UNANETUNANET UNIVERSITYBLOGCAREERSSUPPORTPROFESSIONAL SERVICES WHITE

PAPERSLEADERSHIP

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth. CHAMPIONS CONFERENCE 2021 TO DELIVER VALUE-LADEN SESSIONS Keynote to feature Chief Engineer for NASA Mars mission DULLES, VA, March 26, 2021 — Registration for Champions Conference 2021 is now open. This year’s Unanet and Cosential user conference will take place virtually June 15-16, 2021 and will demonstrate how the two companies’ solutions are Built to Win. The user conference will be

the

FIXED ASSETS

Fixed Assets. Note: Fixed Asset functionality is for cloud customers only. Overview. The Fixed Asset (FA) pages allow users that manage fixed assets for their organization to add, edit, and track these assets and their associated financial transactions.

CONTRACT MANAGEMENT

Contract Viewers can only run contract reports for their organization. The Contract Manager is the representative from the owning organization who manages the contract. Contract Managers can create new contracts, associate contracts to other records, and end contracts. They can also run contract reports for their organization. CASH IS KING FOR GOVERNMENT CONTRACTORS: HOW TO ACCELERATE Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

PROJECT LIST

FEATURES BY LICENSE

Note: If the user is a subcontractor (see People Profile >> Roles), and they no longer have the subcontractor license (included with Financials licenses), they will not be able to add timesheets and expenses.Time and expense imports will not work either. The administrator will need to go to their Person Profile and click on the Save button (on any tab), which will remove the subcontractor role.

RESET PASSWORD

Resetting your Password. There are currently three methods available to have your password updated. Administrator (via Person Profile)-- If a user cannot remember their password, a Unanet Administrator or HR Administrator can navigate to the user's Person Profile >> Password tab and supply a new password for the user. The Administrator will need to communicate the new password to the user (via

ADMIN SETUP

Approvers Tab. The Approvers tab is used to add and remove approvers to this approval group.. Add Approvers. To associate an AP Manager as an approver for the current approval group, use the filter to populate the Available People list. Select one or many Available People and click on the right arrow button.. Note that in addition to adding an approver to an approval group, using the up and

FIXED PRICE BILLING

Project Billing including Fixed Price. Note: With the introduction of Billing Functionality with Unanet v9.4 - the information on this page may no longer be applicable. This page remains for those legacy implementations that may have used this type of approach. The great strength of Unanet is its real-time reporting capabilities such as with utilization and revenue estimates reported through UNANETUNANET UNIVERSITYBLOGCAREERSSUPPORTPROFESSIONAL SERVICES WHITE

PAPERSLEADERSHIP

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth. CHAMPIONS CONFERENCE 2021 TO DELIVER VALUE-LADEN SESSIONS Keynote to feature Chief Engineer for NASA Mars mission DULLES, VA, March 26, 2021 — Registration for Champions Conference 2021 is now open. This year’s Unanet and Cosential user conference will take place virtually June 15-16, 2021 and will demonstrate how the two companies’ solutions are Built to Win. The user conference will be

the

FIXED ASSETS

Fixed Assets. Note: Fixed Asset functionality is for cloud customers only. Overview. The Fixed Asset (FA) pages allow users that manage fixed assets for their organization to add, edit, and track these assets and their associated financial transactions.

CONTRACT MANAGEMENT

Contract Viewers can only run contract reports for their organization. The Contract Manager is the representative from the owning organization who manages the contract. Contract Managers can create new contracts, associate contracts to other records, and end contracts. They can also run contract reports for their organization. CASH IS KING FOR GOVERNMENT CONTRACTORS: HOW TO ACCELERATE Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

PROJECT LIST

FEATURES BY LICENSE

Note: If the user is a subcontractor (see People Profile >> Roles), and they no longer have the subcontractor license (included with Financials licenses), they will not be able to add timesheets and expenses.Time and expense imports will not work either. The administrator will need to go to their Person Profile and click on the Save button (on any tab), which will remove the subcontractor role.

