Explore Unanet’s Reporting capabilities in this hands-on class. Uncover the simplicity of the Reports dashboard, maximize your saved report criteria, and explore alternative options like the Project Management Scoreboard!
Audience: This class is intended for current Unanet customers who are interested in learning more about Unanet reporting for all roles. Administrator functions will be discussed in this course but Administrator access to the customer’s Unanet system is not required.
Maximize your proficiency in administering People and Projects, labor and ODC costs and time and expense entry in Unanet. Investigate Administration setup regarding custom Cost Reports, indirect rates and per diem reimbursement. Identify ways of improving the accuracy of time and expense reporting through various settings and explore Unanet’s Automated Analyst to make corrections in the system. We will utilize many hands on activities within student environments, so be sure to bring your laptop!
Audience: This class is appropriate for any Unanet customer. Administrator functions will be discussed in this course but Administrator access to the customer’s Unanet system is not required.
Spend a full day exploring the features and functionality of Unanet Financials! You will step through concepts, configuration overview, transactional workflow and processes, and financial reporting. Together we will review best practices for implementing Unanet Financials, and discuss how Unanet provides a single solution for Projects, People and Financials.
Audience: This class is intended for current Unanet customers who are interested in learning more about Unanet Financials. Financials customers who are new to Unanet, or those desiring a booster class to refresh their knowledge of Financials.
Spend a full day exploring the features and functionality of Unanet Purchasing! You will step through concepts, configuration overview, transactional workflow and processes, and reporting.
Audience: This class is intended for current Unanet Financials customers who are interested in learning more about the Purchasing functionality in Unanet.
Discover the Unanet Portfolio features for the project manager, resource planner and assigner roles in this hands-on course. Focus on the planning and budgeting grids, create reports to manage key performance metrics like revenue, utilization, and profitability. Discover easy techniques to assess a project’s progress and manage the estimate at completion. Please bring your laptop!
Audience: This class is intended for experienced Unanet customers looking to maximize their use of Project Manager features and reporting in Unanet. Unanet Portfolio license features will be used extensively in this course.
This program will cover the Unanet Financials functionality, including Accounts Payable, Invoices and Accounts Receivable, General Ledger, Purchasing, and other financial transactions & processes. Review Cost Pool setup and calculations, end of period processes and other processes. Review Financial reports and ways to investigate some common transactional areas.
Audience: This class is intended for current Unanet Financials customers who would like to improve their mastery of the Financials processes and functions.
This event is designed specifically for our Unanet Partner community to jump start your Unanet practice, help your customers transform their organization by leveraging the value of Unanet, and provide insights to develop new revenue opportunities for your firm. The Partner Summit agenda includes updates on the Unanet product roadmap and strategic plan; key initiatives across the Unanet Partner community; content to help you build and grow your Unanet practice; and of course opportunities to network with Unanet team members and other Unanet Partners. Space is available for two attendees per partner firm. Note – this event is scheduled at the same time as the Pre-Conference Training sessions. We recommend your consultant consider the training sessions to build their knowledge and skills in Unanet while leaders of your Unanet practice attend the Partner Summit.