Nov 27, 20232 min read9. How to Create/ Import BudgetsAs a faster method of creating your cost budgets, you may also choose to import your data into UniPhi from Excel. The excel sheet may be...
Nov 27, 20231 min read40. Team Selector (Single)The Team Selector (Single) option allows for selection of a single Team Member from the Resource Pool. Source of Data The Resource Pool...
Nov 27, 20231 min read2. Adding ResourcesAn important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply select the...
Nov 27, 20231 min read5. Create and Edit Locations/RegionsUniPhi can categorise projects into geographical locations, which allows for analysing portfolio data per specific region, or location....