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UNANET FOR PROFESSIONAL SERVICES

Managing Projects Made Easy

Ease Project Management with Operational Insight & Control

 

As a professional services organization, your business depends on your visibility into engagements and projects. A project-based ERP solution that provides robust project management capabilities, reporting, and analytics can give your project managers the visibility and control they need to make strategic decisions across the enterprise. Your ERP provider should be aligned with your shared growth and success.

Unanet is your ERP ally,  turning information into actionable insights, helping to drive better decision-making, and nurture business growth. Unanet is your single-source solution that integrates Professional Services Automation (PSA) and Project Portfolio Management (PPM) software with Financials to help organizations reliably plan, track, and manage projects and people.

“Unanet enables us to

plan staff based on both their competency and existing commitments.”

– CEO, VERTEX SOLUTIONS

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PROJECT MANAGEMENT

Know exactly where your projects stand in real time and in one solution. Unanet project based ERP for professional services organizations offers powerful and integrated project reporting, dashboards, and insights with no need to reconcile data across disparate spreadsheets and systems.

FEATURES

PROJECT MANAGEMENT

Ensure Project Manager Success

  • Create projects, plans, and opportunities with flexible business rules
  • Manage projects in a familiar planning style that includes real-time insights
  • Manage budgets/schedules at the project and/or resource level
  • Estimate opportunity value to improve company forecasting
  • Streamline project management processes making your projects more profitable
  • Track change orders with built-in approvals
  • Reduce effort for revenue recognition
  • Review historical project results for future project planning
  • Earned value management ensures on-budget and on-time execution
  • Gantt Chart view with dependency relationships and critical path

RESOURCE PLANNING

Manage Staff Workload Efficiently

Unanet Cloud-based Resource Planning software delivers a complete resource scheduling solution to help you optimize your critical resources while forecasting future demands, costs, and planning capacity. Generic resources and rough schedules can be used initially and then improved with specific resources with more detailed plans. Easily access staff utilization metrics and load balance as necessary.

ONLINE BILL REVIEW

Reduce PM Effort & Expedite Invoicing

Project managers can easily review project charges online and provide billing instructions to accounting staff. Update percent complete information and review draft invoices from the same interface. Save time with key project information at your finger tips.

WORK ORDERS

Unique Work Order System with Kanban

Unanet introduces a concept similar to Kanban, which is a visual system used for project management. Using work orders, you’ll streamine time entry by assigining to-do’s with pre-defined information like project, phase, job title, labor codes, billing status, etc. Employees simply view their open work orders and enter status updates. Time can be either charged directly to the work order, or employees can reference the work order when entering their time and the rest of the line auto-populates. Since work orders are proactive, you’ll reduce time-entry errors and save time through the billing process.

REPORTING & ANALYTICS

Powerful Embedded Report Designer

Unanet can support the most complex of reporting needs. Reports support drill-down to the transaction line item. A generous number of filters make focusing on the projects you want a reality. Reports can show metrics for up to three definable period ranges on a single report. Multiple levels of security can be applied so only the eyes you want can view sensitive information.

Project Analytics in Real-Time

PROJECT MANAGEMENT
  • Create projects, plans, and opportunities with flexible business rules
  • Manage projects in a familiar planning style that includes real-time insights
  • Manage budgets/schedules at the project and/or resource level
  • Estimate opportunity value to improve company forecasting
  • Streamline project management processes making your projects more profitable
  • Track change orders with built-in approvals
  • Reduce effort for revenue recognition
  • Review historical project results for future project planning
  • Earned value management ensures on-budget and on-time execution
  • Gantt Chart view with dependency relationships and critical path
RESOURCE PLANNING

Unanet Cloud-based Resource Planning software delivers a complete resource scheduling solution to help you optimize your critical resources while forecasting future demands, costs, and planning capacity. Generic resources and rough schedules can be used initially and then improved with specific resources with more detailed plans. Easily access staff utilization metrics and load balance as necessary.

ONLINE BILL REVIEW

Project managers can easily review project charges online and provide billing instructions to accounting staff. Update percent complete information and review draft invoices from the same interface. Save time with key project information at your finger tips.

WORK ORDERS

Unanet introduces a concept similar to Kanban, which is a visual system used for project management. Using work orders, you’ll streamine time entry by assigining to-do’s with pre-defined information like project, phase, job title, labor codes, billing status, etc. Employees simply view their open work orders and enter status updates. Time can be either charged directly to the work order, or employees can reference the work order when entering their time and the rest of the line auto-populates. Since work orders are proactive, you’ll reduce time-entry errors and save time through the billing process.

 

REPORTING & ANALYTICS

Unanet can support the most complex of reporting needs. Reports support drill-down to the transaction line item. A generous number of filters make focusing on the projects you want a reality. Reports can show metrics for up to three definable period ranges on a single report. Multiple levels of security can be applied so only the eyes you want can view sensitive information.

In addition to detailed reporting, Unanet gives your project managers insight into their project metrics with our fully interactive, easy-to-use analytic dashboards.

