This article will take you through the setup required for generating tender analysis reports in UniPhi. Create tender codes in the chart...

Metrics are formula based fields that appear in the Budget sub-nav in the Costs or Revenue modules. Only Administrators can set this up....

With UniPhi version 20 and above, you can use our copy/paste from Excel functionality to bulk import your contracts, deliverables, and...

Completion dates are critical milestones in any project, especially when contracts include provisions like liquidated damages for delays....

Start by going to the Contracts module and drill into your project . Select the contract and scroll to the Extension of Time panel at...

Currently, there isn’t a "duplicate" or "copy" button for templates. Below is our recommended method for creating a duplicate of an...

Timesheets are approved from within the Timesheets module . When a user has submitted their timesheet hours for approval, a sub-nav...

In UniPhi , Admins can configure penalty rates, which can be selected when users enter their timesheets. Selecting a penalty rate will...

Administrators can configure multiple currencies in UniPhi. Setting up currencies can then allow users to run projects, report on your...

In UniPhi, you can save your most used reports to a favourites folder called "My Reports". To save a report, open it and press the "Add...

In UniPhi, Administrators can set up standard cost/charge rates for resources from their profile. With UniPhi 20 and above, you can also...

A common query we receive is "I have created a project but cannot find it in the default list on the Summary module". The most likely...

The Expense Claim interface is found in the Timesheets module. This function is used to process one-off payments that don't require a...

This article takes you through how to change an existing user's organisation or site. Video tutorial: Start by going to the Resources...

If you log out of UniPhi and have forgotten your password, you should be able to reset it yourself by pressing the "forgot password"...

Go to the menu icon on the left hand side of the screen. Click on your profile image at the top of the menu. On the bottom right of your...

Usually, to delete a deliverable or variation, you simply press the bin icon on the left hand side of the item. However, if you have...

In UniPhi, you can group multiple deliverables underneath one 'heading' or 'parent' delibverable as seen below: The same can be done for...

Some of the reasons for wanting to delete a resource include: removing a duplicate Someone no longer works at the company Remove...

You can find the users who have or haven't set up their UniPhi ID by: Open the menu on the top left hand side of the screen. Go to...