Nov 28, 20231 min1. Creating ProjectsProjects need to be created so that all related items remain associated with an individual project, for example all documents and issues...
Nov 27, 20231 min2. Adding ResourcesAn important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply select the...
Nov 26, 20235 min3. Project DetailsParent Project: UniPhi allows for a program of works within a portfolio to have an unlimited number of “child” projects underneath it....
Nov 25, 20233 min4. ResourcesWithin UniPhi, resources are typically people, though in some cases resources may be materials. For the context of this manual, we will...
Nov 24, 20231 min5. Organisations & SitesOrganisations and sites are effectively the company or companies that a contact resource is associated with. Organisations refer to the...
Nov 23, 20232 min6. BudgetsThe first step in post contract management is to establish the original budget that you will track commitments. These budgets may be used...