21. Create and Edit Risk Consequences
To add new, and edit existing risk consequences, follow the same steps that you used to create and edit risk likelihoods. Consequences:...
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Nov 10, 20231 min read
22. Add Risk Levels
To Add Risk Levels: 1. Go to Configuration > Risks and scroll to the Risk Levels box 2. Click on the Add button. The below fields will be...
Nov 9, 20231 min read
23. Apply Risk Levels to the Risk Matrix
Once you have entered your organisation or project risk likelihoods, consequences and levels, you are able to use this information to...
Nov 8, 20232 min read
24. Contract Methodology Configuration through Contract Status
Managing contracts is simplified in UniPhi with the ability for administrators to establish contract statuses. By indicating which...
Nov 7, 20231 min read
25. Contract Methodology through Contract Standards
UniPhi allows for the addition of contract standards so that the user can specify the relevant Australian Standard when adding a new...
Nov 6, 20231 min read
26. Contract Methodology through Variation Categories
As contracts are let and the project progresses, it may be necessary to work with variations to the agreed contract. Variations are...
Nov 5, 20233 min read
27. Workflows using the Issue system
The Issues tab is designed to log, track, and report on issues relating to a project. Often issues are common to many projects and the...
Nov 5, 20232 min read
28. Financial Management
Chart of Accounts Budgets, actual and forecast, fees and costs, are managed through UniPhi according to the chart of accounts (CoA). The...
Nov 4, 20233 min read
29. Create a Chart of Accounts through Import
Create Chart of Accounts through Import There are two methods for creating a chart of accounts. If your chart is large and comes from an...
Nov 3, 20232 min read
30. Create a Chart of Accounts through Data Entry
To create a new chart of accounts manually: 1. Go to Configuration > Chart of Accounts, click on the Add button. Enter the name that...
Nov 2, 20232 min read
31. Create Financial Years and Periods
UniPhi has the ability to track the monthly actual, forecast and budgeted revenue and expenditure and report on these on a financial year...
Nov 1, 20231 min read
32. Edit, Close, or Re-Open Financial Years
To edit or close a financial year: 1. Click on the Configuration > Financial Years tab 2. Click on the edit icon to the right...
Nov 1, 20231 min read
33. Non Standard Financial Periods
UniPhi allows you to create financial periods within a financial year to align with your company’s accounting periods. Though most...
Oct 31, 20231 min read
34. Integration through Templates
UniPhi documents are conveniently stored and available “online” as HTML web-based documents via the web application, and offline via the...
Oct 30, 20232 min read
35. Template Management
The Templates management system is found under the UniPhi Methodology system. When you click onto the Templates tab you will notice that...
Oct 28, 20231 min read
36. Creating a Template
UniPhi features two types of template. The first and most valuable in terms of efficiencies and traceability is the UniPhi template....
Oct 27, 20232 min read
37. UniPhi Templates
UniPhi templates are a much more efficient way to create documents based on information stored within UniPhi. UniPhi template settings...
Oct 26, 20232 min read
38. Template Configuration Details
The template configuration panel provides for the meta data and control characteristics of the template and its resulting documents....
Oct 25, 20234 min read
39. Template Data Entry Details
Once the Template configuration details are completed the next stage is the addition of the data entry steps for the template. The screen...
Oct 24, 20232 min read
40. Template Variables and Output Order
Template Variables can be inserted from the toolbar control or by manually typing or copy and paste from the Admin -> Template Variables...
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