Mar 153 min1. How to Import a Chart of AccountsCreate Chart of Accounts through Import There are two methods for creating a chart of accounts. If your chart is large and comes from an...
Mar 141 min2. How to Import projects via ExcelStart by creating the necessary data. Access the Export to Excel option by going to the hamburger menu, navigate to reporting, and select...
Mar 131 min3. How to Import Resource Contact List To get started, go to the Resources module at the top Once you're in the Resources module, click on the "Import" option, and from the...
Mar 121 min4. How to Import Risk Registers1. Select the Risks module from the top menu and click on the Import button. 2. Make sure you Excel register includes the following...
Mar 111 min5. How to Import a Budget via ExcelAs a faster method of creating your budgets, you may also choose to import your data into UniPhi from Excel. The excel sheet may be...
Mar 101 min6. How to Import Contract DeliverablesUniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel spreadsheet. As per the screenshots...