RESET PASSWORD

Resetting your Password. There are currently three methods available to have your password updated. Administrator (via Person Profile)-- If a user cannot remember their password, a Unanet Administrator or HR Administrator can navigate to the user's Person Profile >> Password tab and supply a new password for the user. The Administrator will need to communicate the new password to the user (via

ADMIN SETUP

Approvers Tab. The Approvers tab is used to add and remove approvers to this approval group.. Add Approvers. To associate an AP Manager as an approver for the current approval group, use the filter to populate the Available People list. Select one or many Available People and click on the right arrow button.. Note that in addition to adding an approver to an approval group, using the up and

FIXED PRICE BILLING

Project Billing including Fixed Price. Note: With the introduction of Billing Functionality with Unanet v9.4 - the information on this page may no longer be applicable. This page remains for those legacy implementations that may have used this type of approach. The great strength of Unanet is its real-time reporting capabilities such as with utilization and revenue estimates reported through

CUSTOMER SUPPORT

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

FOR MARKETERS

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth. WHY WE CHOSE UNANET: SIERRA7 Part of our ongoing blog series detailing the reasoning behind a firm’s selection of Unanet’s ERP solution over other options. The firm: Sierra7 (sierra7.com) is a healthcare services and IT consulting firm that works with a variety of major federal and state government agencies including the Department of Veteran’s Affairs, Department of Defense and federal UNANET SIGNS MAJOR ERP AGREEMENT WITH HEALTHCARE GOVCON Firm expects Unanet’s ERP to improve month-end reporting, provide project insights DULLES, VA, June 7, 2021 — Unanet, the leading SaaS project-based Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) provider, today announced that Sierra7, a premier healthcare services and IT consulting firm that works with a variety of major federal and state THE IMPORTANCE OF DATA FOR PROJECT-BASED BUSINESSES Project-based organizations are built on and driven by data. Profit, cost, customer churn, pipeline, percent complete, win-loss rates—all of these and countless others are a vital part of the day-to-day. In order to make the important decisions that guide the business into the future, modern organizations need to harness and utilize data. It’s

not enough

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REPORTS DASHBOARD

Reports - Dashboard. The Reports Dashboard provides a number of navigational links, summary information, helpful tips and more. This listing includes both Reports and Charts.. Below is an example dashboard screen with a description of the various items that may be

included.

FEATURES BY LICENSE

Note: If the user is a subcontractor (see People Profile >> Roles), and they no longer have the subcontractor license (included with Financials licenses), they will not be able to add timesheets and expenses.Time and expense imports will not work either. The administrator will need to go to their Person Profile and click on the Save button (on any tab), which will remove the subcontractor role.

ADMIN SETUP

Admin - Setup. Prior to using the system, there are a number of underlying reference tables that may need to be setup. Roles. All menu items on this screen are available to users having the Administrator role.. All menu items are also available to users having the P&R Administrators role with a few exceptions (those entries noted with a P&R in the listing below). SETUP LABOR CATEGORIES Admin Setup - Labor Categories Overview. The concept of Labor Categories can be used in Unanet in a number of ways. The basic concept is to provide a means to classify certain types of work effort, however, the system has several additional labor category related configuration options. CHAMPIONS CONFERENCE 2021 TO DELIVER VALUE-LADEN SESSIONS Keynote to feature Chief Engineer for NASA Mars mission DULLES, VA, March 26, 2021 — Registration for Champions Conference 2021 is now open. This year’s Unanet and Cosential user conference will take place virtually June 15-16, 2021 and will demonstrate how the two companies’ solutions are Built to Win. The user conference will be

the

CUSTOMER SUPPORT

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

SETUP HOLIDAYS

Holiday Setup Steps. Configuring the automatic timesheet holiday feature will require several steps. Define Holiday Project-- Before setting up the holiday entries, you must first define the project to which the holiday time should be charged. This can be either a project or project/task and is established via the Add Project feature.. Setup List of Holidays-- Using this Admin >> Setup

HOME • UNANET

Redirecting to https://www.unanet.com/careers/ SETUP EMAIL MESSAGES This help page addresses the Email Messages email templates.. Email Messages can be customized for the following email message types:. Invoice Send - Customize the content of the email messages sent with emailed invoices. Specific templates can be identified at the project level via the Project >> Billing >> Invoice Setup >> Contacts tab. There is one default Invoice Send email template which

