Unanet’s Top 50 Tips and Tricks! Customer Meeting May 6, 2011 Vickie Vo, PMP Consultant, Professional Services Copyright © 2011 Unanet Technologies

Top 50 Tips and Tricks UNANET GPS SOCIAL NETWORKING – UNANET STYLE THE DISCOVERY ZONE SHOW ME THE MONEY FAIR TRADE ACT BECOME A UNANET GENIUS

Copyright © 2011 Unanet Technologies Top 50 Tips and Tricks UNANET GPS

Copyright © 2011 Unanet Technologies Unanet GPS #50

Copyright © 2011 Unanet Technologies Unanet GPS #49 Tip 49: Use of Quick Links on Home Dashboard

Copyright © 2011 Unanet Technologies Unanet GPS #48 Tip 48: ‘Edit Last Project’ and ‘Edit Last Person’ Quick Links from Project/People Dashboards

Copyright © 2011 Unanet Technologies Unanet GPS #47 Tip 47: Double Click a Row to Edit/Open = Clicking the ‘Edit Pencil’ Icon OR

Copyright © 2011 Unanet Technologies Unanet GPS #46 Tip 46: Control Click or Right Click to Open New Internet Tab Ctrl + Click OR Right Click

Copyright © 2011 Unanet Technologies Unanet GPS #45 Tip 45: Links to Help Topic URLs

Copyright © 2011 Unanet Technologies Unanet GPS #44 Tip 44: Eyeglasses in Timesheet Row

Copyright © 2011 Unanet Technologies Unanet GPS #43 Tip 43: Hover on Timesheet Row

Copyright © 2011 Unanet Technologies Unanet GPS #42 Tip 42: Multiple Option Selections Shift + Click Ctrl + Click

Copyright © 2011 Unanet Technologies Unanet GPS #41 Tip 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’

Copyright © 2011 Unanet Technologies Unanet GPS #40 Tip 40: Icons - Report Description and Role Description

Copyright © 2011 Unanet Technologies Unanet GPS #39 Tip 39: “Back to” Criteria

Copyright © 2011 Unanet Technologies Unanet GPS #38 Tip 38: Grayed Out Cells – Ability to Enter Data for Custom Dates

Copyright © 2011 Unanet Technologies Unanet GPS #37 Tip 37: ‘Add Next’ when entering more than one record

Copyright © 2011 Unanet Technologies Unanet GPS #36 Tip 36: Multiple Task Edit ‘Vanilla Flavor’

Copyright © 2011 Unanet Technologies Unanet GPS#35 Tip 35: Multiple Task Edit ‘Neapolitan Flavor’ = Using Search Criteria

Copyright © 2011 Unanet Technologies Unanet GPS #34 Tip 34: Copy Project

Copyright © 2011 Unanet Technologies Unanet GPS #33 Tip 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.

Copyright © 2011 Unanet Technologies Unanet GPS #32 Tip 32: Show Actuals When Listing Assignments

Copyright © 2011 Unanet Technologies Unanet GPS #31 Tip 31: Delete All Project Assignments

Copyright © 2011 Unanet Technologies Unanet GPS #30 Tip 30: Use of ‘Parent Orgs’ for Organizational Access

Copyright © 2011 Unanet Technologies Unanet GPS #29 Tip 29: AutoFill Timesheet

Copyright © 2011 Unanet Technologies Top 50 Tips and Tricks SOCIAL NETWORKING UNANET STYLE

Copyright © 2011 Unanet Technologies Tip 28: Direct Communication to Unanet - Requests Enhancement suggestions, send to: Social Networking #28

Copyright © 2011 Unanet Technologies Tip 27: Direct Communication to Unanet - Support For customer support or questions, contact At Unanet’s request, send your system ‘About’ page to for assistance. Social Networking #27

Copyright © 2011 Unanet Technologies Tip 26: Placing Saved Reports/Charts on Dashboards Social Networking #26

Copyright © 2011 Unanet Technologies Tip 25: Saved Lists Social Networking #25

Copyright © 2011 Unanet Technologies Tip 24: Project Performance Alerts Social Networking #24 Use Alerts to avoid having to run reports every day to monitor actual vs. budget.

Copyright © 2011 Unanet Technologies Tip 23: Add Custom Text to Timesheets Social Networking #23 Text.properties file

Copyright © 2011 Unanet Technologies Tip 22: Deep Linking 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 Social Networking #22

Copyright © 2011 Unanet Technologies Tip 21: Dashboard Messages Social Networking #21 dashboard_message.properties

Copyright © 2011 Unanet Technologies Tip 20: Daily Reminders Social Networking #20 1.Delinquent Employees get reminder at 5:00 pm if they haven’t put in time for today 2.Delinquent Employees get 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

Copyright © 2011 Unanet Technologies Top 50 Tips and Tricks THE DISCOVERY ZONE

Copyright © 2011 Unanet Technologies Tip 19: Hiding Menu Options Menu.xml Remove Menu Items Remove Access by Role Remove Add Options The Discovery Zone #19

Copyright © 2011 Unanet Technologies Tip 18: Track Users Time Daily The Discovery Zone #18

Copyright © 2011 Unanet Technologies Tip 17: Reordering Dashboard Layouts The Discovery Zone #17

Copyright © 2011 Unanet Technologies Tip 16: Report Filtering The Discovery Zone #16

Copyright © 2011 Unanet Technologies Tip 15: Renaming Reports The Discovery Zone #15

Copyright © 2011 Unanet Technologies Tip 14: Report Naming Convention The Discovery Zone #14

Copyright © 2011 Unanet Technologies Tip 13: User Defined Fields in Ad Hoc Reporting The Discovery Zone #13

Copyright © 2011 Unanet Technologies Tip 12: Ad-Hoc Reporting on Project Notes The Discovery Zone #12

Copyright © 2011 Unanet Technologies Tip 11: Sorting Ad Hoc Report Column Headers The Discovery Zone #11

Copyright © 2011 Unanet Technologies Tip 10: Show WBS in Timesheet View The Discovery Zone #10

Copyright © 2011 Unanet Technologies Tip 9: List Capabilities The Discovery Zone #9

Copyright © 2011 Unanet Technologies Tip 8: Saving Reports: ‘My Primary Projects’ and ‘My Primary Approvees’ The Discovery Zone #8

Copyright © 2011 Unanet Technologies Tip 7: Organizational Naming Convention for Easier Searching The Discovery Zone #7

Copyright © 2011 Unanet Technologies Top 50 Tips and Tricks FAIR TRADE ACT

Copyright © 2011 Unanet Technologies Tip 6: Copying Data to Excel Fair Trade Act #6

Copyright © 2011 Unanet Technologies Tip 5: Exporting Data Including Imbedded Excel Commands Fair Trade Act #5

Copyright © 2011 Unanet Technologies Top 50 Tips and Tricks SHOW ME THE MONEY!

Copyright © 2011 Unanet Technologies Tip 4: Unallowable Expense Type Show Me The Money - #4

Copyright © 2011 Unanet Technologies Tip 3: Expense Type Description Show Me The Money #3

Copyright © 2011 Unanet Technologies Top 50 Tips and Tricks BECOMING A UNANET GENIUS

Copyright © 2011 Unanet Technologies 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 CUSTOMER ACCOUNT MANAGEMENT or

Copyright © 2011 Unanet Technologies 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

Copyright © 2011 Unanet Technologies APPLAUSE!