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1. Creating Projects
Projects need to be created so that all related items remain associated with an individual project, for example all documents and issues...
Nov 28, 20231 min read


2. Adding Resources
An important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply select the...
Nov 27, 20231 min read


3. Project Details
Parent Project: UniPhi allows for a program of works within a portfolio to have an unlimited number of “child” projects underneath it....
Nov 26, 20235 min read


4. Resources
Within UniPhi, resources are typically people, though in some cases resources may be materials. For the context of this manual, we will...
Nov 25, 20233 min read


5. Organisations & Sites
Organisations and sites are effectively the company or companies that a contact resource is associated with. Organisations refer to the...
Nov 24, 20231 min read


6. Budgets
The first step in post contract management is to establish the original budget that you will track commitments. These budgets may be used...
Nov 23, 20232 min read
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