API
Added /api/EmploymentType and /api/RateMultiplier
Added PersonProject and PersonRole API endpoints to manage resources on UniPhi projects
Added support for the Client Credential OAuth flow, this is intended to replace the deprecated Basic Authentication and the Password OAuth flow
Authentication
Charts
Embedded charts in the Documents, Issues and Risks tabs will now be filtered by all column filters on the associated tables of data in those screens
Contracts
Added a chart picking interface to the contract list for a project screen
Added a configuration setting to specify the next AR Invoice No
Added Contract Custom Field template variables
Contract summary tables now have column picking functionality
Custom fields have been added to contracts
The Last Claim interface will now allow the modification of Lump Sum Deliverables and Variations
Costs / Revenue
Added additional charts and a chart picking interface to the Costs and Revenue tabs
Costs
Added ability to add a comment against each budget line
Added the ability to clear the current Budget across a portfolio of projects
It is now possible to import Untendered forecast via the Excel copy/paste
Documents
A record is now taken every time a person views or downloads a UniPhi document
Added a new "Document View" license which allows you to share specific UniPhi documents with external parties by sending them an email link
Added a new Register tab for managing the storage, version control and transmittal of files such as design drawings
Added the ability to Combine PDFs in the Documents Tab, Contracts Completed Claims tab, and when saving an individual document to pdf
Implement column picking and column filtering in Documents tab
PDF documents which contain annotations (comments) will have those automatically extracted when uploaded into the Document -> Register tab
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
Added ability to generate an issue from a File or Annotations, linking the two together for collaboration
Notifications
Administrators may now configure the email notification schedule under Configuration -> System
Projects
Added ability to add charts to the Portfolio Summary screen
Added column filtering to the issue summary screen
Added column filtering to the portfolio summary screen
The project details screen is now highly customisable, with the ability to select from a suite of highlight boxes and charts
Rates
There is now a Cost Rate Multiplier field in Person Rate History, to go along with the existing Charge Rate Multiplier
Reports
Added Program Earned Value report
Added Programme Transactions Preview report
Added Resource Plan Export report
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 Module
Rates for Classifications and People can now be defined on a per-project basis
Resources
Column filtering added to resources tables
Risks
Added column filtering to Risks dashboard
You may now define multiple risk rating methodologies, each UniPhi project is then assigned one methodology
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 project's current lifecycle phase to the one specified in the template configuration
Timesheets
Added a Timesheet Admin report folder, with reports specifically for Timesheet Admin licensed users which let them review and manage timesheets for their Organisation
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.
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