Unifier Training Project Budget Adjustment What is Unifier

Unifier Training Project Budget Adjustment

What is Unifier? Unifier is a web-based system for managing the flow of information in projects. Unifier lets you track and manage the complete project management life cycle; from new project requests, funding, budgeting, scheduling and contracting, through changes, document management, invoicing, closeout and archiving. Through Unifier, executives and project team members can better manage all data and business processes in one centralized system.

Introduction to Business Processes A Business Process (BP) in Unifier is: Form + Workflow

What is Project Budget Adjustment? Project Budget Adjustment is the BP used by the Managing PM to adjust the Budget decided on by the MOU. Adjusting the budget with this BP, means to readjust where the dollar amounts lie within the WBS structure; this does not mean adding or subtracting from the overall project budget (that stays the same). This is useful in determining how much of the budget you want to allocate to certain line items/WBS Codes.

How to Navigate Project Budget Adjustment • To Create a new Project Budget Adjustment BP Record: • Go to Financial Transactions > Budget underneath the Project Tab. • Then select Project Budget Adjustment • Next select “Create” to create a new PBA Record

Forms of Project Budget Adjustment Business Processes within Unifier can have two types of forms: -Upper Form -Detail Form The Upper Form is the form that is filled out general information within the Project Budget Adjustment BP. The Detail Form is the form where the actual readjusting of line item dollar amounts take place. This is where the main bulk of the work in this BP takes place. To get to this part of the form: • Click on “Standard” on the top left of the record

Forms of Project Budget Adjustment Clicking “Add” opens up the line item detail where you input the Budget dollar information.

Adding Comments Introduced with the newest version of Unifier, the Upper Form now has a second section. This section on the right lets you see the attachments, comments, and workflow progress if there is a workflow for the BP. To add a comment on a record: • Select “Comments” on the right part of the Upper Form • Type what you would like to leave as a comment in the Text Box • Click “Post” once you are satisfied with your comment

Adding Attachments Introduced with the newest version of Unifier, the Upper Form now has a second section. This section on the right lets you see the attachments, comments, and workflow progress if there is a workflow for the BP. To add an attachment on a record: • Select “Attachments” on the right part of the Upper Form • Click the “Paper. Clip” • Choose to select an attachment from the Unifier Document Manager or from your computer (Browse)

The Workflow This is the Workflow for Project Budget Adjustment. When creating a new record using this Business Process, it will follow this workflow. When the Record is moving through the workflow, any time it goes to the next step; whomever is in charge of that task will be notified that they have something waiting to review or work on. The diamond in the workflow is a conditional that will trigger if the PM moves dollars away from the contingency line.

Logs of Project Budget Adjustment Logs in unifier are a record, where specific Data Elements from the Action Form are captured and placed on a line. Each line equates to one Project Budget Adjustment Record. This allows for quick and easy access to locate which record you are looking for.

Demonstration – Review a Records in Unifier Repeat the following steps every time you review a record: 1. Orient Yourself in the workflow by examining the Task Details. Who sent the document? What am I being asked to do? 2. Review the Upper Form, Line Items, General Comments, and Attachments. 3. Accept the Task. 4. Update the record with data, General Comments, or Attachments. 5. Determine a Workflow Action and, if needed, a destination. 6. Send the Record to the next step.

FAQ’s Q: I know I have a task in Unifier but I lost the email. Where can I find the task? A: Log in to Unifier. A complete list of all tasks can be found under the Home tab. Select “Tasks” from the left-hand navigation bar. Q: I don’t see all my projects in the list on the Home tab. A: The home tab only displays projects on which you have tasks. Complete project lists can be found under the Projects Tab or Build it Back Tab. Q: Who do I contact for Unifier Support? A: If you need additional Unifier support contact Eddie Cardozo or Jonathan Kuehn.