1. Creating Organisations & Sites
Organisations and sites are effectively the company or companies that your organisation engages with. Organisations refer to the company...
top of page
Sep 27, 20232 min read
2. Creating a Resource
UniPhi categorises all people resources as internal or external contacts. Importantly these resource contacts can also be assigned to...
Sep 26, 20231 min read
3. Linking a Resource to a Site
To link an existing contact resource to a site, simply drill into the specific site, and select the Add Contacts icon. Find the site by...
Sep 25, 20231 min read
4. Viewing External Resources
Navigating resource contact information via the Resources tab is quite straight forward. Filters exist to help narrow your search so that...
Sep 24, 20231 min read
5. Correspondence, Projects, Team sections
Correspondence The correspondence panel displays all UniPhi generated interactions that have taken place involving the resource contact...
Sep 23, 20231 min read
6. Viewing Internal Resources (Staff)
The contact details for internal contacts features the capability to attach a signature image, and an email signature. This information...
Sep 22, 20232 min read
7. Projects View for Internal Staff
The Projects sub navigation view provides a number of options for managing an internal user’s access to UniPhi projects. The first option...
Sep 20, 20231 min read
8. Viewing Organisations & Sites
Viewing Organisations at the highest level will display information about all of the Organisations that you have entered into UniPhi. At...
Sep 19, 20231 min read
9. Creating New Projects (Video)
Projects need to be created and data attributed to provide information that’s utilised at the reports and dashboard level. Each business...
Sep 19, 20235 min read
10. Creating New Projects Part 2
1. Select Summary tab and make sure “All Projects” is selected from the Project filter. 2. Click the yellow New Project icon...
Sep 18, 20231 min read
11. Copy a Project
UniPhi allows you to copy an existing project instead of creating a project from scratch. To copy a project: UniPhi allows you to copy an...
Sep 17, 20231 min read
12 Adding a Resource to a Project (Video)
Select the blue Add Resource icon in the Resources box, select Internal or External from the filter. You may now scroll up or down to...
Sep 16, 20231 min read
13. Adding and Deleting Roles to existing Resources (Video)
Adding Roles: You can assign additional roles to a resource at any time. Select the dropdown icon next to the role you wish to add and...
Sep 15, 20233 min read
14. Creating the Revenue Estimate (Video)
Estimating New quotes and proposals can be estimated in the contracts system. Each deliverable estimated is mapped to the Revenue codes...
Sep 14, 20232 min read
15. Creating contract deliverables (Video)
These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used...
Sep 13, 20231 min read
16. Create a bottom-up Estimate
To create a bottom up or effort-based estimate for your fee you can quickly enter in the effort against resources and classifications. 1....
Sep 12, 20231 min read
17. Effort based estimates as lump sums
An effort-based estimate can be used to provide a lump sum fee proposal and invoice to a client. The outputs from UniPhi in documents...
Sep 11, 20231 min read
18. Dates and Time sheeting
The start dates and end dates are also used in the timesheet system for members of the project team to filter their timesheets to only...
Sep 10, 20231 min read
19. Importing contract deliverables – from Excel
1. To be able to import from Excel, you will need a contract deliverable spreadsheet with the same layout as the contract...
Sep 9, 20231 min read
20. Track Revenue Performance (Video)
UniPhi tracks performance against budget. In the Revenue module, the filter for Financial Year can be changed to the current year and the...
bottom of page