Projects Module
Projects Module How-To Documents
Best Practice and Process Guideline for Project Cost Fields in Unanet
Beginning of August 2022, the PUBLISHED COST field in Unanet is no longer a requ...
Wed, Aug 3, 2022 6:07 AM
There are several benefits of entering project data within Cosential:
Centralizes all project related data so it isn’t “out of sight, out of mind” on a ...
Wed, Aug 3, 2022 9:25 AM
Each project has several tabs/categories with additional information. To see which categories have data, view a project record to check which fields are pop...
Wed, Aug 3, 2022 9:27 AM
As a best practice, projects that will never be marketed should be archived to avoid crowding the system with superfluous data. This may include jobs such a...
Mon, Jul 18, 2022 11:38 AM
The attached guide contains instructions specific to entry and clean-up of Swinerton projects and covers step-by-step instructions on entering mandatory Pro...
Wed, Aug 3, 2022 9:26 AM
UNANET CRM PROJECT DESCRIPTION FORMATTING
Don’t repeat project name in description
Don’t repeat location in description
Don’t repeat cost in descrip...
Thu, May 18, 2023 4:24 PM
GENERAL PHOTO GUIDELINES
Unanet will not upload photos with, commas, periods, non-text or numeric characters such as () and & in the file name.
Un...
Wed, Jul 6, 2022 1:19 PM
Three Ways of Adding References on Project Records
Please follow the step-by-step instructions below and watch the attached video recordings for a liv...
Thu, Jan 19, 2023 12:57 PM
All project awards should be tracked in Unanet regardless of whether the award was won or lost. Please review the following guide and best practices to unde...
Fri, Feb 10, 2023 2:20 PM