Overview Financial reports assist in tracking the performance of bids, profits and cash flow at a project, program and portfolio level....

UniPhi can tag projects with unlimited classifications (through the adding of project custom fields by your System Administrator). These...

UniPhi uses information entered into the Revenue, Costs, Contracts, Resource and Timesheet modules to calculate project KPI’s from an...

Revenue by Project This report displays the total amount of revenue for a specified date range including the breakup of each project that...

Project Analysis Report The purpose of the report is to provide users with an overview of their portfolio of projects financial...

Forward Workload Forecast This report is an aggregated report summing up Revenue per service line and location, grouped by region. The...

Projects need to be created and data attributed to provide information that’s utilised at the reports and dashboard level. Each business...

An important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply press the...

If the resource contact does not already exist you can create a new resource. Resources in UniPhi are split into 2 main types: Contacts...

You can also create Assets in UniPhi as Resources. To create an Asset when creating a new project, select the Asset option from the...

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...

Dates are used to assist in resource planning, forecasting costs to complete, the timeline dashboard displaying the baseline, actual and...

All Projects with timelines are displayed via the Reporting module > Dashboards modules A number of filters are available to assist users...

UniPhi captures a range of information which can then pre-populated into a UniPhi document, e.g. generating a proposal for a client. The...

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...

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...

The Revenue can be phased by clicking on the Manual Phasing icon. The resulting screen will be displayed: The above view presents the...

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...

When a budget that has been agreed with key stakeholders, it should be baselined. Subsequent budget versions (snapshots) can be captured...

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...