For consultants using UniPhi as their ERP, every revenue contract should be phased. Here is why, and how to check it in the Phasing grid.

For asset owners, phase cash flow at the cost code level and never at the forecast-to-complete line. Here is why, and how to set it up in UniPhi.

Which level should you phase cash flow at in UniPhi? An overview of phasing depth, phasing methods and the basic rule for asset owners and consultants.

Projects need to be created so that all related items remain associated with an individual project, for example all documents and issues...

An important component of creating a new project is adding resources. If a resource/contact already exists in UniPhi, simply select the...

Parent Project: UniPhi allows for a program of works within a portfolio to have an unlimited number of “child” projects underneath it....

Within UniPhi, resources are typically people, though in some cases resources may be materials. For the context of this manual, we will...

Organisations and sites are effectively the company or companies that a contact resource is associated with. Organisations refer to the...

The first step in post contract management is to establish the original budget that you will track commitments. These budgets may be used...

As a faster method of creating your cost budgets, you may also choose to import your data into UniPhi from Excel. The excel sheet may be...

UniPhi allows phasing of costs across months. This can be done for Budgets, Contracts and Forecasts and is the starting point in...

Phasing can be imported from Excel to update the budget or the forecast. This reduces the need to enter data and duplicate work. 1....

In order to phase automatically, click on Auto Phasing in the sub-navidation menu. In this screen, the you can either auto phase the...

Code Relationship allows the Start date of the phasing for an item to be determined by its relationship to another cost or revenue item,...

Your UniPhi deployment may be configured to allow budget snapshots, budget approvals, and current budget versions to be created by...

1. To do this you need to select the Camera icon. 2. Enter in the description of the budget, for example “Pre-Tender Estimate” and select...

Restricted Budget Snapshots can be Original, Approved, or neither. To do this you need to select the Camera icon. Enter in the...

UniPhi will display your cost budget summary within the Cost module. The information is grouped into the following: Budget = Original...

This section demonstrates how to create a Cost Plan Report within UniPhi via a document template. The document template has been designed...

Benchmarking table The benchmark table allows you to compare metrics of your current project to any other in your database. Additional...