Unanet – Resource Management, Project Accounting and Financial Software


 

Unanet is an integrated software solution built specifically for professional services organizations. It’s suited for companies in a variety of fields, such as IT services, management consulting, advertising, engineering and more.

Unanet delivers professional services automation (PSA) and project portfolio management (PPM) software integrated with financials to help organizations that need to plan, track and manage projects and people. Unanet provides resource management, opportunity and project management, timesheets, expense reports, workforce collaboration, invoicing, general ledger, accounts payable, accounts receivable and cost pool calculations in a single solution.

Unanet is available in on-premise or can be access via the cloud. Support is available through email or phone, and online training is offered through webinar.

 

Unanet – Resource Management, Project Accounting and Financial - Unanet dashboard
 
  • Unanet – Resource Management, Project Accounting and Financial - Unanet dashboard
    Unanet dashboard
  • Unanet – Resource Management, Project Accounting and Financial - Resource allocation chart
    Resource allocation chart
  • Unanet – Resource Management, Project Accounting and Financial - Unanet web timesheet
    Unanet web timesheet
  • Unanet – Resource Management, Project Accounting and Financial - Resource manager periodic headcount chart
    Resource manager periodic headcount chart
  • Unanet – Resource Management, Project Accounting and Financial - Project earned value
    Project earned value
  • Unanet – Resource Management, Project Accounting and Financial - Project periodic cost summary chart
    Project periodic cost summary chart
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, Windows 2000

20 Reviews of Unanet – Resource Management, Project Accounting and Financial

 

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Software Advice Reviews (13)
More Reviews (7)

Showing 1-13 of 13

PAVAN from SGS Life Science Services
Specialty: Pharmaceuticals
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

February 2017

February 2017

Unanet Project Portfolio

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Value for Money

This is very good product and was helpful to me. Initially it was little difficult to get user-friendly, but eventually, i got used to it.

Pros

I really like the features and functionality.

Cons

a little bit hard to get used to it as I found not so user-friendly initially.

 
 

Debora from Toyon Associates, Inc
Specialty: Consulting
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

System Upgrade Lesson

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We wanted to replace a home grown system for time and expense reporting and billing processes. We use QB for our accounting and financials. We were looking for more controls, better reporting, more automation, and better accountability from all levels. We started our implementation about October 2016 and went live 1/1/2017. Unanet will help us in each of the areas named, but the system is not as well designed for our needs as we had hoped. We've found a few pitfalls, but Unanet is trying to help us resolve some of them. Others are changes they have planned for future editions. Problem is, I need them now.

Pros

It's easy for my consultants to use.They like the portability of a cloud based system, and they like the security. I like that it requires people to be accountable when you set up the approval trails. Service line managers have better control over who is working on what, so they can better manage budgets, staff, and delivery schedules. We've just started looking at the reporting features (which is why the overall rating is 4 stars) and it looks like we are going to get a lot of information a lot quicker. That will save a ton of time.

Cons

The system isn't really designed for a consulting firm like ours. We have a couple thousand active projects and some of my consultants ended up with hundreds of projects on their available list. We weren't able to label our projects exactly how we wanted to. We made some consessions that we didn't want to make during the set up process. We have some concerns about how the information from Unanet is going to play with QB but we're just starting that process.

 
 

Tiffany from PhaseOne
Specialty: Consulting
Number of employees: 201-500 employees Employees number: 201-500 employees

January 2017

January 2017

Not bad for what it's used for

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

We use Unanet for time and records keeping while at the same time using it for our Resource Management tool on the Consulting side. It took awhile for the main users and admins to get ramped up. Some of us attended training and were still left with questions at the end.

Pros

A lot of out of the box functionality which is good on the wallet
Plenty of built-in reports so the need to customize is lessened.

Cons

Ease of use is lacking. Even with training, our admins have a tough time navigating
Admin settings are tough -- you either get full access or limited. No in betweens.

Advice to Others

Get a free trial before you buy or a really interactive demo to see if it can do what you need it to do exactly. Make good friends with your sales rep/customer service rep so you get quick and dedicated responses.

 
 

Aislinn from iNovex Information Systems, Inc.
Specialty: Government Contractors
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Unanet Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We have had a great experience with the implementation of Unanet at our company. We previously only used Unanet for time keeping purposes, and then purchased their financial reporting software in 2015. Unanet Customer Support was very helpful in the implementation of the software and made it an easy transition. We are able to store all of our financial reporting in one system, and it is easily accessible.

Pros

I really like how financial transactions flow through the system, and help us save time in financial management. It is easy to record a transaction and see the impacts through the system.

Cons

In relation to my "pro," if a financial transaction does not easily fit into the software, or it's considered more of a "one-off" transaction, it can be difficult to account for these one-off items.

 
 

Kateyn from Rustic creations
Specialty: Retail
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Good product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Easy to navigate and keep up with projects in real time

 
 

SWAPNIL from TAMU
Specialty: IT Services
Number of employees: 1 employee Employees number: 1 employee

October 2016

October 2016

Good i'd say

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Unanet offers remarkable reporting with an extensive variety of point by point and rundown reports accessible including graphical dashboards, earned esteem, and venture costing to see genuine venture costs.

