top of page


Non-Working Day Calendars in UniPhi
Overview Non-working day calendars define which dates are treated as working days and which are excluded from calculations. In UniPhi 21, multiple calendars can be created and assigned to different projects. Calendars are primarily used where UniPhi calculates business-day based timeframes, such as: Contractual response periods Issue and obligation workflows Payment schedule calculations (e.g. certification and due dates) They ensure due dates are calculated correctly without
a few seconds ago2 min read


Tender Analysis Reports
First you will need to ensure all the setup in this article is complete. To find reports for tender analysis go to Reporting > Reports > Benchmark. This is where you will find the Tender Analysis - Rates report and the Tender Analysis - Total Rates and Percentage report. These reports will show all budget snapshots, except for month-end ones, allowing you to compare the snapshots created for the different vendors to determine the most cost-effective option.
34 minutes ago1 min read


Create Metrics and Calculated Columns
An Administrator can create metrics by going to Configuration > Metrics > Calculated Columns. This video goes over how to create metrics: Make sure you have the correct Chart of Accounts selected on the top right corner. Press the yellow + icon to create a new one. Enter the column name, then you can use the fields provided to create the formula. In the example below, we have created a column that will calculate the dollars per fully enclosed covered area. The formula will ta
43 minutes ago1 min read
UniPhi for Outlook Error
This article is to troubleshoot the error message: "We could not sign you in to Outlook, please see the error: {"name":"API Not Supported","message":"The identity API is not supported for this add-in."" The error occurs because Outlook sometimes does not correctly install and synchronise the application with the App Store. Our suggested resolution to this problem is: Remove the application Go to File -> Manage Add Ins My Add-ins Find UniPhi for Outlook, click the 3 dots and r
4 hours ago1 min read
bottom of page
