Speed Learning Topics

Speed Learning Topics 2019-03-11T12:31:37+00:00
  • Manage utilization, revenue and profitability
  • Key reports configured for planning, executing and forecasting
  • Planning building blocks
  • Skills management
  • Grid criteria screen details
  • Enhanced grid features
  • Overview of purpose of dashboard
  • Best practices
  • Mobile time sheet
  • Demo
  • Overview of billing process
  • Invoicing
  • Billed vs recognized revenue
  • New invoice import feature
  • Advantages for subcontractor time entry
  • Options for converting labor into A/P
  • Exporting time and importing A/P
  1. What can be imported and exported?
  2. What tools are available to help me?
  3. Creative solutions (creating filters)
  • How do roles work in Unanet
  • How are the access permission set for roles
  • Financial roles by job category
  • How to select report columns
  • How to share ADHOC reports
  • How to specify criteria to narrow the data returned by the report
  • Report overview
  • Navigating the report
  • Mastering the criteria
  • Best practice steps to perform before close
  • Period close functionality: month and year
  • Access to prewritten guides
  • How can Validation Stored Procedures help with enforcing my company’s specific rules for time and expense entry?
  • VSP examples and benefits – What are some ways in which Unanet’s clients are using Validation Stored Procedures, and how are these clients benefiting?
  • How do I go about defining what rules I would like to implement?
  • Track fixed assets within Unanet
  • Automate monthly depreciation JE
  • Efficiently manage credit card imports
  • Create shared report URL’s using dynamic criteria for push reporting
  • Create customized broadcast email reminders
  • Setup appropriate email reminder schedules
  • Why do we use Cost Pools?
  • What are Cost Pools?
  • How do we set them up and use them in Unanet?
  • Planning resources for Fixed Price, T&M and Cost Plus Projects
  • Report Analysis: Project Revenue & Funding Summary, Periodic Cost Summary & Status, Periodic Forecast
  • Adjusting Planned Resources
  • Why multiple cost report definitions
  • How to create meaningful cost reports using various tags
  • Popular examples
  • Options for managing HR data in UNANET
  • Useful Standard reports on HR metrics
  • Using Ad-hoc reports and Refreshable Web Queries to prepare HR Compliance filings
  • Understanding the capabilities
  • Maximize your output
  • Unanet’s learning options
  • Access to and navigating self-paced learning
  • Continue education credits
  • Setting up accrual plans
  • Associating people and projects
  • Reporting options