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Bulk Replace a Resource on Multiple Projects
How to replace a person on a project Start by going to the Resources module and search for the person's name. Click into their...
May 231 min read


Create a Document Auto Name
Document auto names allow Administrators to create standard names for different document types. To create/edit the document auto name, go...
Apr 81 min read
Tender Analysis in UniPhi
This article will take you through the setup required for generating tender analysis reports in UniPhi. Create tender codes in the chart...
Feb 22 min read


How to Create Metrics
Metrics are formula based fields that appear in the Budget sub-nav in the Costs or Revenue modules. Only Administrators can set this up....
Feb 21 min read
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