Search found 164 matches

by grahameldridge
Tue Jul 25, 2017 4:12 pm
Forum: UniPhi 13 (Future Release)
Topic: Add issue actions from an issue template
Replies: 0
Views: 831

Add issue actions from an issue template

With UniPhi, you can create issue templates according to the needs of your organisation. An issue template can be configured to include a predefined set of actions. These actions can have due dates, and be assigned to particular roles. All you need to do is select the issue template when you are cre...
by grahameldridge
Tue Jul 25, 2017 2:01 pm
Forum: UniPhi 13 (Future Release)
Topic: Restrict access to a chart of accounts according to licence level
Replies: 0
Views: 508

Restrict access to a chart of accounts according to licence level

Your chart of accounts (aka cost or revenue structure) is unique to your organisation. Typically the structure is defined by your finance/accounts department, or through your accounting software. UniPhi allows you to set up your chart of accounts to whatever structure, and whatever level of detail y...
by grahameldridge
Fri Jul 21, 2017 1:28 pm
Forum: Ask a question, or provide feedback
Topic: My "Previously Claimed" value is incorrect
Replies: 0
Views: 805

My "Previously Claimed" value is incorrect

When producing a progress claim UniPhi calculates and displays a number of financial fields within the document. These include the value of the contract, plus any variations, the amount that you are claiming/paying, and the amount that was previously claimed. The previously claimed value requires Un...
by grahameldridge
Thu Jul 20, 2017 4:17 pm
Forum: UniPhi 13 (Future Release)
Topic: View the tasks assigned to other people on your team
Replies: 0
Views: 528

View the tasks assigned to other people on your team

The My Work / Summary tab is a great way to view all of the work items that have been assigned to you. It is a fantastic to-do list. UniPhi also allows you to "see" the work that has been assigned to your team member colleagues. All you need to do is go to Portfolio Summary tab, change the...
by grahameldridge
Thu Jul 20, 2017 1:25 pm
Forum: UniPhi 13 (Future Release)
Topic: Link an Issue to a Milestone
Replies: 0
Views: 573

Link an Issue to a Milestone

This feature links a couple of UniPhi concepts. Those being, Issues, Schedule, and Milestones. It stands to reason that project milestones fit within your scheduled life-cycle phase, and that issues and actions will require completion before you can more to the next phase of your project. UniPhi the...
by grahameldridge
Tue Jul 18, 2017 4:54 pm
Forum: UniPhi 13 (Future Release)
Topic: Use your own Issue Custom Fields as filters
Replies: 0
Views: 498

Use your own Issue Custom Fields as filters

Issues are great. They are visible to people working on the project team and allow for effective collaboration. You can filters issues according to their status (open, closed, and awaiting review), or according to their category (as defined by your organisations administrator). You can even sort you...
by grahameldridge
Tue Jul 18, 2017 2:56 pm
Forum: UniPhi Features
Topic: "S" Curve Cash Flow Phasing Algorithm
Replies: 0
Views: 930

"S" Curve Cash Flow Phasing Algorithm

This feature allows you to create a benchmarked s-curve of cash flow for your project. The new benchmark cash flow phasing algorithm actually references your own data in order to calculate the spread of costs across your project. From your contract tab, you can select the auto phasing button. Auto P...
by grahameldridge
Tue Jul 18, 2017 2:51 pm
Forum: UniPhi Features
Topic: Cash Flow Adjustments of Time
Replies: 0
Views: 477

Cash Flow Adjustments of Time

UniPhi's phasing algorithm allows you, at the press of a button, to know and actually see with a high degree of certainty the expected rate at which their project will draw down on their funds or earn their value. The output is an s-curve profile that is phased according to the earned value profile ...
by grahameldridge
Tue Jul 18, 2017 2:49 pm
Forum: UniPhi Features
Topic: Replacing "Change Requests" with fomalised budget approval
Replies: 0
Views: 540

Replacing "Change Requests" with fomalised budget approval

UniPhi 12 brought about a new way of implementing change request through delegations of authority enhancements, expansion of our budget template control and a re-design of the budget snapshot process. So how does it all work? Once a budget, either Cost or Revenue - it works the same for both sides, ...
by grahameldridge
Tue Jul 18, 2017 2:46 pm
Forum: UniPhi Features
Topic: Issues Dashboard
Replies: 0
Views: 530

Issues Dashboard

The Issues Dashboard view was a feature release of UniPhi 12. The purpose of the Issues Dashboard is to neatly and accurately display the issues which have been logged across your organisation. As with most UniPhi tabs, there are numerous filters available to you can quickly and easily produce whate...

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