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Spring 
Customer Newsletter | March 2019

Attend the 2019 Champions Conference!

2019 Champions Conference Video

Don't forget to register! Unanet's 2019 Champions Conference in San Diego is in just 6 weeks! Join us for a day of Pre-Conference Training on May 15, followed by two days of customer insights, a look at the product's future, and presentations by Unanet customer experts on Thursday, May 16, and Friday, May 17, 2019!

Register Now to save your spot!  

Additionally, if you have already secured your spot at the Champions Conference, extend the fun by attending a few of our extracurricular conference activities! On Tuesday, May 14, we will be hosting a Unanet Champions Golf Tournament at Torrey Pines. We will also be attending the Navy's 33rd Bay Bridge run/walk on Sunday, May 19. Registration links are below if you would like to join us at either event!

Register now for the Golf Tournament!

Register now for the Navy's 33rd Bay Bridge run/walk!

March Fun Fact:  1876 - Alexander Graham Bell received his patent (#174,465) for the telephone.



Broaden Your Use of Unanet:

Attend an Upcoming Unanet University Class!


Unanet University Classes

Unanet University offers customers the ability to quickly and economically gain the technical knowledge and best practices to optimize their Unanet system. Unanet University currently offers hands-on instructional learning during all-day courses in our Dulles, VA training facility, as well as virtual course offerings. We would love to have you join us at one of our upcoming Unanet University classes! 

Course Name Upcoming Sessions Location
Foundations of Reporting

June 12

Unanet HQ
Dulles, VA
Foundations of Cost, Revenue, and Profit Reporting

June 13

Unanet HQ
Dulles, VA
Basics of Unanet Administration 


April 1 - 5

April 29 - May 3

June 3 - 7

Virtual
1:30pm - 4pm ET
Financials Management Learning


April 15 - 19

June 10 - 14

Virtual
1:30pm - 4pm ET
Billing, Invoicing, and Revenue Recognition

June 11

Unanet HQ
Dulles, VA

 


  Join over 2,000 of Your Fellow Unanet Customers
in the LinkedIn Unanet Users Group!

Join your fellow customers in the LinkedIn Unanet Users Group where you can share best practices, ask questions, and receive innovative solutions. Additionally, Unanet employees share upcoming events, webinars, and fun facts!

Join the Group Today!


 

Learn more about Unanet Financials,
Budgeting & Planning, and Project Analytics 

Unanet is traveling around the country, spreading the word about Unanet Financials and additional Unanet capabilities! Register below, and feel free to invite colleagues from your company or other companies that will be interested in learning about Unanet!

  Location Venue Date Time
Registration Coming Soon! Chicago, IL TBD Monday, April 29 11AM - 1:30PM
Registration Coming Soon! Denver, CO TBD Thursday, May 23 11AM - 1:30PM
Register Now for this Happy Hour! Lowell, MA Tavern in the Square Wednesday, May 29 4PM - 6PM
Register Now! San Diego, CA University Club Atop Symphony Towers Wednesday, May 29 11AM - 1:30PM
Register Now! Boston, MA Osteria Posto Thursday, May 30 11AM - 1:30PM

If you are interested in learning more about Unanet Financials, but are unable to attend a Lunch & Learn, the Customer Solutions team would be happy to schedule a personalized demonstration with you!

Contact CustomerSolutions@Unanet.com to schedule one now!


 

Unanet's Champions Innovation Awards
Submit Your Entry Today!

Unanet’s Champions Innovation Awards are an opportunity to celebrate the success of customers who use Unanet in an innovative way either for a specific project or for their team. As a note, applicants must be in attendance at the 2019 Unanet Champions Conference to win! Applications must be submitted by March 31st to be considered.

Awards will be presented in the following three categories:

  • Champions Innovation Award – Small Business: 0 – 49 employees
  • Champions Innovation Award – Midsize: 50 – 299 employees
  • Champions Innovation Award – Large: 300+ employees

What’s in It for Champions Innovation Award Winners?

  • Presentation during the General Session at the 2019 Champions Conference
  • Press Release
  • Social Media Mentions (Nominees and Winners)
  • Case Study
  • Video case studies at Champions Conference
  • Trophy
Apply Now!
 



Upcoming:

Uncorked image-425699-edited-610173-edited 

Unanet Uncorked is a happy hour where you can learn more about Unanet and network with our customers, partners, and friends. 

