21. Creating Revenue Estimations
Filter for the project you wish to work on from the Projects filter. Go to the Contracts module and click on the Add contract button and...
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Jan 23 min read
22. Creating Contract Deliverables
These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used...
Jan 11 min read
23. Contracts Views
For revenue contracts, the system has four different views which (except for All) provide a subset of the data entered. This is due to...
Dec 31, 20232 min read
24. Importing contract deliverables
UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel spreadsheet. As per the screenshots...
Dec 30, 20233 min read
25. Creating a Quote Document or Proposal
Go to the value sub-nav, and then select the "Start new document workflow" icon. Click create and the template wizard will be displayed...
Dec 29, 20231 min read
26. Contract Maintenance
Once the contract is won and moved to the Active phase contract maintenance is required. UniPhi needs to be updated to provide the...
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