Web-based integrated project management and ERP solution
4.3/5 (39 reviews)Unanet offers an integrated professional service automation (PSA) and project portfolio management (PPM) solution to help businesses efficiently plan their resources and manage people, projects and finances through a web-based solution. The solution collectively provides tools to manage resources, opportunities, employee timesheets, project budgets and accounts in one single business solution.
With Unanet, organizations can get a wide range of detailed or summary reports and have real-time insights on their current projects. The solution is capable of reporting both direct & indirect costs associated with any project and track expenses incurred. The intuitive dashboard offers a drop-down interface to filter bulk data sets and view selected project indicators in real-time. Project managers can set alerts for their projects and trigger an email-based notification to respective team members and customers for efficient collaboration.
With Unanet, managers can constrain budgets at a project, person or task level and track all activities around ongoing projects through a personalized dashboard. The resource planning feature helps in optimizing critical resources and ensuring optimum resource capacity for future projects. The timesheet captures the number of hours and effort taken to complete the project, which becomes helpful in payroll and accounting.
Unanet also integrates with other business solutions such as accounting systems, payroll systems and CRMs. The solution primarily caters to government contractors along with non-profit organizations, commercial consulting, architecture and engineering among others.
Pros
Integration. Unanet combines time/expense, project management, billing, and financials all in one system. No import/export of data between systems. When an employee logs time or expenses, the cost automatically rolls into your billing, accounting, and project management functions.
DCAA Compliance. Calculates indirect rates and applies to billing. Enforces DCAA timesheet rules and JTR travel rules. Using this software enabled us to consistently get invoices approved by DCAA in less than 5 days, and got our incurred cost proposal accepted without an audit as "low risk."
Report and Invoice Formats. Very customizable in all aspects. I'm told they are much more flexible than competing systems.
Two months after we implemented Unanet, we received our first CPFF contract as a small business. If we did not have Unanet, we would have hired at least one more overhead person, and probably several more. Unanet has been a key factor in our business success.
Cons
Learning Curve. With power comes complexity. Unanet is no exception. Rollout was difficult, and there were a lot of setup decisions to be made without a full understanding of the functionality implications. We got the budget version of rollout services; I don't recommend that.
Flexibility. Unanet can be too customizable at times. Sometimes I wished they would just say "here is the way to do this" instead of giving so many choices for how to implement some functions.
Accounts Payable. Less than fully developed Vendor Invoice reporting, especially lack of ability to link to projects at invoice level. Costs incurred via invoice also do not appear in T&E reports, and now way to budget and control vendor costs.
Pros
Unanet is a true ERP system that can be used to combine several business units into one. Most project accounting systems are typically only used by accounting departments. However, unlike most systems, Unanet is built to allow access to just about every department in an organization with its role based capabilities. I like the fact that every person in the company is given the capability to create and save their own reports in addition to having personalized dashboards to satisfy specific business needs. The system is only as good as the data it is being fed. That being said, in order to optimize the system's value, its essential that the entire organization buys into the system and utilizes it like a true ERP system.
Cons
Unanet has very strong project accounting reports to manage projects efficiently. However, I would like to see a bit more from the financial side of the system. For example the system does not have a cash flow statement which is essential for most organizations. That being said, I am impressed with the current financials in place as it was just introduced 2015. I believe in a few years the system will be nearly perfect for any organization as in continues to innovate its capabilities.
Unanet is an amazingly powerful software that is way ahead of its competitors in its user-friendliness and its intuitiveness.
Pros
Unanet is an excellent project accounting and financial tools. It is incredibly easy to use and its inherent intuitiveness make this is an extremely powerful tool. It even comes up with cell phone app and can be navigated from virtually anyplace. It seems like Unanet is a more advanced, technological and user-friendly version of its competitors like CostPoint and GCS Premeir.
Cons
Unanet is such a powerful financial tool that there is very little not to like about it. However, still like all softwares, it has its shortcomings and one of the major shortcomings it has is its ability to accommodate complex project setup structures that roll up and consolidate into a higher level. This makes project setups in Unanet very different and challenging and it also greatly affects corporate financial reporting.
Pros
Our experience with Unanet has been excellent. We are using it to support a DCAA auditable accounting and financial practice and it is working quite well. Its flexibility as to the setup and configuration at the user interface level is outstanding. It truly allows us to create our company policies and procedures and tailor Unanet to those and not vice versa.
It is a lightweight interface that is intuitive and well designed. It includes the ability to configure user roles for everyone from a basic timesheet or expense user to a Controller or CFO that oversees the entire financial operation of the business. We have especially enjoyed its ability to export financial data to CSV files, be able to manipulate those exports, and import them into payroll systems, accounting systems, and more.
Moreover, it is scalable and cost-effective. It allows you to setup an operation for a startup company and scale it accordingly, including costs, as you grow. It is a 100% tailorable and lightweight ERP. It can implement as little or as much rigor as you desire into your finance and accounting operations. We are excited to further understand and eventually implement Unanet financial as it seems to be on a strong trajectory in its early stages.
It is a great product that we highly recommend!
Cons
I haven't found any issues with Unanet that haven't been resolved and/or I can configure it to support for me. It is an incredibly tailorable and well thought out software product.
Overall Unanet operates more like a modern day application than a traditional accounting software. With its great user friendliness and flexibility, the software seems set to keep increasing in popularity.
Pros
The Unanet Project Module is an extremely user-friendly module that redefine the meaning of intuitiveness in regards to the project setups and structure. Anyone with little to no background can pick up this module and start setting up projects and running reports. The module is organized in a neat format and the speed through which changes can be saved and projects updated add great value to the customer
Cons
The Unanet Project Module while having some great features lacks a 'roll up' feature the likes of which are found in competitor software like CostPoint. Due to this lack of functionality, the reports can often not run on Level 1 of a project since the projects below do not roll up under a parent project.
Contact Unanet for pricing information or a quote.
• Unanet provides combined benefits of an enterprise resource management, project management, professional service automation, workforce collaboration and accounting software to its users in a single web-based solution.
• The intuitive dashboard feature provides real-time insights on project KPIs and helps in evaluating actual performance against the set goals.
• The solution provides inbuilt tools for budgeting & forecasting at both project and organizational level which helps in keeping a track of project expenses and other indirect costs associated with the project.
• Unanet fully adheres to DCAA compliance timekeeping requirements which help businesses in tracking the effective numbers of hours spent on the project by any individual member or by the collective team.
• The role-based security model grants different data access permissions to administrators, managers and employees for ensuring proper data security.
Below are some frequently asked questions for Unanet.
Unanet offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Contact Unanet for pricing information or a quote.
Unanet offers the following features:
Unanet has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
Unanet supports the following languages:
English
Unanet has the following pricing plans:
Subscription
We do not have any information about what devices Unanet supports
Unanet integrates with the following applications:
Microsoft Dynamics CRM, QuickBooks
Unanet offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
