UniPhi provides a comprehensive solution for the commercial management of major projects. The primary goal is to generate key commercial reports and outcomes, including: Client Invoicing   Joint Venture (JV) / Alliance / Subcontractor Invoicing   Estimate to Complete (ETC) and Estimate at Completion (EAC) Reporting   Earned Value (EV) Reporting   Before you can achieve these outcomes, you must establish a set of Foundational Data . This includes setting up your WBS, resource

A Work Breakdown Structure (WBS) is a foundational data requirement for all commercial management. In UniPhi, the WBS is typically set up using the project list. How to Create Your WBS You can import and maintain your WBS in UniPhi using several methods: Copy/Paste from Excel:  Use the copy/paste feature in the Summary tab . API: Programmatically import and maintain the WBS using the UniPhi API. Manual Entry:  Create projects one by one in the Summary tab . Structuring Your

How to Create Your Resource Pool You can import and maintain your resource list using three methods: Copy/Paste from Excel:  Use the copy/paste import feature in the Resources tab . API: Programmatically import and maintain the list using the UniPhi API. Manual Entry:  Create users one by one in the Resources tab . Required Resource Fields When importing or creating resources, the following fields are required at a minimum: EmployeeNo / Contact ID:  This is the critical key

Once your resource pool and classifications are set up, you must assign charge rates. Methods for Managing Rates UniPhi supports two primary methods for managing rates: Rates by Classification (Most Common):  You enter the rates and any escalation over time at the Resource Classification  level. These rates then automatically cascade down to every person assigned to that classification. Rates by Individual:  You enter specific rates and escalation plans for each individual pe

All inception-to-date timesheets must be in UniPhi to generate accurate claims. There are two main workflows for capturing this time. Option 1: Direct Timesheeting in UniPhi End users log in and timesheet directly into UniPhi against the specific project WBS. This method generally leads to better quality project data  and a smoother commercial management process. Option 2: Importing from a Home Finance System End users timesheet in their corporate "home" finance system (like

When you use a hybrid workflow or import time from a home finance system, you must reconcile the two data sets to ensure accuracy.

Expenses can be imported in bulk by an administrator before being assigned to specific contracts. Navigation:  Configuration > Timesheet > Expenses Steps to Import Prepare Data:  Ensure your expense data from the corporate finance system includes the Project ID, Amount, Date, and Supplier. Import: Use the import tool in this configuration screen to upload the bulk expense file. Review: Verify that expenses have been imported correctly. Post-Import Processing Once imported,