41. Create a Simple UniPhi Template Part 1
To create a basic template: 1. Click in the Methodology > Templates tab. The Document Templates view will be displayed. This lists...
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Oct 22, 20233 min read
42. Create a Simple UniPhi Template Part 2
Template Steps and the Checklist: UniPhi templates are made up of Steps that the user must complete (called the Checklist) to create the...
Oct 21, 20234 min read
43. The Rich Text Editor Toolbar Part 1
The rich text toolbar, displayed below, is available to use with a rich text box and provides functionality for the HTML environment. The...
Oct 20, 20233 min read
44. The Rich Text Edit Toolbar Part 2
22. Enter in text into the rich textbox, formatting as required using the editor buttons: 23. Save your entry. You can use...
Oct 19, 20231 min read
45. Methodology
Methodology - the principles, process groups and business rules that make up the practice of the project management discipline....
Oct 18, 20231 min read
46. Create and Edit Methodology Folders in the Library
To create a Folder: 1. Go to Methodology > Library tab. 2. Click on the Add toolbar icon 3. You will see a drop down...
Oct 17, 20231 min read
47. Create a Flowchart in the Library
Flowcharts need to be created in a third party application such as Visio. Visio will allow you to export the chart as a GIF or JPEG...
Oct 16, 20233 min read
48. Create and Map Library Pages
We need to be able to map library pages to the steps in the flowchart. Our end goal is to have users click on a step in the flowchart and...
Oct 16, 20231 min read
49. Create a Prioritisation Framework
Based on an organisation’s own methodology, UniPhi allows for the creation of a prioritisation framework to help prioritise their...
Oct 15, 20231 min read
50. Exporting Documents from UniPhi
Within the Admin tab, Administrators are able to export document from the system. This may be required at the end of a project and once...
Oct 14, 20231 min read
51. Manage the Notification Schedule
With UniPhi 20 and above, users with Administrator access can configure the notification schedule for their deployment. This is done by...
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