About Unanet Project Portfolio Financials

Unanet Project Portfolio Financials is a cloud-based accounting and project management solution for businesses of all sizes. It is designed for industries, including Professional Services, Government Contracting, Advertising & PR firms, IT services and Engineering firms. The solution helps companies to assess resource demands, commitments and capacity across their portfolio.

Unanet Project Portfolio Financials helps users to manage, plan and track projects, people and financials in real time. Key features include project and resource management, timesheet and expense management, resource requesting and workforce collaboration. It also offers accounting capabilities such as project accounting, general ledger, accounts receivable, accounts payable and cost ...


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Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, Web browser (OS agnostic), Windows 2000, Windows 8

51 Reviews of Unanet Project Portfolio Financials

Average User Ratings

Overall

4.35 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(23)

23

4 stars

(22)

22

3 stars

(6)

6

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 51 results

April 2018

Lynn from Thompson Gray, Inc.

Company Size: 51-200 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Became a Unanet user in 2015, and am still loving it as a total project based accounting solution!

Unanet's ease of use and flexibility has allowed me to be much more productive and timely in delivering reports, processing monthly billings, accounting reviews, month end close, and many more activities!

Pros

Unanet is extremely user friendly! My favorite aspect is the ability to review project performance data in real-time. This functionality makes it easy to provide our customers with data they need to determine project funding, spend plans, run-out dates, and so much more. In my career, I have used several project accounting systems, and Unanet outshines them all in terms of ease-of-use, flexibility, and customer support!

Cons

My one drawback is the absence of purchasing functionality, however, since Unanet is rolling that out soon, I really will not have any "cons" to speak of!

July 2017

Ed from Lukos

Company Size: 51-200 employees

Industry: Defense & Space

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

4.0

Functionality

5.0

July 2017

Essential capability for government contractors. Unanet has been key to our success.

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.

November 2019

Cathryn from ESAC, Inc.

Company Size: 11-50 employees

Industry: Information Technology and Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

November 2019

Good product for Government Contractors

Timesheet and Expense functions are excellent to use. With the implementation of invoicing, we are able to generate invoices faster and eliminate many possible human errors working with spreadsheets previously. Using an automated system definitely helped us passing a recent Government accounting system audit.

Pros

We utilize Unanet timesheet, expenses and invoicing functions. These functions are very helpful in streamlining our business processes and provide required/validated controls as a Government contractor. There are also many resources available to support users, such as Knowledge Centers, Help files, frequent webinars, Unanet University, etc.

Cons

After using the software for four years (including recent two also on invoicing), I still couldn't troubleshoot certain issues myself and sometimes unsure of certain data flows. Hopefully my confidence grows as I continue using the product.

Reasons for Choosing Unanet Project Portfolio Financials

Unanet was the software in use when I joined the company, but I believed the cost was one of the determining factors.

October 2019

Frank from Brandes Associates

Company Size: 51-200 employees

Industry: Defense & Space

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Customer support

1.0

Functionality

3.0

October 2019

Very Poor SW Update Test and Verifcation Before Release

Pros

Product is fine as long until an update is release

Cons

Can not trust an update will "work" without extensive problems and loss of past functionality. It recent "update" timeslip functions that a junior SW tester should have determined didn't work (resulting in a quick update) were not found prior to release. MAJOR issue is that Government Cost Plus reports and invoice function DOES NOT WORK. After a week of "so called customer service" - No answer other than it is being worked..... Blogs indicate that multiple users are having similar issues. How can a basic function not be verified before release?!?!?!?

November 2019

Kathleen from STARGATES, INC

Company Size: 11-50 employees

Industry: Government Administration

Time Used: Less than 2 years

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

November 2019

Great Software

Pros

Unanet is very user friendly and on the off chance you can't figure something out their support team is right there to help you and in a timely manner. Unanet allows you to attach documents to everything so we no longer need to keep track of things in different places. You can attach award and mod docs to the contracts, bank statements to reconciliations, checks and invoices to AP Vouchers and AP Payments. It's a great way for everyone to have access to the things they need.

Cons

Some of the updates they add change the information for my custom reports and you need to make adjustments to get the same information after the update is live. However the system exports a template so you can make the changes easily without having to recreate the whole report.

Reasons for Choosing Unanet Project Portfolio Financials

Cost was a factor but of all the systems we looked at Unanet housed all the capabilities we were looking for.