate


Cost Rate Source

Select as appropriate


Labor Category usage

Select as appropriate





Expense

Allow Expense Reporting

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.

KC - FAQ - Is there a checklist for setting up a new user?




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