How to Create an Extension of Time
Start by going to the Contracts module and drill into your project . Select the contract and scroll to the Extension of Time panel at...
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3 days ago1 min read
How to Duplicate a Document Template
Currently, there isn’t a "duplicate" or "copy" button for templates. Below is our recommended method for creating a duplicate of an...
Nov 71 min read
How to Approve Timesheets
Timesheets are approved from within the Timesheets module . When a user has submitted their timesheet hours for approval, a sub-nav...
Nov 42 min read
How To Configure Penalty Rates
In UniPhi , Admins can configure penalty rates, which can be selected when users enter their timesheets. Selecting a penalty rate will...
Oct 152 min read
How to Set Up Currencies and Conversion Rates
Administrators can configure multiple currencies in UniPhi. Setting up currencies can then allow users to run projects, report on your...
Oct 151 min read
How to Favourite Reports - My Reports
In UniPhi, you can save your most used reports to a favourites folder called "My Reports". To save a report, open it and press the "Add...
Oct 131 min read
Project Specific Resource Rates
In UniPhi, Administrators can set up standard cost/charge rates for resources from their profile. With UniPhi 20 and above, you can also...
Oct 101 min read
Why Can't I Find My Project?
A common query we receive is "I have created a project but cannot find it in the default list on the Summary module". The most likely...
Sep 231 min read
Expense Claims
The Expense Claim interface is found in the Timesheets module. This function is used to process one-off payments that don't require a...
Sep 201 min read
Change a Person's Organisation/Site
This article takes you through how to change an existing user's organisation or site. Video tutorial: Start by going to the Resources...
Sep 201 min read
What to do if I Forgot my Password?
If you log out of UniPhi and have forgotten your password, you should be able to reset it yourself by pressing the "forgot password"...
Aug 211 min read
How to Control Your Email Notification Subscriptions
Go to the menu icon on the left hand side of the screen. Click on your profile image at the top of the menu. On the bottom right of your...
Jul 31 min read
Deleting Multiple Contract Deliverables/Variations
Usually, to delete a deliverable or variation, you simply press the bin icon on the left hand side of the item. However, if you have...
Jun 241 min read
Creating Child Deliverables/Variations in Contracts
In UniPhi, you can group multiple deliverables underneath one 'heading' or 'parent' delibverable as seen below: The same can be done for...
May 161 min read
Deleting Resources
Some of the reasons for wanting to delete a resource include: removing a duplicate Someone no longer works at the company Remove...
May 151 min read
How do I know who has linked their UniPhi ID?
You can find the users who have or haven't set up their UniPhi ID by: Open the menu on the top left hand side of the screen. Go to...
May 151 min read
Automatic Project ID Creation
In UniPhi, the project ID can be automatically created when you add a new project. There is no setting to turn on this function. It will...
May 151 min read
How do I change a person's license/access level?
Only system administrators can assign licenses in UniPhi. To edit a resource’s license, go to the Resources Module and search for the...
May 151 min read
How do I unlock my UniPhi account?
If you enter the incorrect password more than 5 times, your account will be locked for security purposes. You will need to contact...
May 151 min read
How to Edit Document Sign Off Roles
Only System Administrators can change the role that is required to sign off documents. To do this, follow the steps below: Go to the menu...
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