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Dec 5, 20232 min read
1. UniPhi ID Authentication
What is a UniPhi ID? A UniPhi ID is a single account associated with your email address that lets you access any UniPhi deployment. Why...
Dec 4, 20231 min read
2. 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...
Dec 3, 20232 min read
3. How to Create a Project Lifecycle
The project lifecycle phases are created by the administrator and is designed to match your existing project management methodology and...
Dec 2, 20231 min read
4. How to Create and Edit Project Locations/Regions
UniPhi can categorise projects into geographical locations, which allows for analysing portfolio data per specific region, or location....
Dec 1, 20231 min read
5. Create Project Register in Excel
1. Go to Hamburger menu at the top and select Reporting > Reports 2. Go to Programme section in the sub-navigation and click on Project...
Nov 30, 20231 min read
6. Import projects via Excel
Start by creating the necessary data. Access the Export to Excel option by going to the hamburger menu, navigate to reporting, and select...
Nov 29, 20231 min read
7. How to Add a Resource to a Project
Select the blue Add Resource icon in the Resources box, select Internal or External from the filter. You may now scroll up or down to...
Nov 28, 20231 min read
8. How to Create a Chart of Accounts
There are 2 ways to create your Chart of Accounts: manual entry or import via excel. Only system administrators can create CoAs. Manual...
Nov 27, 20232 min read
9. How to Create/ Import Budgets
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...
Nov 26, 20231 min read
10. How to Create/Import from Excel Actual, Forecast and Baseline Cash Flows
Phasing can be imported from Excel to update the budget or the forecast. This reduces the need to enter data and duplicate work. 1....
Nov 25, 20233 min read
11. How to Create a Contract
1. Filter for the project you wish to work on from the Projects filter 2. Go to the Contracts module and click on the ...
Nov 24, 20231 min read
12. Create or Import Original Contract Sums
UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel spreadsheet. As per the screenshots...
Nov 23, 20231 min read
13. Create or Import Variations
Importing Contract Variations UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel...
Nov 22, 20232 min read
14. How to Create Opening Balance Progress Claims
Opening balance claims are used when importing contracts that were previously managed outside of UniPhi. An opening balance claim will...
Nov 21, 20231 min read
15. How to Import Risk Registers
1. Select the Risks module from the top menu and click on the Import button. 2. Make sure you Excel register includes the following...
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