Project Management using Unanet

Project Management Features

• Enable all projects and project data to be viewed from one source in real time by anyone with the right security access

• Integrate with other systems - imports/exports

• Capture transactional data - hours and expenses

• Integrate budgeted, planned, and actual work

• Maintain project portfolio

• Measure performance at many levels in many dimensions

Project Management Overview

• Three Main Objectives

• • Performance

  • Schedule

  • Cost

• Project Definition: Process to achieve the three main objectives for both Products and Services

• Three Main Functions

• • Plan

  • Implement

  • Control

• Constrained Resources

• • People

  • Money

  • Equipment

  • Facilities

  • Materials

  • IT

• Work-flow Automation is key to process improvement

Unanet Project Process

Project Plan

• List current projects for view by client, type, status, etc.

• List monetary performance of projects

• Review qualitative performance through comments and project notes

• Establish new projects in Unanet with a status that reflects pending or opportunity

• Determine the project manager, approvers and customer approval process and additional rules

• Determine the start and end dates, labor hours, labor dollars and expense dollars

• Update Skills for users

• Users can plan people or labor category types by skills to build the project budget

Create Tasks (Work Breakdown Structure)

• Create tasks in the Unanet Project, copy them from another Unanet Project, import them from MS Project or other project systems

• Enter budget amounts for labor hours, labor dollars and expense dollars

• Enter original start and end dates and output (deliverables)  

Plan Work

• Select resources to work on a project by availability and skills

• Plan resources at the project or task level with dates, labor categories, costs and location

Initiate the Project

• Determine the Unanet project notes data types and processes for entering qualitative data; examples of this data include:

• • "Work Orders - Started", "Work Orders - Completed"  

  • "Requests - Open", "Requests - Closed"

  • "Lessons Learned"

  • "SOW's (Statements of Work)"

  • "Status Reports"

  • "Customer Courtesy Calls"

• Assign users to project or task from the planned work or directly from within the project

• Change Project Status to one that reflects Active

Track Project Information

• Collect and approve time with appropriate comments

• Collect and approve expense entries with comments

• Collect qualitative data in Project Notes

• Update task data with % completion, completion date, active/inactive status, and any revised start and end dates

Monitor and Control

• Users  and Project Managers view work in progress and the deliverable status

• Project Managers can use the following reports to:

• • Project Assignment Reports -- Ensure the project is fully planned and assigned and adjust as team members may not be available as planned

  • Project Status Report -- Obtain an early indicator on performance

  • Project Time / Expense Detail Reports -- Check that team members are reporting hours, expenses and other project information in a timely manner

  • Performance Report -- Review project actual to budget and margin

  • Project Time Detail Report -- Analyze the comments to see how the work is done

  • Project Notes Search -- Check for open issues or customer requests

• Many additional reports are available to the Project Manager

Project Termination and Audit

• Finalize dates, % complete and deliverables

• Perform Audit

• Document lessons learned in Project Notes