For consultants using UniPhi as their ERP, every revenue contract should be phased. Here is why, and how to check it in the Phasing grid.

For asset owners, phase cash flow at the cost code level and never at the forecast-to-complete line. Here is why, and how to set it up in UniPhi.

Which level should you phase cash flow at in UniPhi? An overview of phasing depth, phasing methods and the basic rule for asset owners and consultants.

Overview Sometimes you are asked to merge two or more WBS codes (UniPhi projects) into one, or to split one WBS code into several. If a resource plan or timesheet hours already exist against those codes, the hours must move too. This article sets out the order of operations for doing that without losing or double-counting hours. It covers: Baseline (Budget) hours Forecast hours Timesheet actual hours You will need UniPhi administrator access and Microsoft Excel. Why the Order