KNOWLEDGE AREA
ONLINE COURSES
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1. Timesheets Administrators
2. Timesheet As
3. Submit Timesheets
4. Roll Back Timesheets
5. Reports
6. How To Change Timesheet History in Bulk
7. How to Migrate Hours from Existing Timesheet Tasks to New Timesheet Tasks
1. Portfolio Categories and Project Types
2. Creating and Editing Project Sectors
3. Create and Edit Project Types
4. Create and Edit Service Line
5. Create and Edit Locations/Regions
6. Project Lifecycles and Milestones
7. Create and Edit the Project Lifecycle
8. Create and Edit the Project Milestones
9. Project Governance through Roles and Access Levels
10. Create Project Roles
11. Create a Resource Custom Field
12. Programme Reporting
13. Create Project Custom Fields
14. Create and Apply Custom Lists
15. Issue and Risk Reporting through Categories
16. Create and Edit Issue Categories
17. Create and Edit Issue Escalation
18. Create and Edit Risk Categories / Escalation
19. Risk Management via Risk Matrix
20. Create and Edit Risk Likelihoods
21. Create and Edit Risk Consequences
22. Add Risk Levels
23. Apply Risk Levels to the Risk Matrix
24. Contract Methodology Configuration through Contract Status
25. Contract Methodology through Contract Standards
26. Contract Methodology through Variation Categories
27. Workflows using the Issue system
28. Financial Management
29. Create a Chart of Accounts through Import
30. Create a Chart of Accounts through Data Entry
31. Create Financial Years and Periods
32. Edit, Close, or Re-Open Financial Years
33. Non Standard Financial Periods
34. Integration through Templates
35. Template Management
36. Creating a Template
37. UniPhi Templates
38. Template Configuration Details
39. Template Data Entry Details
40. Template Variables and Output Order
41. Create a Simple UniPhi Template Part 1
42. Create a Simple UniPhi Template Part 2
43. The Rich Text Editor Toolbar Part 1
44. The Rich Text Edit Toolbar Part 2
45. Methodology
46. Create and Edit Methodology Folders in the Library
47. Create a Flowchart in the Library
48. Create and Map Library Pages
49. Create a Prioritisation Framework
50. Exporting Documents from UniPhi
1. Current Document Controls
2. Accounting Costs
3. Auto Number
4. Benchmark
5. Budget
6. Cashflow
7. Contract Deliverables
8. Contract Details
9. Contract EOT
10. Contract Registers
11. Contract Variations
12. Custom Check List & Custom Drop Down List
13. Date Selector
14. Distribution List
15. Document Register
16. Document Selector
17. Document Version History
18. Embedded Document
19. Expenses
20. External Comments
21. File Upload / File Upload (Multi)
22. Graph Selector
23. Invoice
24. Issue Details
25. Issue Selector
26. Issue Summary
27. Metrics
28. Monthly Updates
29. Net Budget
30. Net Project Costs
31. Periodic Issue Count by Category/ Location
32. Progress Claim
33. Progress Claim Appendix
34. Project Costs
35. Project Milestones
36. Risk Details
37. Risk Register
38. Risk Summary
39. Team Selector
40. Team Selector (Single)
41. Textbox (Multi Line)
42. Textbox (Single Line)
43. Textbox (Rich)