Data Uptake

Mar 15, 20243 min read

1. How to Import a Chart of Accounts

Create Chart of Accounts through Import There are two methods for creating a chart of accounts. If your chart is large and comes from an...

Mar 14, 20241 min read

Start by creating the necessary data. Access the Export to Excel option by going to the hamburger menu, navigate to reporting, and select...

Mar 13, 20241 min read

To get started, go to the Resources module at the top Once you're in the Resources module, click on the "Import" option, and from the...

Mar 12, 20241 min read

1. Select the Risks module from the top menu and click on the Import button. 2. Make sure you Excel register includes the following...

Mar 11, 20241 min read

As a faster method of creating your budgets, you may also choose to import your data into UniPhi from Excel. The excel sheet may be...

Mar 10, 20241 min read

UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel spreadsheet. As per the screenshots...

Mar 9, 20241 min read

Importing Contract Variations UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel...

Mar 8, 20241 min read

Phasing can be imported from Excel to update the budget or the forecast. This reduces the need to enter data and duplicate work. 1....