TRACK TIME & EXPENSES

As a professional services organization, it is vital that you use a timekeeping system that identifies employees’ labor to track utilization and resource supply & demand. Unanet’s web-based timesheet software enables the anytime and anywhere collection of hours and status for tracking project effort and supporting systems for payroll, invoicing, project accounting, chargeback, and job cost accounting. Whether your employees are in the office or on the road, you can simplify tracking time and expenses. Capturing this important information has never been easier than with Unanet ERP for Professional Services. Unanet timekeeping software is proven in organizations ranging from 10 to more than 50,000 users.

FEATURES

TIME AND EXPENSE

Efficient Time and Expense Tracking

Unanet web-based time and expense software enables the collection of project effort anytime and anywhere. Eliminate administrative overhead with efficient time and expense tracking that makes employees more productive and projects more profitable. These features support systems for payroll, invoicing, project accounting, and job cost accounting.

 

TIME SHEETS

Time Sheets for your Professional Services Firm

  • Flexible time sheet periods match your business rules
  • Manage approvals by supervisor or project manager
  • Staff utilization, view target, billable, and direct utilization
  • Real-time data, unsubmitted time can appear on project management reports
  • Time sheet defaults can define standard projects for staff
  • Flexible rate system can define billing, job cost, and pay rates dynamically
  • Validation and reminder workflows for business rules
  • Quickly add projects by recent, scheduled, or GPS location

 

EXPENSE SHEETS

Expense Sheets for your Professional Services Firm

  • Collect notes for internal use or to appear on invoices
  • Manage approvals by supervisor or project manager
  • Enter VAT and GST if required
  • Check status of expense sheets and remind staff to submit and approve
  • Define standard expenses rates or project specific rates
  • Avoid unauthorized expenditures
  • Set up expense types with appropriate GL mapping
  • Attach receipts electronically and include them on invoices automatically
  • Validate on expense entry with flexible workflows
  • Reduce time to invoice and decrease the time to collect cash
  • Validation and reminder workflows for business rules
  • Quickly add projects by recent, scheduled, or GPS location
TIME AND EXPENSE

Unanet’s web-based time and expense software enables the collection of project and effort anytime and anywhere. Eliminate administrative overhead with efficient time and expense tracking that makes employees more productive and projects more profitable. These features support systems for payroll, invoicing, project accounting, and job cost accounting.

 

TIME SHEETS
  • Flexible time sheet periods match your business rules
  • Manage approvals by supervisor or project manager
  • Staff utilization, view target, billable, and direct utilization
  • Real-time data, unsubmitted time can appear on project management reports
  • Time sheet defaults can define standard projects for staff
  • Flexible rate system can define billing, job cost, and pay rates dynamically
  • Validation and reminder workflows for business rules
  • Quickly add projects by recent, scheduled, or GPS location

 

EXPENSE SHEETS
  • Collect notes for internal use or to appear on invoices
  • Manage approvals by supervisor or project manager
  • Enter VAT and GST if required
  • Check status of expense sheets and remind staff to submit and approve
  • Define standard expenses rates or project specific rates
  • Avoid unauthorized expenditures
  • Set up expense types with appropriate GL mapping
  • Attach receipts electronically and include them on invoices automatically
  • Validate on expense entry with flexible workflows
  • Reduce time to invoice and decrease the time to collect cash
  • Validation and reminder workflows for business rules
  • Quickly add projects by recent, scheduled, or GPS location

FINANCIALS

Unanet Financials offer unique capabilities to project-driven organizations with general ledger, accounts receivable, accounts payable, and cost pool calculations (allocations) integrated with project management, project accounting, and resource scheduling. With Unanet’s single-source solution, you eliminate unproductive time managing transactions, creating more time to transform the performance of your organization. Real-time visual insight of true costs (direct and indirect), margin, revenue, and forecasts ensures managers have the information needed to make optimized decisions about the project portfolio and resource effectiveness.

FEATURES

GENERAL ACCOUNTING

A General Ledger for Project-based Businesses

  • Real-time or batch transaction entry
  • Quick adjustments with automated reversing entries
  • Transaction audit trails
  • Simultaneous cash and accrual reporting
  • Recurring journal entries to save time and keystrokes
  • Dynamic Revenue Recognition with multiple and custom methods
  • Labor Distribution for posting labor costs to your general ledger
  • Flexible account period configurations to match your fiscal calendar
  • General ledger budgeting for dashboards and reports
  • Manage bank reconciliations against your general ledger

PROJECT ACCOUNTING

Manage All Project Transactions

  • Flexible rate system for managing bill and job cost rates
  • Track project burdened costs (indirect charges)
  • View metrics by client, project, and project sub-level
  • See detailed direct charges by labor, expenses, and consultants
  • Show backlog, remaining budget, and variance
  • See revenue and true margin for Fixed Fee, Cost Plus, and T&M projects
  • Provide direct access to real-time data for project managers
  • Forecast revenues and direct and indirect charges
  • Improve margins through actionable information based on work in progress
  • Earned value management ensures on-budget, on-time execution

ACCOUNTS RECEIVABLE

Improve Collections & Increase Cash Flow

Unanet helps firms automate billing and collections processes. Project managers and billing staff collaborate with an integrated online Bill Review. Adjustments are easy and invoice generation is batched and automated. Deliver invoices via email and receive payments electronically. Generate account statements and AR Aging reports.

