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    Manage Projects

    Deliver projects on time and on budget with Unanet

    Give your project teams the modern tools they need to plan and execute projects efficiently, making for happier staff, happier clients, and higher profits.

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    AE ERP project management tools for architecture and engineering firms. Project planning and execution tools in AE ERP for timely and budget-friendly delivery. Image of laptop showing Unanet's AE dashboard with a project template display called Million Dollar Project.

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    Benefits

    Modern and easy to use for everyone

    Get your project teams on board with an intuitive solution that everyone will adopt.

    • Get trustworthy, real-time project insights

      whenever you need them with powerful, pre-built reports, dashboards and notifications.

    • Free up your teams for more billable work

      with tools that make it fast and easy to manage projects and get administrative tasks done.

    • Minimize the risk of delays and overruns

      with proactive notifications that help you stay agile and take corrective action before issues impact your projects.

    • Achieve predictable project outcomes

      with user-friendly planning and monitoring tools that remove the frustration of using multiple spreadsheets and error-prone systems.

    Features

    Key things you can do with Unanet

    Free up more time for billable work and get predictable project outcomes with project management features built for AE firms that enable your team to do these things and more.

    • Create and manage project records

      with easy-to-build templates and a flexible work breakdown structure.

    • Plan and manage budgets and schedules

      with intuitive Gantt charts and real-time performance indicators.

    • Establish project-accounting controls and rates

      with comprehensive rate schedules and built-in guardrails for AE projects.

    • Monitor project performance and KPIs

      with real-time, interactive dashboards, indicators, and notifications.

    • Manage and track project activities

      efficiently using various features like Kanban-style card views with built-in time entry, interactive checklists, and automated Outlook notifications.

    • Review bills

      quickly and easily with our pre-built workflow. Approve bills or add comments and send them on their way with one click.

    • Track estimate-to-complete and earned value (EVM)

      using interactive charts that include performance indexes in context with metrics like ETC and EAC.

    • Process change orders easily

      with a simple, built-in approval workflow.
    Key features of project management and planning in AE ERP. Image of a laptop and tablet showing Unanet's AE dashboard. Gnatt chart displaying the
    Analytics & Reporting

    Key things you can see with Unanet

    Keep your projects on track with a host of pre-built, interactive dashboards, reports, and proactive notifications—all based on trusted real-time data.

    • Project profitability

    • Forecasted project revenue

    • Budgets and schedules vs. actuals

    • Unbilled

    • Project backlog

    • Project risk and overrun alerts

    Real-time insights and analytic dashboards in AE ERP. Image of a laptop showing Unanet's AE dashboard highlighting the
    Customer Success
    We saw a more than 100% increase in quarterly profit at one of our offices, and I can say with certainty that was a direct result of people trusting, then acting upon, the data and insights they are now getting from Unanet on job costing, break-even points, and other project KPIs. 
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    Time to cut through some noise

    Please provide me with a project status report for #Sailor's Bay Pier Renovation (FF).
    Please include key project metrics, a summary of project risk, and the three suggested next steps for making the project successful.

    Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

    Get results that
    Source Answers
    Spot Risks
    Surface Needs
    Give Full Picture

    Project Summary: Sailor's Bay

    Please provide me with a project status report for #Sailor's Bay Pier Renovation (FF).
    Please include key project metrics, a summary of project risk, and the three suggested next steps for making the project successful.

    Please use visuals for each section of the status. cards, charts, graphs (with trend lines), etc. are preferred.

    Summary table ( budget / actual / contract remaining )

    Budget (Total)↑↓
    Actual Cost (PTD)↑↓
    Budget Remaining (Cost)↑↓
    Budget Used %↑↓
    Contract Value↑↓
    $2,140,300 $117,594 $2,022,706 0.055 $1,070,150

    Risk summary (data-signal-based)

    • Billing risk: Elevated - WIP exists while billed is $0 in the last-6-full-month window (2025-07-01 to 2026-01-01).
    • Schedule / resourcing risk: Medium - sparse recent transactions suggests slowed execution or missing capture.
    • Financial risk: Watch - billed-to-effort > 1 can be normal for FF, but monitor against remaining contract.

    3 suggested next steps

    1. WIP clean-up + invoice push: validate WIP makeup and move eligible items to Ready-to-Bill / issue progress billing.
    2. Reconcile plan vs execution: confirm work is actually progressing and that recent costs/billing are flowing correctly.
    3. Refresh forecast (ETC/EAC): validate remaining scope and update assumptions.
    Posted billings to-date (as of 2020-11-30)
    $371.306
    Current WIP/unblled (as of 2020-11-30)
    -$157,484
    56.7%
    vs 2020-10-31
    Percent complete (effort/contract)
    5.7%
    2.0%
    Earned value available in table
    Gross Margin % to date (billed - cost) / Bill...
    63.1%
    -0.3%
    vs 2020-10-31 (percentage points)
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    Resources for AE

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