Experts will be around for one-on-one conversations to answer your questions on how Unanet can help transform and grow your organization!

Relax, chat about your business, and discuss how Unanet will deliver on your desired outcomes!

Drinks and light appetizers will be provided.

Register Now for Columbia Uncorked!  April 10

Register Now for Dulles Uncorked!  April 11

 



Knowledge Center Highlight

A Knowledge Center entry that we thought might interest you!

Quick Topic - Methods for Forecasting Fixed Price Revenue

This Quick Topic section describes the three methods for forecasting fixed price revenue:

  1. Based on revenue being recognized based on the billing dates associated with WBS.
  2. Based on the percentage of estimated labor and expenses (Unanet plans or assignments/budgets) compared to the cost or hours budget on a project or task. Customers that support fixed price projects based on the delivery of milestones must be able to tie the pace of work with the pace of recognized revenue. 
  3. Based on a fixed/custom revenue recognition schedule.

What’s covered in this document:

If you would like to learn more about how to navigate the Knowledge Center, please view this entry!

 
 

Ask Support

Question: Can I share reports in a dashboard or email?

Answer: 

Saving a report as Shared

To create a shared report, navigate to the desired Unanet report's criteria page and save it using the "Save as Shared" option.

Promoting a Shared report to your Dashboard

Step 1: Click on "Reports" at the top, then click "Saved":

March 2019 Step 1

Step 2: Click "config" to push one or multiple shared reports to your dashboard(s):

March 2019 Step 2

Step 3: Choose "Shared Reports" you want to display on the dashboard view:

March 2019 Step 3

Or select "Charts" for management timesheet status or other chart:

March 2019 Step 4

Step 4 (Optional): To save a link to a report which can be emailed, run the shared report once it has been promoted to a dashboard.

Copy the url which should have "runFrom=" at the end of this url:

http://unanet.mycompany.com:8080/unanet/action/reports/project/costing/detail/odc/report?runFrom=S_76

You can then paste the copied url into an email, or even a scheduled broadcast message out of Unanet.

An advantage is that if someone clicks on the link, if they are required to log into Unanet, once logged in they will be taken immediately to the report output.

Each month we will include a common or recent question asked of our Support Team and share the response with you! Please continue to reach out to our Support Team at 703-689-9709 or email support@unanet.com.

 
 

Upcoming Webinar:

Fixed Price Projects in Unanet

In this webinar we'll review the various fixed-price revenue recognition methods through project scenarios along with key reports defined to show billing, revenue recognized, and what will be recognized in the future.

Fixed Priced project Revenue and Billing is available to customers with a Project Tracking, Portfolio and/or Financials license!

After registering, you will receive a confirmation email containing information about joining the webinar.

Join us on Thursday, April 4 at 1:30pm ET to learn more!

Register Now

Please follow this link to view all upcoming webinars. If you have some fantastic ideas for upcoming Customer Webinars, please submit them to csm@unanet.com. We are always looking for value-added topics to drive our customers' successes.

Please view previous webinars in the Knowledge Center under Unanet functional areas: Knowledge Center.

 

 2019 Champions Conference Sponsors

Diamond

Diamond_Cordia Partners

Diamond_Bloomberg Government


Platinum

Platinum_Aronson  Platinum_BDO

Gold

Gold_Payroll Network  Gold_Paylocity

Gold_Optimum HRIS  Gold_Cherry Bekaert

Gold_SC&H          Gold_DHG

Gold_Cooley

Individual Event

Individual Event_SCS  Individual Event_Boon Group  
Individual Event_Union Bank & Trust   Individual Event_Warren Averett

Individual Event_Anglin   Individual Event_NFP

Latest Unanet Release & Updated Per Diem Files

The Latest Unanet Software Build is: 10.3.41. Date Released: 2019-3-08.

As a service to our customers, Unanet periodically converts the All History Data files from the DoD source into the Unanet Per Diem Import Format. You can convert the files yourself from your data source of choice, if you prefer. The most recent Unanet Support Site Per Diem file updated was:
Oconus: 2/28/2019 Conus: 1/10/2019


Visit us Online | LinkedIn Users Group | Unanet University | Webinars | Knowledge Center | Upcoming Events | Customer Support: 703-689-9709