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...
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Mar 141 min read
2. How to Import projects via Excel
Start by creating the necessary data. Access the Export to Excel option by going to the hamburger menu, navigate to reporting, and select...
Mar 131 min read
3. How to Import Resource Contact List
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 121 min read
4. How to Import Risk Registers
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 111 min read
5. How to Import a Budget via Excel
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 101 min read
6. How to Import Contract Deliverables
UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel spreadsheet. As per the screenshots...
Mar 91 min read
7. How to Import Variations
Importing Contract Variations UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel...
Mar 81 min read
8. How to 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....
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