1. Financial Reporting
Overview Financial reports assist in tracking the performance of bids, profits and cash flow at a project, program and portfolio level....
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Jan 222 min read
2. Filters in Reports
UniPhi can tag projects with unlimited classifications (through the adding of project custom fields by your System Administrator). These...
Jan 211 min read
3. Key Performance Indicators
UniPhi uses information entered into the Revenue, Costs, Contracts, Resource and Timesheet modules to calculate project KPI’s from an...
Jan 201 min read
4. Cash Flow Reports
Revenue by Project This report displays the total amount of revenue for a specified date range including the breakup of each project that...
Jan 194 min read
5. Profitability Reports
Project Analysis Report The purpose of the report is to provide users with an overview of their portfolio of projects financial...
Jan 181 min read
6. Resource Planning and Admin Reports
Forward Workload Forecast This report is an aggregated report summing up Revenue per service line and location, grouped by region. The...
Jan 171 min read
7. Create a Project
Projects need to be created and data attributed to provide information that’s utilised at the reports and dashboard level. Each business...
Jan 161 min read
8. Adding Resources
An important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply press the...
Jan 151 min read
9. Creating Contact Resources
If the resource contact does not already exist you can create a new resource. Resources in UniPhi are split into 2 main types: Contacts...
Jan 131 min read
10. Creating an Asset Resource
You can also create Assets in UniPhi as Resources. To create an Asset when creating a new project, select the Asset option from the...
Jan 125 min read
11. Adding and Deleting Roles to Existing Resources
Adding Roles: You can assign additional roles to a resource at any time. Select the dropdown to the right of the resource and select the...
Jan 111 min read
12. Scheduling Dates
Dates are used to assist in resource planning, forecasting costs to complete, the timeline dashboard displaying the baseline, actual and...
Jan 101 min read
13. Time Dashboard
All Projects with timelines are displayed via the Reporting module > Dashboards modules A number of filters are available to assist users...
Jan 92 min read
14. Revenue Estimations, Quotes and Proposals
UniPhi captures a range of information which can then pre-populated into a UniPhi document, e.g. generating a proposal for a client. The...
Jan 81 min read
15. Revenue Budgets
When a project is in its early pre-sale phase, an estimate of the potential Revenue can be made in the Revenue module. The Revenue budget...
Jan 71 min read
16. Importing 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...
Jan 62 min read
17. Phasing a Revenue Budget
The Revenue can be phased by clicking on the Manual Phasing icon. The resulting screen will be displayed: The above view presents the...
Jan 51 min read
18. Paste Phasing from Excel
It is also possible to paste phased data directly from an Excel file. This can be done for Actuals, Forecast and Budgets. 1. In the...
Jan 41 min read
19. Create Budget Snapshot
When a budget that has been agreed with key stakeholders, it should be baselined. Subsequent budget versions (snapshots) can be captured...
Jan 32 min read
20. Comparing Budgets
Once you have create a snapshot of your budget, you will be able to compare budget versions. This is useful to analyse the impact to your...
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