| Unanet 3.2 -- New Features and Functions
February 2001
Purely web-based and vendor-independent, Unanet is a unique set of IT management tools for enhancing the business productivity of today's workforce, which is often dispersed, high-tech, and has an insatiable appetite for information. Unanet customers include ASP's, Portals, software vendors, consulting organizations, government contractors, high technology companies, health organizations, internal IT organizations, and sales organizations. Unanet is a leader in server-side Java applications for the Internet.
By leveraging the Web, Unanet products increase revenues, decrease costs, speed business, and enhance overall quality. Unanet's best-of-breed timesheet (UnaTime) and project tracking (UnaPulse) are proven software in production for over three years. Additional products included in the Unanet Suite are Una$ense for expense reporting and UnaTouch for project contact management, collaboration and knowledge management.
Unanet Release 3.2 continues to increase the value proposition in web-based front office tools. This notice highlights the major enhancements in Release 3.2 ready for production release on February 15, 2001. The major enhancements center around greatly improving the imports to and exports from Unanet, a number of Expense entry modifications, and elevating the project notes capability from one project to across all projects. With these major enhancements, Unanet customers will more easily integrate Unanet’s best-of-breed advantages into overall business systems.
Before we describe the new Unanet 3.2 enhancements, we want to remind you about the ability to send Unanet reports and the robust security that Unanet provides for accessing data by manager or project manager.
Send reports in Unanet via email:
· Three different methods allow you to easily send reports produced by Unanet via email.
e-mail help
Security in Unanet:
Access to functionality and data within Unanet can be controlled via a number of standard features, including user roles, project access restrictions and additional system property settings.
Release 3.2 Enhancements for the Unanet Administrator:
· Create an export file for practically any input requirement for a
target application!! This powerful capability can export organization,
project, person, time and expense data. An Administrator can easily
create custom templates for recurring exports. The number of fields
that can be exported is greatly increased. You can include standard
Unanet database fields or create customized fields as well, including
concatenated fields, plugging in standard/constant values, summing
fields, etc. Unanet also provides, at a nominal cost, standard
templates for specific applications such as Great Plains, Solomon,
Navision, Deltek’s System 1, Deltek’s Costpoint for example. Example:
Create and save a template to export time information, including
details about the Project Organization, Person Organization and Person,
in a customized layout for your downstream system.
· Import and manage electronic American Express Card expense items. This new functionality enables you to load the Amex Credit Card transaction file into a staging area for users to pull their own expense line item details. Example: reduce the time necessary to audit expense line items that are transferred from the Amex electronic file.
· Import and designate custom names for user defined fields for the Project Import and the Person Import. Often, you want to include additional fields for your organization. Now you can include these fields and have them appear on the user interface. Example: Import additional fields containing Project information. Display these new editable fields on the Project screen for you Project Managers. Include these new custom fields on exports using the enhanced Exporting capabilities.
· Add important policies to the wizards. By specifying the description clearly you can communicate to Una$ense users the policies by which they need to report. These messages can be displayed on all Wizards, and/or, you can display a distinct message on individual Wizards. Example: you have just changed the per diem from $30.00 to $35.00 and communicate this in a system-wide message
· For the time populate feature, a new button “Complete” and default project and task make the administrator’s task simpler. Unanet can now store a default project and task for each person, which can be used in conjunction with the Time Populate functionality. Example: Import default projects and tasks for all exempt people. Run the time populate and press the complete button. Time is now entered for these exempt people – and set directly to a status of Complete!
Release 3.2 NEW Viewer Role:
View timesheet status of people in your organization. The "viewer" does not need to have approval responsibility for these people. For example, organizational administrators for each organization are responsible for ensuring timesheets are submitted and approved. Full administrator capability is not needed by these people. The timesheet status report is located under the Reports menu. Example: the organizational administrator views the timesheet status report to determine if all people in their organization (one organization code) have completed timesheets for the timesheet period. If not, the organizational administrator sends e-mails to these people through the timesheet status report.
View organization time report of people in your organization. The "viewer" does not need to have approval responsibility for these people. The report is located under the Reports menu. Example: A manager wants to view time reported by people in the organization (one organization) to see how they are spending hours against charge codes.
Release 3.2 Enhancements for the UnaTime User:
· Optionally e-mail a project note to team members assigned to the project. Example: create a project note of type “major issue” and select to have it e-mailed to all team members.
· Search across projects for project notes. Example: search for all project note types of “customer requests - open” on all projects.
· Print a timesheet with customized information for your organization in the lower section. Example: print a timesheet with signature lines and terms.
Release 3.2 Enhancements for the Una$ense User:
· Select electronic American Express expense items from your personalized list for transfer into your expense report. Example: select the airline charges for automatic import into your expense report without keying from a paper receipt.
· Prepare more accurate expense reports by reading your organization’s expense policies through the Expense Type description and/or a system wide message at the top of every wizard. Example: note that air travel can only be coach.
· Enter expenses for a company car. This new Una$ense wizard enables accurate recording of company car expenses. Example: enter the mileage for personal use and company use for automatic calculation of expenses.
· Ensure acceptance of entertainment expenses. Example: field for people indicating the name AND the title to be entered.
· Enter VAT (Value Added Taxes). This will enable companies to identify amounts for reclaim from the foreign governments. Example: entering Canadian GST tax amounts enables collection of this information for reclaim.
Release 3.2 Enhancements for the UnaPulse Project Manager:
· Set the security rules for access to project notes. The project manager sets the business rules for this security as a combination of the “restrict view” rule and assignment of people and/or organizations to a project. Example: only people assigned to a “restricted” project will see any project notes associated with the project.
· View the entire timesheet, not just the project time, when this option is set in the properties file for the entire organization. Example: organizations may want a project manager to see other work by individuals on the project team.
Release 3.2 Enhancements for the Unanet Manager and Administrator:
· Sharpen focus on the status of timesheets. The timesheet status report can now be produced by status (missing, in use, etc.) using new selection criteria. The “missing” status now appears in the report. Example: run the timesheet status report to find only those individuals with a “missing” timesheet.
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