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

www.unanet.comCopyright © 2011 Unanet Technologies

Copyright © 2011 Unanet Technologies

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

OR


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: [email protected]

Social Networking #28


Tip 27: Direct Communication to Unanet - Support

For customer support or questions, contact

[email protected]

At Unanet’s request, send your system ‘About’ page to [email protected] for

assistance.


mailto:[email protected]



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 [email protected]

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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