The Resource Planning module is the engine room for your project budget and forecast. The new interface  allows you to manage three distinct data sets, visualized as lines on the chart: Green Line (Actuals):  Locked data coming from timesheets. Blue Line (Budget/Baseline):  Your original approved plan. Red Line (Forecast):  Your current "Estimate to Complete" (ETC) . Creating the Budget (Blue Line) The budget represents your baseline. Import from Excel:  You can import a budg

To calculate Earned Value (BCWP), the system needs to know how much of the work is physically complete. This is driven by Milestones . Setting Up Milestones Navigate to the Time  module > Milestones  sub-navigation. Create Milestones:  You can enter milestones manually or import them from a schedule (like Primavera P6). Assign Weighting:  Assign a % Earned weighting to each milestone. For example, "Issue for Review" might be worth 10%, and "Issue for Construction" might be wo

The Contract-Based method is powerful because it handles "Hybrid" claims—contracts that are a mix of Time & Materials (T&M) and Lump Sum/Milestone deliverables. Handling Time & Materials (T&M) For the T&M components, you do not need to manually calculate values. Because timesheets are booked directly to the Revenue Contract Deliverables and Variations, UniPhi will automatically calculate the claim value for these line items based on the hours and charge rates . Handling Lump

Once your configuration is complete and your deliverables are updated, you are ready to generate the claim document. Pre-Requisites Ensure all relevant Revenue Contracts have the same Customer  selected. Ensure a JV Management  or Finance project exists to hold the claim document. The Process Navigate: Go to the Documents  tab within your JV Management/Finance project. Create: Click the New Document  button. Select Template:  Choose the claim template you configured in Arti