Pros

Giod methodolgy

Advice to Others

Go fo it

 
 

Arjun from Texas A&M
Specialty: Engineering
Number of employees: 1 employee Employees number: 1 employee

October 2016

October 2016

Review of Unanet Project Portfolio

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

The ease of use is the stand out aspect of this product. I would recommend it.

 
 

Arpit from Texas A&M
Specialty: Software / Technology
Number of employees: 10,000+ employees Employees number: 10,000+ employees

October 2016

October 2016

Appreciate the Usability aspect of the product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I like the UI screen which is less cluttered and more organized unlike Microsoft Project Management Tool.
It also helps you think aloud before exploring options.

Pros

I like its simple yet effective UI

Cons

I still want to improve the macros a bit more..!!

Advice to Others

Please consider using this when you fast and effective results..!!

 
 

Jenny from Solvability
Specialty: Government Contractors

August 2015

August 2015

Unanet Projects offer powerful reporting tools

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Unanet project tracking is easy to update - can upload data from excel and also export to excel.
So many reports help me manage projects. I created my own - detail of client time charging to use when I need to document what I've done on a project over time. Also created one that shows charging with monthly totals so they can see the level of support. Have also used Unanet reporting to pass DCAA audits with a client.

Likes Least

would like to see them continue to expand in their markets so they can keep growing an engaged customer base

Recommendations

Take a look at all your options - do you need to integrate with other products or are you ready for Unanet financials which is complete integrated. Consider the size of your organization and plans for growth. Implementation costs must be part of the decision process but the greatest long term cost is making sure that your organization is fully trained and gets ongoing training to keep moving up to the next level - so many companies don't set aside the training $ that help them get the multiplier value from these tools.

 
 

Michael from Capital Connections LLC
Specialty: Government Contractors

August 2015

August 2015

Fantastic & User-Friendly Project Management System

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Project Portfolio is fast, highly configurable, and easy to use. Having tried several systems in my previous $130M company, I chose Unanet Project Portfolio for our PMO. We supported over 1,000 projects per year providing real-time project management & reporting, linked to our Deltek CostPoint accounting system. It revolutionized our effectiveness and dramatically improved cost visibility and profitability, while cutting PM management time. Great product!

Likes Least

The vendor is awesome... but I wish they had a mobile app for time & expense entries via mobile devices. Since it's web-based you can use your mobile device, but it requires more effort than it should.

Recommendations

You can't go wrong with thus product. I even use it in my current 4-person startup company.

 
 

Cory from Transparent Technologies Solutions
Specialty: Government Contractors

July 2015

July 2015

Unanet is a great product!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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!

Likes Least

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.

Recommendations

This productive provides the Cadillac of accounting systems at a price that is cost effective for start-ups and large companies.

 
 

Larry from Pixel Puppy Productions
Specialty: Telecommunications

February 2015

February 2015

One of the best options

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Likes Best

There are some really great resources to help use it in the most effective way possible.

Likes Least

I can't say that I really have any complaints about this particular vendor.

Recommendations

Take advantage of the free trials. If the software doesn't feel right, try something else until you find one that seems promising.

 
 

Michael from AXIS Integrated
Specialty: Advertising & PR

June 2014

June 2014

The Best Time Tracking Tool I Could Find!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the reporting capabilities, the customized user dashboards, and the "Alerts" feature. Now each employee knows what projects they are to work on and where their project stands in term of hours used. We use the Alerts to let a project team know when a certain amount of time has been used on a project (50%, 75% and 90%). This lets the team and sales discuss the progress in a timely manner. We have noticed that some projects are delivered on time, and in other cases, we are able to stay on top of out-of-scope opportunities just by talking about the project status when the alerts are received.

This is making everyone more accountable for what they do, and the overall business more profitable. It's perfect!

Likes Least

The utility that is used for actual tracking of time. You need some kind of start and stop feature so that you know how long you have worked on a certain project. It would help a lot when working on multiple projects in one day, for instance.

Recommendations

We looked at a lot of different products and settled on Unanet for 2 reasons:

1. The support sales provided and their willingness to listen to our needs and set up a comparable demo for testing the system, and:

2. Because they offer an on-premise hosted solution, which is a must have for my business.

 
 
 
Showing 1-7 of 7

Kyle from Enercon Services, Inc.

January 2017

January 2017

Nice Product for Small to Medium Sized Business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Just implemented Unanet for our accounting and project management system. Overall it's a good system, with phenomenal reporting capabilities. The time and expense side for end users is very intuitive and easy to use. The PM side is a bit of a learning curve, but the implementation team works with you hand in hand to support. GREAT support overall!

Source: Capterra
 

Jenny from Solvability
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

DCAA Compliance with outstanding reporting for Program Managers (PM)

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Unanet makes it easy for employees to complete their timesheets, allows notes and includes the audit trail requirements for DCAA Compliance. But what I like best is the way it supports Program Managers, who can get REAL TIME reporting from a huge number of reports and charts. You can also set budget hours at employee level or task level, preventing overruns and labor transfers.

