Overview Previously, approvals were tied strictly to license levels. Now, UniPhi supports a hybrid model where approvals can be driven by Project Roles  (Method 1) or Specific Individuals  (Method 2). Method 1: Role-Based Approval (Updated) This method updates the existing functionality found in your global settings. Previously, you selected an "Approver License Level." Now, you select a specific Role . Where to find it:  Go to Configuration > Timesheet Settings . What change

UniPhi enables powerful financial forecasting by combining your actual costs with your future resource plans. The Calculations Actuals (ACWP):  Derived from the timesheets and expenses already entered into the system (as covered in Sections 2 & 3). Estimate to Complete (ETC):  Derived from the Forecast Resource Plan . UniPhi calculates this by taking the remaining forecast hours for every resource and multiplying them by their future charge/cost rates. Estimate at Completion

Before you can raise a claim using the Contract-Based method, you must configure the document template and system settings to ensure UniPhi captures the correct data. Step 1: Configure the Document Template Navigate to Configuration > Templates . Create a new template or edit an existing one (e.g., "Client Payment Claim"). Add the Invoice Step:  Ensure the template has at least one step containing the "Invoice"  Input Object Type. Critical Setting:  In the settings for this I

The Resource Planning module is the engine room for your project budget and forecast. The new interface  allows you to manage three distinct data sets, visualized as lines on the chart: Green Line (Actuals):  Locked data coming from timesheets. Blue Line (Budget/Baseline):  Your original approved plan. Red Line (Forecast):  Your current "Estimate to Complete" (ETC) . Creating the Budget (Blue Line) The budget represents your baseline. Import from Excel:  You can import a budg