Ability
Added ability to mark a project custom field file or image attachment as "Is Public", which allows anonymous access to the file for uses such as embedding in an external system like PowerBI or Sharepoint
Added ability to capture a URL against each contract, for having a convenient link to things such as order tracking
Added ability to configure a contract template to move the contract / deliverable status to any specified status on signoff
Added ability to edit the last signed off invoice transactions via the Last Claim contract tab for contracts using the Claim Time or Portfolio Wide Invoice methodology
Added ability to generate a month end snapshot of contract effort and cashflow data on close of a financial period for reporting
Added ability to import contract level resource planning
Added ability to add a comment against each budget line
Added ability to clear the current Budget across a portfolio of projects
Added ability to import Untendered forecast via the Excel copy/paste
Added ability to create Guided Workflows, which ask the person logging an issue a series of configurable questions, the answers to which can optionally trigger Workflows (the data structure formerly known as Issue Templates) to occur
Added ability to generate an issue from a File or Annotations, linking the two together for collaboration
Added ability to add charts to the Portfolio Summary screen
API
API: Added ContractualBillableTime endpoint, which exposes time data with business rules applied such as weekly billable caps, bespoke overtime rules, etc.
API: Added ProjectStatus endpoint
API: Created TimesheetImport endpoint, which accepts transactional timesheet information and imports it into UniPhi, including an error handling
API: You can now create and update projects via the API
API: Added /api/EmploymentType and /api/RateMultiplier
API: Added PersonProject and PersonRole API endpoints to manage resources on UniPhi projects
API: Added support for the Client Credential OAuth flow, this is intended to replace the deprecated Basic Authentication and the Password OAuth flow
Authentication
Charts
Configuration
Configuration: There are now a suite of configuration settings available, including password policy, timesheet, resource, budget, contract and project related settings
Configuration: Administrators may now configure the email notification schedule under Configuration -> System
Contracts
Contracts: Added a Contract No field
Contracts: Added a Portfolio Schedule screen, for reviewing and getting quick access to contract level resource planning across the portfolio of ProjectSummary
Contracts: Program Time & Material expenses imports can now be configured to generate a disbursement entry automatically after marking an expense as revenue billable and mapping it to a UniPhi project
Contracts: When reviewing assignments for deliverables or variations in revenue contracts, it is now possible to also display a cost and margin per assignment. By default this is visible to Administrators only but can be made visible more broadly in the Contract Permissions section of Configuration
Contracts: Added a chart picking interface to the contract list for a project screen
Contracts: Added a configuration setting to specify the next AR Invoice No
Contracts: Added Contract Custom Field template variables
Contracts: Contract summary tables now have column picking functionality
Contracts: Custom fields have been added to contracts
Contracts: The Last Claim interface will now allow the modification of Lump Sum Deliverables and Variations
Costs/Revenue
Costs/Revenue: Added additional charts and a chart picking interface to the Costs and Revenue tabs
Documents
Documents: Added ability to optionally add specific colours to items in a custom dropdown list, this colour is visible as the background colour in the final UniPhi document
Documents: A record is now taken every time a person views or downloads a UniPhi document
Documents: Added a new "Document View" license which allows you to share specific UniPhi documents with external parties by sending them an email link
Documents: Added a new Register tab for managing the storage, version control and transmittal of files such as design drawings
Documents: Added the ability to Combine PDFs in the Documents Tab, Contracts Completed Claims tab, and when saving an individual document to pdf
Documents: Implement column picking and column filtering in Documents tab
Documents: PDF documents which contain annotations (comments) will have those automatically extracted when uploaded into the Document -> Register tab
Expenses
Expenses: Expense Claim Approvals entered via the Timesheets tab can now optionally be pushed to the Costs module as an Actual Cost on signoff. This can be configured by turning on the Include in Project Actual Costs" setting in the Expense Claim Approval template
Files
Files: Added ability to generate an issue from a File or Annotations, linking the two together for collaboration
Issues
Issues and Risks: There is now a per-project auto number assigned to each issue and risk
Notifications
Notifications: Administrators may now configure the email notification schedule under Configuration -> System
PowerBI
PowerBI Embedded: Added export to Powerpoint and PDF function
PowerBI: If using PowerBI embedded, there is now a primary navigation option named "Dashboards" for easier access
PowerBI: You can now limit access to specific PowerBI files based on the viewers Organisation
Projects
Projects: It is now possible to copy project custom fields from a parent project to its children, or from a child project to its parent
Projects: Added column filtering to the issue summary screen
Projects: Added column filtering to the portfolio summary screen
Projects: The project details screen is now highly customisable, with the ability to select from a suite of highlight boxes and charts
Rates
Rates: There is now a Cost Rate Multiplier field in Person Rate History, to go along with the existing Charge Rate Multiplier
Reports
Reports: Added Net Cash Flow by Code
Reports: Created Contract Profitability by Resource report
Reports: Created Expense Claim Export report
Reports: Created Profitability by Project and Service Code report
Reports: Added Program Earned Value report
Reports: Added Programme Transactions Preview report
Reports: Added Resource Plan Export report
Reports: Cashflow: Added Cash Flow Export report - Export actual, forecast or budget values in a format which can be modified then re-imported into the Manual Phasing screen in the Cost or Revenue tab
Resource Planning
Resource Planning: Added a Plan vs Capacity chart to the All Projects -> Resource Planning screen
Resource Planning: Added ability to compare to a portfolio resource plan snapshot in the All Projects view of Resource Planning
Resources
Resources: Added # of contracts count and value to organisation view in resources dashboard all projects
Resources: Classifications now have a rate history, including the ability to forecast future escalated rates at the classification level
Risks
Risks: You may down define multiple risk rating methodologies, each UniPhi project is then assigned one methodology
Templates
Templates: Added a Summary output for both the Contract EoT and Variation registers in the Contract Registers template control
Templates: Issue Detail template control now has additional columns and improved column picking functionality when creating templates. It is also possible to exclude specific issue actions when creating a document.
Templates: Issue Summary template control now has additional columns and improved column picking functionality when creating templates
Templates: Project Milestones template control now has additional columns and improved column picking functionality when creating templates
Templates: Risk Register template control now has additional columns and improved column picking functionality when creating templates
Templates: Added a "Set Project Phase on Document Signoff" optional setting to templates, such that when a document created from that template is signed off, it can act as a stage gate and automatically move the projects current lifecycle phase to the one specified in the template configuration
Timesheets
Timesheets: Added ability to flag Standard Timesheet Tasks as Open/Closed
UI
UI: End users can now define their own dashboard columns in the Project, Issues, Risks and Resources summary screens. Administrators can still define the system defaults
Timesheet Admin
Added a Timesheet Admin report folder, with reports specifically for Timesheet Admin licensed users which let them review and manage timesheets for their Organisation
Resource Module
Resource module Rates for Classifications and People can now be defined on a per-project basis
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