Jan 125 min read11. Adding and Deleting Roles to Existing ResourcesAdding Roles: You can assign additional roles to a resource at any time. Select the dropdown to the right of the resource and select the...
Jan 111 min read12. Scheduling DatesDates are used to assist in resource planning, forecasting costs to complete, the timeline dashboard displaying the baseline, actual and...
Jan 101 min read13. Time DashboardAll Projects with timelines are displayed via the Reporting module > Dashboards modules A number of filters are available to assist users...
Jan 92 min read14. Revenue Estimations, Quotes and ProposalsUniPhi captures a range of information which can then pre-populated into a UniPhi document, e.g. generating a proposal for a client. The...