In the Project-Based approach, you do not manage the contract on the individual activity projects. Instead, you create a central "container" project often called a "Finance Project" or "JV Management Project" . Step 1: Create the Finance Project Navigate to the Portfolio/Summary  module. Create a new project. Name it appropriately (e.g., "Project Name - Finance"  or "JV Management" ). This project will act as the central hub for your commercial reporting and claim documents.

Once your Program Revenue contract is created, you must tell it which projects (activities) to bill for. This creates a link between your WBS and your invoicing. Open your Programme Revenue Contract . Navigate to the Contract  (or Value) sub-navigation tab. Add your WBS activities as line items. Because this is a Program contract, the system allows you to select Projects  from a dropdown list instead of just typing text descriptions . Configure the Fee Structure: Fixed Fee /

With your activities linked, UniPhi can instantly calculate the claim value based on the actual work performed. Open the Program Revenue Contract . Click on the Invoice  sub-navigation tab. Select the Invoice Date  (e.g., the end of the month). Review the Calculation: UniPhi will automatically calculate the Claim to Date  value. How it works:  The system looks at every timesheet entered against the linked projects up to that date. It multiplies the hours by the staff member's

To issue a formal claim, you must "freeze" the data. In UniPhi, this is done by creating an Invoice Document. This creates a permanent snapshot  of the records, ensuring that future changes to timesheets do not retroactively alter this specific claim . Why Snapshotting is Critical Timesheets change. Users might correct a mistake from two months ago, or a rate might be updated retrospectively. By creating a document, UniPhi copies the specific timesheet records and rates used

While the UniPhi document freezes the data, the actual file sent to the client is typically a bespoke Excel report generated from that snapshot. Navigate to Reporting > Reports > Admin  (or your project's specific report location). Locate and run the Programme Invoice  report (e.g., NSC Client Invoice). Select the Document:  You will be prompted to select the specific Invoice Document you created in the previous step. Export to Excel if needed. Understanding the Output The re

If you are managing a Joint Venture (JV), you likely need to process invoices from  your partners into  the JV. This allows the JV to pay its partners for the staff costs they have incurred. The "Programme Cost" Contract This process mirrors the client invoicing workflow but uses Cost Rates  instead of Charge Rates. Create a Programme Cost Contract:  In your Finance Project, create a new contract of type Program Cost . Assign the Supplier:  Set the Supplier  field to the JV P