Pros

Easy to import and export - plays well with multiple systems and they've done a great job of keeping it open. Excellent charts and reports for Program Managers (PMs), as well as people in accounting who are doing billing, project reporting, and financials.

Cons

Sometimes I am not sure of the sequence of steps and have to look it up, but it's all well documented in their online knowledge center with many examples, not just the old "a targeted rate is a planned rate."

Advice to Others

I like that I can recommend it to QuickBooks users for Time Tracking and Expense, and then when they outgrow QuickBooks they can upgrade to Financials.

Source: Capterra
 

Nathan from L-3 Marine Systems

October 2009

October 2009

Review 1

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

a solid tool

Pros

Customer support - timely, available
Functionality - good standard reports

Cons

Not easily customizable
In a small org it's hard to have the resources available to populate to the level of detail Unanet requires.

Source: Capterra
 

Baan from TalaTek LLC.

July 2009

July 2009

Must Have for Small Business

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Easy to use and designate different roles in your organization. Integrates neatly with Quick Books for invoicing. Gives real time information about your business without having to dedicate overhead resources to project management and finance. Available template reports and graphics allow for ease of management of overall business on a daily basis. Great value for your money.

Pros

Unanet allows my small business to act and think big! The tool allows me to plan tasks, track projects, allocate resources, hours per each task, forecast business revenue, calculate business expenses with graphics and quick and simple reports. Effectively I have a project management and finance department all at my fingertips. The tool allows you to meet your business growth seamlessly.

Cons

Some might consider this overkill for an organization of less than 10 people, due to the initial cost and the learning curve. I personally found the value of the information provided by Unanet to be worth the investment and time.

Source: Capterra
 

Andrew from Adayana Government Group

July 2009

July 2009

Unanet Provides Core Operational Functionality

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I highly recommmend Unanet as a product and a company to do business with.

Pros

The Unanet product, we use the full product suite, is easy to implement, configure, and use. It provides numerous options for configuration that supports a wide range of users from simple to complex. We began using it purely for timekeeping and expense reporting to meet Federal Government contracting requirements. We now employ a much greater range of features including the use of it as our project management tool.

The product integrates with our accounting system (Aldebaron's SYMPAQ) with minimal customization.

Unanet Technologies is a very responsive and customer friendly company. They regularly solicit input from their users for the development of new features. They conduct an annual user meeting to demonstrate functionality, provide an opportunity to dialog with their customers, and provide value-added presentations. Customer support is very responsive when questions are posed or problems arise.

Cons

There are some functional limitations around reporting at the task level which is important for our company in order to use the full capabilities of the tool. Unanet has listend to the concerns and are working a solution for future release.

There are other minor limitations related to how we operate our business, but I would not considre a product flaw.

Source: Capterra
 

Nikki from Intelligent Software Solutions, Inc.

July 2009

July 2009

Financial Manager/CFO

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

I would recommend Unanet to any company that has the need for a project management tool.

Pros

We have been using Unanet for a couple of years now and just continue to find more and more capabilities for our needs. Unanet has a very flexible database that allows us to customize the system to suit our needs, as well as having a very mature system right out of the 'box.' We use the timekeeping function, the expense reporting function, the budgeting/planning functions, as well as the EVM tools. Unanet has a wide range of uses and we are very happy with the system.

Cons

The only complaint that we have about Unanet is that the 'Project Costing Reports' do NOT break out costs by task. This is something that we have recommended to Unanet as a feature upgrade, when they do their new releases, but we haven't seen it come out yet.

Source: Capterra
 

Keith from Lunarline

July 2009

July 2009

DCAA / EVM compliant timekeeping and project management system

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Unanet is good for both small and large companies and provides a single repository for all timekeeping, project, planning and personnel data with robust reporting. The integration of multiple platforms (time, project) is well executed and allows companies to see what is happening at the project/task level in real time.

Expense reporting that meeting federal government travel regulations and granular permissions to ensure that users only apply expenses to those projects for which they have been assigned

This is a strong product as it combines both the compliance (DCAA, EVM, JTR) and ensures that timekeeping, expenses and project reporting are accurate. It allows the delegation of responsbilities for cost rate, bill rate and project managment increase productivity and visibility.

Pros

Extremely strong timekeeping capabilities down the the task level
Granular permissions for all levels of the organization
Excellent reporting structure on all aspects of personnel and projects
Easily customizable export features
Ability to easily import data for people, projects, etc
Robust integration from timekeeping, planning, projects and tasks
Cost Effective solution with "pay as you go" model
Availability and uptime near 100% (hosted)
Excellent customer support (including complex reporting, exports, etc)
The abililty to "slice and dice" data to meeting government, commercial and internal reporting requirements
Ability to add cost structures based on company actuals (DCAA-G&A, Overhead and Fringe)
Robust expense reporting eliminating "paper expense reports"

Cons

Not able to export reports (need to cut and paste)
Tech support should provide a "tiered" pricing structure (currently one rate for all support)

Source: Capterra