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8 1. Ctrl + Click OR Right Click on the menu/option to be opened in another internet tab. 2. Select Open in New Tab option. 3. The selected menu/option will be opened in a tab to the right of the Unanet instance already running. 8

9 1. Navigate to the specific help topic. 2. Right click on the help topic title (ex above is ing Reports ) 3. Select Copy Shortcut 4. The shortcut link to that help topic is now on your clipboard, you can paste into , or other programs. 9

10 Unanet Admin/ Properties/Time/Edit Settings: Display Task List on Project Popup ID: unatime.project_popup.display_tasks Default: false Description: When enabled, the project information popup on the timesheet (viewed when clicking the eyeglasses icon) will include a complete Task listing (for those projects that have tasks). Note that this is a complete task list, regardless of the users assignments to specific tasks. Should the active timesheet row have a task specified in the drop down list, that task will be highlighted in the popup task listing. 10

11 When disabled, the project information popup will not include the task listing section. Allows end user in TS to view assignment budget, actual charges, enter in an ETC and view the full WBS (if above property is set to TRUE) 10

12 shows project title and code (properties setting) mesheet_cells.htm 11

13 Ability to select multiple options in any search and report criteria screen 12

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15 Hover the cursor over the i next to reports or person roles for a brief description of each. 14

16 Use the quick links of back to Project List, People List, or (Report) Criteria instead of the Internet BACK key. 15

17 On some search screens (and in this example the Assignments Search ), when entering in a custom date, the fields may look grayed out if the date defaults to a predefined date of today. By clicking into the date field, user can enter a custom date. 16

18 Clicking Add/Next button SAVES current new entry and ADDS new entry. This appears on multiple admin setup areas. 17

19 Note that you can edit all or delete all tasks using the double pencil icon. 18

20 Edit all tasks and add fields/columns to edit from the search tab BEFORE clicking the double pencil icon. Allows to edit more information/fields at one time during the multiple task edit. 19

21 project.htm 20

22 er.htm ner.htm 21

23 e_assignments.htm 22

24 1. List all Project Assignments 2. Click + Assignment 3. Select/highlight all assignments on right hand side of screen 4. Click on the LEFT double blue arrow in middle of screen to move the assignments to the Available People area 5. Click SAVE 6. All assignments have been deleted 23

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30 Pushing saved reports and or charts onto dashboards via Save or Shared [config]. shboard_management.htm 29

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33 operty_files/text_properties.htm 32

34 vanced/deep_linking.htm 33

35 Messages to users can be placed on each dashboard via dashboard_message.properties file in \unanet\config. Messages can be configured specific to roles as well. Also can put a link on dashboards to an external website, internal SharePoint site, etc. operty_files/dashboard_message.properties.htm 34

36 1. Set reminder time period to previous period 2. Set Days to schedule everyday. 3. The reminder will run everyday for all users who have not submitted their timesheets for the previous time pd until they complete that submittal task t/property_files/dashboard_message.properties.htm 5. Another example of usage is listed on the PowerPoint slide. 35

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38 operty_files/menu_xml.htm 37

39 Set reminder minimum number of hours to 0 to track those who have not entered ANY time in for the previous day. Another Ex: set reminder min # of hrs to 8 to track those who did not enter in 8 hrs previous day. ers.htm 38

40 shboard_management.htm 39

41 Show Org Only in reporting filters All users that are currently associated with a particular Person Organization will be included in the multi-select box output. crit_project_-_list.htm 40

42 1. Ability to Rename Saved Reports (all users) 2. Ability to Rename Shared Reports for all users (admins only) htm 41

43 Smart way to Name Saved Reports/Shared Reports: Examples: 1. Number reports to line up in particular order/alpha, by category 2. Shown here numerical and by category - Then on Dashboards they are listed clearly and in the proper order you design/need 42

44 User Defined Fields are very useful and many times the answer to your quandaries! Tip is not only to create/display the different UDFs you create on various Unanet screens for collection of information/communication of that information to end users, but you can also REPORT on those UDFs in Ad Hoc Reporting! Powerful! er_defined_fields.htm 43

45 Ability to create Ad Hoc reports on Project Notes many uses! Risks, Issues, Project Status to name a few. Shown here is an ad hoc report on project notes including the Project Notes UDFs we created in previous slide. htm 44

46 Click on Report Column Header to Sort 45

47 System Property Setting to show users the full WBS in Timesheet view using Eyeglasses helpful in aiding user to select proper task to report time against especially if user is assigned to tasks which are similarly named. Unanet Admin/ Properties/Time/Edit Settings: Display Task List on Project Popup ID: unatime.project_popup.display_tasks Default: false Description: When enabled, the project information popup on the timesheet (viewed when clicking the eyeglasses icon) will include a complete Task listing (for those projects that have tasks). Note that this is a complete task list, regardless of the users assignments to specific tasks. Should the active timesheet row have a task specified in the drop down 46

48 list, that task will be highlighted in the popup task listing. When disabled, the project information popup will not include the task listing section. 46

49 Search Screens and Listing Results: - Selecting different options on SEARCH provides not only different data output but List Layouts, which can be saved and put on dashboards 47

50 Saving reports on any of the above 6 criteria (My Primary and Alternate Projects, My Primary Projects, All Projects I can see, and My Primary Approvees, My Primary and Alternate Approvees, and All People I can see) will create a dynamic output of results anytime the saved report is run by the user. If these reports are saved and SHARED, then dynamically the output is specified to the end user running the shared report. 48

51 Organization naming prefixes to perform report queries and searches ex: Myco_xxx USAGE: reports don t allow to select parent org this circumvents that limitation USAGE: Can put in myco and get all groups under the org name (ex: myco -helps report under hierarchical segments) 49

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53 Copy to Excel select relevant text, ctrl-c, open excel, ctrl-v or paste 51

54 Embedded Excel Commands (calculations, etc) are available to export into Excel from Unanet. expressions.htm 52

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56 e_wizards.htm 54

57 Setting up Expense Types, enter in a company policy/standard or instructions to show user in Expense Wizards. pense_types.htm 55

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