ADMIN SETUP

Approvers Tab. The Approvers tab is used to add and remove approvers to this approval group.. Add Approvers. To associate an AP Manager as an approver for the current approval group, use the filter to populate the Available People list. Select one or many Available People and click on the right arrow button.. Note that in addition to adding an approver to an approval group, using the up and

FIXED ASSETS

Fixed Assets. Note: Fixed Asset functionality is for cloud customers only. Overview. The Fixed Asset (FA) pages allow users that manage fixed assets for their organization to add, edit, and track these assets and their associated financial transactions. SETUP TIME AND EXPENSE APPROVAL GROUPS SETUP LABOR CATEGORIES Admin Setup - Labor Categories Overview. The concept of Labor Categories can be used in Unanet in a number of ways. The basic concept is to provide a means to classify certain types of work effort, however, the system has several additional labor category related configuration options. WORKING WITH SAVED REPORTS CHAMPIONS CONFERENCE 2021 TO DELIVER VALUE-LADEN SESSIONS Keynote to feature Chief Engineer for NASA Mars mission DULLES, VA, March 26, 2021 — Registration for Champions Conference 2021 is now open. This year’s Unanet and Cosential user conference will take place virtually June 15-16, 2021 and will demonstrate how the two companies’ solutions are Built to Win. The user conference will be

the

CUSTOMER SUPPORT

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

SETUP HOLIDAYS

Holiday Setup Steps. Configuring the automatic timesheet holiday feature will require several steps. Define Holiday Project-- Before setting up the holiday entries, you must first define the project to which the holiday time should be charged. This can be either a project or project/task and is established via the Add Project feature.. Setup List of Holidays-- Using this Admin >> Setup

HOME • UNANET

Redirecting to https://www.unanet.com/careers/ SETUP EMAIL MESSAGES This help page addresses the Email Messages email templates.. Email Messages can be customized for the following email message types:. Invoice Send - Customize the content of the email messages sent with emailed invoices. Specific templates can be identified at the project level via the Project >> Billing >> Invoice Setup >> Contacts tab. There is one default Invoice Send email template which

ADMIN SETUP

Approvers Tab. The Approvers tab is used to add and remove approvers to this approval group.. Add Approvers. To associate an AP Manager as an approver for the current approval group, use the filter to populate the Available People list. Select one or many Available People and click on the right arrow button.. Note that in addition to adding an approver to an approval group, using the up and

FIXED ASSETS

Fixed Assets. Note: Fixed Asset functionality is for cloud customers only. Overview. The Fixed Asset (FA) pages allow users that manage fixed assets for their organization to add, edit, and track these assets and their associated financial transactions. SETUP TIME AND EXPENSE APPROVAL GROUPS SETUP LABOR CATEGORIES Admin Setup - Labor Categories Overview. The concept of Labor Categories can be used in Unanet in a number of ways. The basic concept is to provide a means to classify certain types of work effort, however, the system has several additional labor category related configuration options. WORKING WITH SAVED REPORTS

UNANET

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

CUSTOMER SUPPORT

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

FOR MARKETERS

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth. WHY WE CHOSE UNANET: SIERRA7 Part of our ongoing blog series detailing the reasoning behind a firm’s selection of Unanet’s ERP solution over other options. The firm: Sierra7 (sierra7.com) is a healthcare services and IT consulting firm that works with a variety of major federal and state government agencies including the Department of Veteran’s Affairs, Department of Defense and federal

HOME • UNANET

Redirecting to https://www.unanet.com/careers/ THE IMPORTANCE OF DATA FOR PROJECT-BASED BUSINESSES Project-based organizations are built on and driven by data. Profit, cost, customer churn, pipeline, percent complete, win-loss rates—all of these and countless others are a vital part of the day-to-day. In order to make the important decisions that guide the business into the future, modern organizations need to harness and utilize data. It’s

not enough

UNANET SIGNS MAJOR ERP AGREEMENT WITH HEALTHCARE GOVCON Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

REPORTS DASHBOARD

Reports - Dashboard. The Reports Dashboard provides a number of navigational links, summary information, helpful tips and more. This listing includes both Reports and Charts.. Below is an example dashboard screen with a description of the various items that may be

included.

