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Title: Utilize Adhoc Reports during Implementation

Brief description:

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

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:

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.


To audit Person Setup:

Person Audit 1 - Profile Tab.xml

Person Audit 2 - Time Tab.xml

Person Audit 3 - Expense Tab.xml

Person Audit 4 - Rates Tab.xml


To audit Project Setup:

Project Audit 1 - Profile Tab.xml

Project Audit 2 - Budget Tab.xml

Project Audit 3 - Accounting Tab.xml

Project Audit 4 - Access Tab.xml

Project Audit 5 - T&E Tabs.xml

Process

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

People:

  • 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


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 and immediately prior to go-live to confirm data is entered and it is correct.

Periodically after go-live, these reports are useful to verify that new employees and new projects are setup properly.


Additional Information

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

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

FAQ - Is there a checklist for setting up a new project?


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