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1000055504
Updates to the Project Cost Fields in Unanet
Best Practice and Process Guideline for Project Cost Fields in Unanet
Beginning of August 2022
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1000049172
What I Need to Know: Lifecycle of Project Data
There are several benefits of entering project data within Cosential:
Centralizes all project re
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1000049262
What I Need to Know: Project Tabs & Categories
Each project has several tabs/categories with additional information. To see which categories have d
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1000055389
How To: Archive a Project
As a best practice, projects that will never be marketed should be archived to avoid crowding the sy
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1000049193
How To: Clean-Up & Enter Project Information in Cosential
The attached guide contains instructions specific to entry and clean-up of Swinerton projects and co
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1000049191
Unanet CRM Project Description Guide
NOTE - When entering project descriptions DO NOT use more than one description box for each "Type" o
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1000049194
Unanet CRM Photo Guide
GENERAL PHOTO GUIDELINES
Unanet will not upload photos with, commas, periods, non-text or numeri
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1000056082
How To: Add Project References and Testimonials
When should a Project Reference be added?
A Project Reference is used to designate contacts that c
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1000056548
What I Need to Know: Project Experience Guide
The following article and video discusses how to search for specific project experience using five d
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1000056844
How To: Process for Tracking Project Awards (Won vs. Lost)
All project awards should be tracked in Unanet regardless of whether the award was won or lost. Plea