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Prior to using the system, there are a number of underlying reference tables that may need to be setup.
All menu items on this screen are available to users having the Administrator role.
All menu items are also available to users having the P&R Administrators role with a few exceptions (those entries noted with a P&R in the listing below).
Those items available to HR Administrators, GL Admins, AP Admins and AR Admins are noted in the listing below with one of the following respectively: (HR, GL, AP or AR).
Users with the Administrator role have access to all of the Setup screens.
The options available on this screen will vary depending on which edition of Unanet is installed:
Items followed by a (P) will only be available if you have the People/Planning functionality (Project Portfolio license).
Items followed by a (T) will only be available if you have the Time functionality (included with Project Time, Project Tracking or Project Portfolio licenses).
Items followed by a (E) will only be available if you have the Expense functionality (included with Project Expense, Project Tracking or Project Portfolio licenses).
Items followed by a (T&E) will only be available if you have both the Time and Expense functionality (included with Project Tracking or Project Portfolio licenses).
Items followed by a (F) will only be available if you have the Financials functionality (included with Project Tracking Financials or Project Portfolio Financials licenses).
Click on a link below to learn more about setting up specific data entities.
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