ACCOUNTS PAYABLE

Automate Accounts Payable

Unanet helps firms automate payments to vendors and consultants. Reduce processing time and make payments via check or electronic fund transfers. Pay When Paid reporting enables you to determine when and how much to pay your consultants. Manage vendor information and easily process 1099s.

PURCHASING

Purchase Orders with Approvals

Simplify your purchasing workflow with a comprehensive system designed to expedite the process. Created to address the specific needs of professional services firms, it supports the entry and tracking of Purchase Orders for both project-related and in-house for materials, supplies, capital items, and services.

Unanet A/E purchasing also offers a flexible approval feature so that purchases can be routed based on item or project-specific approval rules. Purchase commitments can be visible to Project Managers and factored into project forecasts. Increase efficiency and reduce errors by automatically converting Purchase Orders to Purchases once complete.

MULTI-COMPANY

Manage Complex Organizations with Ease

Unanet has native support for unlimited levels of corporate hierarchy. Manage enterprises with multiple companies and run financial statement reports per entity or consolidated for your entire organization. Establish as many companies, divisions, offices, departments, studios, or profit centers as your business needs. Profit sharing can be defined at project setup and automated inter-company billing eliminates double data entry.

MULTI-CURRENCY

Painless Handling of Multiple Currencies

Unanet makes it easy to manage companies and projects across multiple currencies. Every company, project, journal entry, and invoice can be specified in a currency of your choice. Exchange rates are automatically updated for painless currency conversions and evaluation. Unanet A/E automates the management of multiple currencies, saving time and improving accuracy.

REPORTING & ANALYTICS

Comprehensive Financial Statements

Unanet includes standard out-of-the-box financial statements and a powerful built-in Financial Statement Designer for creating reports specific to your business.

Analytic Dashboards for Financials

Gain insight into your business with real-time analytic dashboards. Monitor performance across your organization. Explore accounts receivable, accounts payable, purchasing, and profitability, etc.

 

GENERAL ACCOUNTING
  • Real-time or batch transaction entry
  • Quick adjustments with automated reversing entries
  • Transaction audit trails
  • Simultaneous cash and accrual reporting
  • Recurring journal entries to save time and keystrokes
  • Dynamic Revenue Recognition with multiple and custom methods
  • Labor Distribution for posting labor costs to your general ledger
  • Flexible account period configurations to match your fiscal calendar
  • General ledger budgeting for dashboards and reports
  • Manage bank reconciliations against your general ledger
PROJECT ACCOUNTING
  • Flexible rate system for managing bill and job cost rates
  • Track project burdened costs (indirect charges)
  • View metrics by client, project, and project sub-level
  • See detailed direct charges by labor, expenses, and consultants
  • Show backlog, remaining budget, and variance
  • See revenue and true margin for Fixed Fee, Cost Plus, and T&M projects
  • Provide direct access to real-time data for project managers
  • Forecast revenues and direct and indirect charges
  • Improve margins through actionable information based on work in progress
  • Earned value management ensures on-budget, on-time execution
ACCOUNTS RECEIVABLE

Unanet helps firms automate billing and collections processes. Project managers and billing staff collaborate with an integrated online Bill Review. Adjustments are easy and invoice generation is batched and automated. Deliver invoices via email and receive payments electronically. Generate account statements and AR Aging reports.

ACCOUNTS PAYABLE

Unanet A/E helps firms automate payments to vendors and consultants. Reduce processing time and make payments via check or electronic fund transfers. Pay When Paid reporting enables you to determine when and how much to pay your consultants. Manage vendor information and easily process 1099s.

PURCHASING

Simplify your purchasing workflow with a comprehensive system designed to expedite the process. Created to address the specific needs of professional services firms, it supports the entry and tracking of Purchase Orders for both project-related and in-house for materials, supplies, capital items, and services.

Unanet purchasing also offers a flexible approval feature so that purchases can be routed based on item or project-specific approval rules. Purchase commitments can be visible to Project Managers and factored into project forecasts. Increase efficiency and reduce errors by automatically converting Purchase Orders to Purchases once complete.

MULTI-COMPANY

Unanet has native support for unlimited levels of corporate hierarchy. Manage enterprises with multiple companies and run financial statement reports per entity or consolidated for your entire organization. Establish as many companies, divisions, offices, departments, studios, or profit centers as your business needs. Profit sharing can be defined at project setup and automated inter-company billing eliminates double data entry.

MULTI-CURRENCY

Unanet makes it easy to manage companies and projects across multiple currencies. Every company, project, journal entry, and invoice can be specified in a currency of your choice. Exchange rates are automatically updated for painless currency conversions and evaluation. Unanet A/E automates the management of multiple currencies, saving time and improving accuracy. 

REPORTING & ANALYTICS

Unanet includes standard out-of-the-box financial statements and a powerful built-in Financial Statement Designer for creating reports specific to your business.

Gain insight into your business with real-time analytic dashboards. Monitor performance across your organization. Explore accounts receivable, accounts payable, purchasing, and profitability, etc.