unanet’s top 50 tips and tricks! customer meeting may 6, 2011 vickie vo, pmp consultant,...

Unanet’s Top 50 Tips and Tricks!

Customer Meeting

May 6, 2011

Vickie Vo, PMP

Consultant, Professional Services

Top 50 Tips and TricksUNANET GPS

SOCIAL NETWORKING – UNANET STYLE

THE DISCOVERY ZONE

SHOW ME THE MONEY

FAIR TRADE ACT

BECOME A UNANET GENIUS

Top 50 Tips and Tricks

UNANET GPS

Unanet GPS #50Tip 50: View who is logged into the current session of Unanet in the blue

“Licensed For” bar at the bottom of any screen

Unanet GPS #49Tip 49: Use of Quick Links on Home Dashboard

Unanet GPS #48

Tip 48: ‘Edit Last Project’ and ‘Edit Last Person’ Quick Links from Project/People Dashboards

Unanet GPS #47

Tip 47: Double Click a Row to Edit/Open = Clicking the ‘Edit Pencil’ Icon

Unanet GPS #46

Tip 46: Control Click or Right Click to Open New Internet Tab

Ctrl + ClickOR

Right Click

Unanet GPS #45Tip 45: Links to Help Topic URLs

Unanet GPS #44Tip 44: Eyeglasses in Timesheet Row

Unanet GPS #43Tip 43: Hover on Timesheet Row

Unanet GPS #42Tip 42: Multiple Option Selections

Shift + Click

Ctrl + Click

Unanet GPS #41Tip 41: Searching With Wildcards and Commas

Wildcards: Percent sign (%) = matches

any # of chars

Percent sign + chars (ex: %project)

Underscore (__) (ex: A_Z)

Commas: c, t = include all items that

begin with letters ‘c’ and ‘t’

Unanet GPS #40Tip 40: Icons - Report Description and Role Description

Unanet GPS #39Tip 39: “Back to” Criteria

Unanet GPS #38Tip 38: Grayed Out Cells – Ability to Enter Data for Custom Dates

Unanet GPS #37Tip 37: ‘Add Next’ when entering more than one record

Unanet GPS #36Tip 36: Multiple Task Edit ‘Vanilla Flavor’

Unanet GPS#35Tip 35: Multiple Task Edit ‘Neapolitan Flavor’ = Using Search Criteria

Unanet GPS #34Tip 34: Copy Project

Unanet GPS #33Tip 33: Double Click a Row/Column in Grid Planner to Mass Populate cells

Double clicking on the ‘Person’ text in the Plan with Grid will populate

all the rows in an individual project grid too. Similarly you can click on

either Project or Person label in the Forecast Grid.

Unanet GPS #32Tip 32: Show Actuals When Listing Assignments

Unanet GPS #31Tip 31: Delete All Project Assignments

Unanet GPS #30Tip 30: Use of ‘Parent Orgs’ for Organizational Access

Unanet GPS #29Tip 29: AutoFill Timesheet

SOCIAL NETWORKING UNANET STYLE

Tip 28: Direct Communication to Unanet - Requests

Enhancement suggestions, send to: Suggestions@unanet.com

Social Networking #28

Tip 27: Direct Communication to Unanet - Support

For customer support or questions, contact

support@unanet.com

At Unanet’s request, send your system ‘About’ page to support@unanet.com for

assistance.

Tip 26: Placing Saved Reports/Charts on Dashboards

Tip 25: Saved Lists

Tip 24: Project Performance Alerts

Use Alerts to avoid having

to run reports every day to

monitor actual vs. budget.

Tip 23: Add Custom Text to Timesheets

Text.properties file

Tip 22: Deep Linking

Email Reminders or Notifications: • Insert the Unanet URL/Place a link to the ‘Current Timesheet’

Broadcast Messages: • Instruct users to “push” certain reports including the report link

Tip 21: Dashboard Messages

dashboard_message.properties

Tip 20: Daily Email Reminders

1. Delinquent Employees get email reminder at 5:00 pm if they haven’t put in time for today

2. Delinquent Employees get email reminder the next day at 9:30 am, saying that their managers will be pinged in 1 hour if the employee doesn’t fill in timesheet.

3. Managers of Delinquent Employees get a reminder listing all their delinquents from the previous day at 10:30 am

THE DISCOVERY ZONE

Tip 19: Hiding Menu Options

Menu.xml Remove Menu Items

Remove Access by Role Remove Add Options

The Discovery Zone #19

Tip 18: Track Users Time Daily

Tip 17: Reordering Dashboard Layouts

Tip 16: Report Filtering

Tip 15: Renaming Reports

Tip 14: Report Naming Convention

Tip 13: User Defined Fields in Ad Hoc Reporting

Tip 12: Ad-Hoc Reporting on Project Notes

Tip 11: Sorting Ad Hoc Report Column Headers

Tip 10: Show WBS in Timesheet View

Tip 9: List Capabilities

Tip 8: Saving Reports: ‘My Primary Projects’ and ‘My Primary Approvees’

Tip 7: Organizational Naming Convention for Easier Searching

FAIR TRADE ACT

Tip 6: Copying Data to Excel

Fair Trade Act #6

Tip 5: Exporting Data Including Imbedded Excel Commands

Fair Trade Act #5

SHOW ME THE MONEY!

Tip 4: Unallowable Expense Type

Show Me The Money - #4

Tip 3: Expense Type Description

Show Me The Money #3

BECOMING A UNANET GENIUS

Tip 2: Customer Resources

Unanet Genius #2

Upcoming Course Schedule: 6/13/11: Administrator Training

6/14 – 6/15/11: Billing, Invoicing, and Revenue

8/9/11: Resource Planning

Unanet Users Group

Follow Unanet on Twitter at http://twitter.com/unanettech

CUSTOMER ACCOUNT MANAGEMENTCAM@unanet.com

703.689.9805 or 703.689.9440

Tip 1: Webinar Series

Attend a Unanet Customer Web Seminar!

Learn How Unanet can help: Forecast budgets

Help managers watch work in progress

Optimize resources Improve compliance Boost profitability

Unanet Genius #1

APPLAUSE!

unanet’s top 50 tips and tricks! customer meeting may 6, 2011 vickie vo, pmp consultant,...

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