UNANET KNOWLEDGE CENTER HOME Unanet University provides short videos, self-paced eLearning modules, and instructor-led courses via our Learning Management System (LMS). We provide FAQs, job aids, and process documents in the Knowledge Center (KC). For more technical details, visit the Unanet Help docs which can be accessed from the upper right corner of your Unanet

PROJECT LIST

Add, Edit, View or Copy Projects. See List - Icon Controls for a description of the various icon controls on this screen (including the ( ) Save Criteria, Add (), Edit (), Copy ( ) controls).. The add project icon is available on several screens, including the project dashboard and project list screens.Users with the project manager role will have access to this functionality. CHAMPIONS CONFERENCE 2021 TO DELIVER VALUE-LADEN SESSIONS Keynote to feature Chief Engineer for NASA Mars mission DULLES, VA, March 26, 2021 — Registration for Champions Conference 2021 is now open. This year’s Unanet and Cosential user conference will take place virtually June 15-16, 2021 and will demonstrate how the two companies’ solutions are Built to Win. The user conference will be

the

CUSTOMER SUPPORT

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

SETUP HOLIDAYS

Holiday Setup Steps. Configuring the automatic timesheet holiday feature will require several steps. Define Holiday Project-- Before setting up the holiday entries, you must first define the project to which the holiday time should be charged. This can be either a project or project/task and is established via the Add Project feature.. Setup List of Holidays-- Using this Admin >> Setup

HOME • UNANET

Redirecting to https://www.unanet.com/careers/ SETUP EMAIL MESSAGES This help page addresses the Email Messages email templates.. Email Messages can be customized for the following email message types:. Invoice Send - Customize the content of the email messages sent with emailed invoices. Specific templates can be identified at the project level via the Project >> Billing >> Invoice Setup >> Contacts tab. There is one default Invoice Send email template which

ADMIN SETUP

Approvers Tab. The Approvers tab is used to add and remove approvers to this approval group.. Add Approvers. To associate an AP Manager as an approver for the current approval group, use the filter to populate the Available People list. Select one or many Available People and click on the right arrow button.. Note that in addition to adding an approver to an approval group, using the up and

FIXED ASSETS

Fixed Assets. Note: Fixed Asset functionality is for cloud customers only. Overview. The Fixed Asset (FA) pages allow users that manage fixed assets for their organization to add, edit, and track these assets and their associated financial transactions. SETUP TIME AND EXPENSE APPROVAL GROUPS SETUP LABOR CATEGORIES Admin Setup - Labor Categories Overview. The concept of Labor Categories can be used in Unanet in a number of ways. The basic concept is to provide a means to classify certain types of work effort, however, the system has several additional labor category related configuration options. WORKING WITH SAVED REPORTS CHAMPIONS CONFERENCE 2021 TO DELIVER VALUE-LADEN SESSIONS Keynote to feature Chief Engineer for NASA Mars mission DULLES, VA, March 26, 2021 — Registration for Champions Conference 2021 is now open. This year’s Unanet and Cosential user conference will take place virtually June 15-16, 2021 and will demonstrate how the two companies’ solutions are Built to Win. The user conference will be

the

CUSTOMER SUPPORT

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

SETUP HOLIDAYS

Holiday Setup Steps. Configuring the automatic timesheet holiday feature will require several steps. Define Holiday Project-- Before setting up the holiday entries, you must first define the project to which the holiday time should be charged. This can be either a project or project/task and is established via the Add Project feature.. Setup List of Holidays-- Using this Admin >> Setup

HOME • UNANET

Redirecting to https://www.unanet.com/careers/ SETUP EMAIL MESSAGES This help page addresses the Email Messages email templates.. Email Messages can be customized for the following email message types:. Invoice Send - Customize the content of the email messages sent with emailed invoices. Specific templates can be identified at the project level via the Project >> Billing >> Invoice Setup >> Contacts tab. There is one default Invoice Send email template which

ADMIN SETUP

Approvers Tab. The Approvers tab is used to add and remove approvers to this approval group.. Add Approvers. To associate an AP Manager as an approver for the current approval group, use the filter to populate the Available People list. Select one or many Available People and click on the right arrow button.. Note that in addition to adding an approver to an approval group, using the up and

