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UniPhi 17 - New scheduling sub module for cash flow and effort

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UniPhi Software, 05 Jul 2021

UniPhi 17 has split out the phasing of a contracts deliverables into two. In prior versions, a user could cash flow a contract by scheduling the deliverables and then using linear monthly phasing across those dates to drive when the forecast of when invoices will be raised. This then consolidates across the portfolio of projects to generate a corporate cash flow profile that can be sliced into states, sectors or any other portfolio subset imaginable.

UniPhi 17 expands this functionality considerably by adding an additional "effort" phasing screen and expanding the phasing algorithms to include other linear methods (i.e. quarterly, half year and yearly) as well as a standard "s" curve for main building contracts.

New effort view for contract schedule

The effort screen is only available for revenue contracts and only when you have developed your contract values from a bottom up estimate of task and assignment. By assigning resources to tasks and phasing out the effort, the end user instantly has a baseline earned value profile for that project. Note we can then cash flow at a higher level for milestone claims and as these don't represent the effort profile, both are catered for.

Feedback to the end user is presented in the form of total contract hours estimated, current actual hours and forecast remaining. Updated schedules push out the remaining hours only.

A baseline function enables users to compare current forecast to the original profile and also is the trigger for the budgeted cost of work scheduled when assessing earned value on the deliverable.

Finally, the hours phased in the contract screen push to the resource planning module to provide a bottom up cumulative effort profile for each person on the project, enabling a virtuous circle from proposal estimate to project management to timesheets to invoicing to cash flow to profitability to resource planning and back to estimating at completion costs.

This to our knowledge, is the only system in the world capable of doing this.

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