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Sep 15, 20231 min read
11. Issue Escalation
Issues can be rated according to a High, Medium, or Low priority. Issues can also be assigned to a specific category. By setting priority...
Sep 15, 20232 min read
6. Creating a Document Part 2
1. You will need to select the document template that you would like to use when creating your document. If your UniPhi deployment has...
Sep 15, 20233 min read
14. Creating the Revenue Estimate (Video)
Estimating New quotes and proposals can be estimated in the contracts system. Each deliverable estimated is mapped to the Revenue codes...
Sep 14, 20232 min read
15. Creating contract deliverables (Video)
These are the building blocks for creation of the contract you are managing and will provide you the overall total. Deliverables are used...
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