Jan 171 min read7. Create a ProjectProjects need to be created and data attributed to provide information that’s utilised at the reports and dashboard level. Each business...
Jan 161 min read8. Adding Resources An important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply press the...
Jan 151 min read9. Creating Contact ResourcesIf the resource contact does not already exist you can create a new resource. Resources in UniPhi are split into 2 main types: Contacts...
Jan 131 min read10. Creating an Asset ResourceYou can also create Assets in UniPhi as Resources. To create an Asset when creating a new project, select the Asset option from the...