Organisations and sites are effectively the company or companies that your organisation engages with. Organisations refer to the company...

UniPhi categorises all people resources as internal or external contacts. Importantly these resource contacts can also be assigned to...

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...

Navigating resource contact information via the Resources tab is quite straight forward. Filters exist to help narrow your search so that...

Correspondence The correspondence panel displays all UniPhi generated interactions that have taken place involving the resource contact...

The contact details for internal contacts features the capability to attach a signature image, and an email signature. This information...

The Projects sub navigation view provides a number of options for managing an internal user’s access to UniPhi projects. The first option...

Viewing Organisations at the highest level will display information about all of the Organisations that you have entered into UniPhi. At...

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

1. Select Summary tab and make sure “All Projects” is selected from the Project filter. 2. Click the yellow New Project icon...

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...

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...

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...

Estimating New quotes and proposals can be estimated in the contracts system. Each deliverable estimated is mapped to the Revenue codes...

These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used...

To create a bottom up or effort-based estimate for your fee you can quickly enter in the effort against resources and classifications. 1....

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...

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...

1. To be able to import from Excel, you will need a contract deliverable spreadsheet with the same layout as the contract...

UniPhi tracks performance against budget. In the Revenue module, the filter for Financial Year can be changed to the current year and the...