1. Current Document Controls
The following pages present examples of both the template design view, configurable options, and the resulting output document view for...
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Jan 41 min read
2. Accounting Costs
This object will present periodic financial information for the project. Source of Data The source of the data is the UniPhi Costs system...
Jan 32 min read
3. Auto Number
This creates an automated number. Depending on the settings the auto number may be a sequential number, or a unique number. The auto...
Jan 21 min read
4. Benchmark
The Benchmark control is used to associate your project data with data that has been captured against other projects. This is useful for...
Jan 11 min read
5. Budget
The Budget object is used to display varying levels of financial information as relevant to your project Source of Data Data comes from...
Dec 31, 20231 min read
6. Cashflow
Presents project level phased cashflow details from either cost of fees tabs. Source of Data The cashflow data is presented in three...
Dec 30, 20231 min read
7. Contract Deliverables
The contract deliverables object is used to display line item details of a contract for the project. This is useful in reporting for Cost...
Dec 29, 20231 min read
8. Contract Details
The Contract Details object is a contract selector to associate a document with a contract. This also allows for contract oriented...
Dec 28, 20231 min read
9. Contract EOT
The Contract Extension of Time (EOT) object provides for preparing a document that supports a record of an approval process for an...
Dec 27, 20231 min read
10. Contract Registers
The Contract Registers object provides for listing variations, progress claims, extensions of time and requests for information that...
Dec 26, 20232 min read
11. Contract Variations
The Contract Variations object displays the details of variations that relate to a contract within a project. It is used for documents...
Dec 25, 20231 min read
12. Custom Check List & Custom Drop Down List
Custom lists are used to provide selection options that are fully configurable and specific to your organisation. The content of the...
Dec 24, 20231 min read
13. Date Selector
The Date Selector input object provides for either manual entry or a calendar selector. Source of Data The source of the data is the...
Dec 23, 20231 min read
14. Distribution List
A distribution list is used to validate the transmittal records for specific documents. While transmittal records are automatically...
Dec 22, 20231 min read
15. Document Register
Source of Data Template View Document Edit View Document Output View
Dec 21, 20231 min read
16. Document Selector
The Document Selector allows you to attach an existing UniPhi document into your template. Note: the document(s) that you wish to attach...
Dec 20, 20231 min read
17. Document Version History
The document history object provides a listing of all the edit sessions for the document. Source of Data The source of this is the...
Dec 19, 20231 min read
18. Embedded Document
Allows you to embed a previously prepared document into the document that you are generating. Source of Data The selection of a document...
Dec 18, 20231 min read
19. Expenses
Source of Data Template View Document Edit View Document Output View
Dec 17, 20231 min read
20. External Comments
External Comments are an extension of UniPhi issues. The design of this control is to simply include comments (issues) which have been...
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