Labor Budgeting and Forecasting in Unanet

Course Title: Labor Budgeting and Forecasting in Unanet


Description:

This course offers an in-depth look into how Unanet enables effective labor resource requesting, planning, assigning and tracking of your resources.   This course offers a complete review of all functionality provided to the roles of Resource Requestor, Resource Planner, and Resource Assigner, heretofore known as Resource Managers. This one-day, instructor lead course offered at Unanet Headquarters will provide new and existing Resource Managers with the knowledge to request, plan and assign resources in the system, as well as obtain visibility of current commitments, utilization, future availability, and skills through graphical and periodic reporting.  Hands-on exercises will assist the attendees in developing a best practice scenario for using the flexible Unanet functionality to meet the needs of their organization.  Focus will be made on multiple ways to create requests, plans, and assignments, and multiple practical methods of using these functions together in concert.

Target Audience:

  • Customers utilizing the Project Portfolio licensed module or interested in implementing the Project Portfolio license module.
  • Existing Resource Managers requiring system refresher and new functionality training
  • New Resource Managers with existing Unanet user knowledge requiring system overview and training.
  • Project Managers interested in potential functionality of Resource Management in Unanet.
  • Administrators interested in how Resource Manager-type roles could benefit their organization.

CPE Credits: 7
Delivery Method: Group/Live
Program Level: Intermediate
Cost: $800
Availability: 8 students

Course Syllabus:
  • Resource Management functionality overview
Overview of concepts of Requests, Plans and Assignments
Three Resource roles
How the roles can work in multiple workflow scenarios
Plan sets and best-practice use
Access to information is controlled through Unanet Organizational Access.
Overview of the Forecast dashboard
 
  • Resources
Resource Users
Skill Sets
Labor Categories and other categories of resources

  • Plans and Planners
Best Practices for Resource Budgeting and scheduling 

Matrix tool for planning people

Reporting on plans and employee allocation
Mastering Multiple plan sets

  • Requests and Requestors
Labor Requesting work-flow
Request statuses
Request management

  • Assignments and Assigners
People assignments – multiple methods of creating assignments
Best Practices for Assignments and authorization to charge to projects and tasks
Reporting on Assignments
 
  •  Multiple possible interactions of the Requestor/Planner/Assigner functionality
  • Unanet Standard Reporting
Resource Load
Plan set comparisons
Headcount
Availability forecasting
 
Prerequisites: attend live Customer Account Management Webinar: Resource Management in Unanet.
Note: General knowledge of the use of Unanet through the role of Project Lead or Project Manager will be beneficial in this class.
 
How to Register
Email uuregistrar@unanet.com with any questions.