1. Portfolio Categories and Project Types
UniPhi classifies all projects according to portfolio categories: · Sectors · Service lines · Locations · ...
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Nov 30, 20231 min read
2. Creating and Editing Project Sectors
Project sectors are generally created at the initial set up of UniPhi, though it is possible to create additional, or to edit existing...
Nov 29, 20231 min read
3. Create and Edit Project Types
Project types are typically created upon system deployment, though they can be modified at any time. If you do need to edit or create new...
Nov 28, 20231 min read
4. Create and Edit Service Line
Service lines are another way of filtering for information in UniPhi. The service line filter is generally focused on the various revenue...
Nov 27, 20231 min read
5. Create and Edit Locations/Regions
UniPhi can categorise projects into geographical locations, which allows for analysing portfolio data per specific region, or location....
Nov 26, 20232 min read
6. Project Lifecycles and Milestones
Project lifecycle phases are used to track the stage gates of a project as it progresses from one phase to the next. These phases are...
Nov 25, 20232 min read
7. Create and Edit the Project Lifecycle
The project lifecycle phases are created by the administrator and is designed to match your existing project management methodology and...
Nov 24, 20232 min read
8. Create and Edit the Project Milestones
The project milestones can be applied to a project via two methods. Manually or using a template of predefined milestones. A resource in...
Nov 23, 20233 min read
9. Project Governance through Roles and Access Levels
Project governance is the method for ensuring a project can resolve issues and remains within its defined delegations of scope and...
Nov 22, 20231 min read
10. Create Project Roles
A standard set of project roles will be deployed by default however, as organisations become more familiar with the functionality of...
Nov 21, 20232 min read
11. Create a Resource Custom Field
Resources within UniPhi are categorised as being · Organisation – The trading entity or “brand” that you are dealing with. The...
Nov 20, 20231 min read
12. Programme Reporting
Key to UniPhi’s unique features is its flexibility in the way that an organisations administrator user can configure much of the...
Nov 19, 20233 min read
13. Create Project Custom Fields
To create a project custom field: 1. From the side menu select Configuration > Project, navigate to the Custom Fields tab and...
Nov 18, 20232 min read
14. Create and Apply Custom Lists
To create a new Custom List: 1. Click Configuration > Custom Lists to display the Custom Dropdown Lists box: 2. Click the...
Nov 17, 20231 min read
15. Issue and Risk Reporting through Categories
Managing issues and risks is important to reduce negative impacts on projects, and to generally collaborate and track progress towards...
Nov 16, 20231 min read
16. Create and Edit Issue Categories
Issue categories are used to identify issues according to their specific type, as well as to group issue information for use in documents...
Nov 15, 20231 min read
17. Create and Edit Issue Escalation
Issue escalation levels are designed to prioritise issues by ranking them against user specified levels. Escalation levels are a useful...
Nov 14, 20231 min read
18. Create and Edit Risk Categories / Escalation
Risk categories serve much the same purpose as Issue categories, and the process for creating and modifying them is largely the same. To...
Nov 13, 20231 min read
19. Risk Management via Risk Matrix
Risks are events or actions that, if they occur, have the potential to hinder the progress of a project and impact negatively on a...
Nov 12, 20231 min read
20. Create and Edit Risk Likelihoods
To add risk likelihoods: 1. Go to Configuration > Risks and scroll to the Risk Likelihood box 2. Click the Add button to...
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