FIXED ASSETS

Fixed Assets. Note: Fixed Asset functionality is for cloud customers only. Overview. The Fixed Asset (FA) pages allow users that manage fixed assets for their organization to add, edit, and track these assets and their associated financial transactions. SETUP TIME AND EXPENSE APPROVAL GROUPS SETUP LABOR CATEGORIES Admin Setup - Labor Categories Overview. The concept of Labor Categories can be used in Unanet in a number of ways. The basic concept is to provide a means to classify certain types of work effort, however, the system has several additional labor category related configuration options. WORKING WITH SAVED REPORTS

UNANET

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

CUSTOMER SUPPORT

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

FOR MARKETERS

Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

HOME • UNANET

Redirecting to https://www.unanet.com/careers/ WHY WE CHOSE UNANET: SIERRA7 Part of our ongoing blog series detailing the reasoning behind a firm’s selection of Unanet’s ERP solution over other options. The firm: Sierra7 (sierra7.com) is a healthcare services and IT consulting firm that works with a variety of major federal and state government agencies including the Department of Veteran’s Affairs, Department of Defense and federal UNANET SIGNS MAJOR ERP AGREEMENT WITH HEALTHCARE GOVCON Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth. UNANET KNOWLEDGE CENTER HOME Unanet University provides short videos, self-paced eLearning modules, and instructor-led courses via our Learning Management System (LMS). We provide FAQs, job aids, and process documents in the Knowledge Center (KC). For more technical details, visit the Unanet Help docs which can be accessed from the upper right corner of your Unanet UNANET’S NEW CRM FOR GOVCON TECHNOLOGY ENABLES COMPLETE Unanet is a leading provider of ERP and CRM solutions purpose-built for Government Contractors, AEC, and Professional Services. More than 3,100 project-driven organizations depend on Unanet to turn their information into actionable insights, drive better decision-making, and accelerate business growth.

REPORTS DASHBOARD

Reports - Dashboard. The Reports Dashboard provides a number of navigational links, summary information, helpful tips and more. This listing includes both Reports and Charts.. Below is an example dashboard screen with a description of the various items that may be

included.

THE IMPORTANCE OF DATA FOR PROJECT-BASED BUSINESSES Project-based organizations are built on and driven by data. Profit, cost, customer churn, pipeline, percent complete, win-loss rates—all of these and countless others are a vital part of the day-to-day. In order to make the important decisions that guide the business into the future, modern organizations need to harness and utilize data. It’s

not enough

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THE GOVCON BENCHMARKING REPORT See How You Stack Up in the Industry THE BURDEN OF LEGACY SYSTEMS A Story of Business Transformation

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Unanet Lets You Focus On What Truly Matters THE ONE SOFTWARE FOR PROJECTS, PEOPLE, AND FINANCIALS Unanet is purpose-built for project-driven organizations to provide resource management , budgeting & forecasting , project management

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Implementing an organization-wide system for managing time, expense, projects, people and financials presents challenges that should not be underestimated. It requires knowledge and understanding of both the business aspects of the departments affected as well as the best methodology to plan, configure, and deploy the system. Learn About Our Methodology PERFECT PROJECT MANAGEMENT Unanet Project Management software can support your organization with centralized project management capabilities and resource scheduling. Unanet offers outstanding reporting with a wide range of detailed and summary reports available including graphical dashboards, earned value, and project costing to see true project costs. See What Unanet Can Do For You ACCELERATE THE PACE OF CHANGE Adopting Unanet enables you to achieve your business objectives and invites a culture of lean and self-management. UNANET – CLOUD ERP PURPOSE-BUILT FOR PROJECT-DRIVEN ORGANIZATIONS Affordable, Low Total Cost of Ownership, High Value Software Totally Integrated, Accessing One Database A Single Source of Truth for Projects Real Time Visibility and Visual Insight Supports DCAA Compliance DISCOVER ALL THE BENEFITS OF UNANET TRANSFORM YOUR BUSINESS Unanet’s One Software for Projects, People, and Financials helps optimize your project-driven business by providing a single source of truth – Resource Scheduling & Skills Management, Budgeting & Planning, Timesheets, Expense Reports, Billing & Revenue Recognition, Real-Time Analytics and Dashboards, Integrated Financials. TEST-DRIVE UNANET - ONE SOFTWARE FOR PROJECTS, PEOPLE, AND FINANCIALS ACCESS THE ONLINE DEMO

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