1. Creating Projects
Projects need to be created so that all related items remain associated with an individual project, for example all documents and issues...
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Nov 27, 20231 min read
2. Adding Resources
An important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply select the...
Nov 26, 20235 min read
3. Project Details
Parent Project: UniPhi allows for a program of works within a portfolio to have an unlimited number of “child” projects underneath it....
Nov 25, 20233 min read
4. Resources
Within UniPhi, resources are typically people, though in some cases resources may be materials. For the context of this manual, we will...
Nov 24, 20231 min read
5. Organisations & Sites
Organisations and sites are effectively the company or companies that a contact resource is associated with. Organisations refer to the...
Nov 23, 20232 min read
6. Budgets
The first step in post contract management is to establish the original budget that you will track commitments. These budgets may be used...
Nov 22, 20232 min read
7. Import Budget from Excel
As a faster method of creating your cost budgets, you may also choose to import your data into UniPhi from Excel. The excel sheet may be...
Nov 21, 20232 min read
8. Phasing
UniPhi allows phasing of costs across months. This can be done for Budgets, Contracts and Forecasts and is the starting point in...
Nov 20, 20231 min read
9. Import Phasing
Phasing can be imported from Excel to update the budget or the forecast. This reduces the need to enter data and duplicate work. 1....
Nov 19, 20232 min read
10. Auto Phasing
In order to phase automatically, click on Auto Phasing in the sub-navidation menu. In this screen, the you can either auto phase the...
Nov 18, 20231 min read
11. Linked Account Code Relationships
Code Relationship allows the Start date of the phasing for an item to be determined by its relationship to another cost or revenue item,...
Nov 17, 20231 min read
12. Budget Snapshots
Your UniPhi deployment may be configured to allow budget snapshots, budget approvals, and current budget versions to be created by...
Nov 16, 20231 min read
13. Create an Unrestricted Budget Snapshot
1. To do this you need to select the Camera icon. 2. Enter in the description of the budget, for example “Pre-Tender Estimate” and select...
Nov 15, 20231 min read
14. Create a Restricted Budget Snapshot
Restricted Budget Snapshots can be Original, Approved, or neither. To do this you need to select the Camera icon. Enter in the...
Nov 14, 20231 min read
15. Cost Budget Summary
UniPhi will display your cost budget summary within the Cost module. The information is grouped into the following: Budget = Original...
Nov 13, 20232 min read
16. Creating a Cost Plan Report - Part 1
This section demonstrates how to create a Cost Plan Report within UniPhi via a document template. The document template has been designed...
Nov 12, 20231 min read
17. Creating a Cost Plan Report - Part 2
Benchmarking table The benchmark table allows you to compare metrics of your current project to any other in your database. Additional...
Nov 11, 20233 min read
18. Contracts
Contracts are used in UniPhi as a way of recognising the deliverable items and work that forms the basis of all project engagements....
Nov 10, 20232 min read
19. Creating Contract Deliverables
These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used...
Nov 9, 20231 min read
20. Creating a Lump Sum or Time and Material Deliverable
1. Go to the Contracts Module and select the Value sub navigation within a contract. 2. Select the cost Code which this deliverable...
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