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Understanding Earned Value (EV) Reporting
UniPhi automatically calculates Earned Value (EV) metrics at all levels of the WBS, provided you have a Baseline Resource Plan and Progress data. These metrics can be displayed in our PowerBi Embedded Dashboards. Key Metrics Explained BCWS (Budgeted Cost of Work Scheduled): This is the value of the work you planned to do by today. It is derived entirely from your Baseline Resource Plan (Blue Line) . ACWP (Actual Cost of Work Performed): This is what you actually spent. It
Oct 281 min read


How to Fix and Finalise a Claim
It is common to find errors in a draft claim (e.g., a missing rate for a new starter or miscoded time). The UniPhi document workflow handles this via version control. How to Fix Issues Do not try to manually edit the numbers in the document or the Excel report. Identify the Issue: Check your "Client Claim Report" (Excel) to find the discrepancy. Fix Source Data: Go into UniPhi and fix the underlying problem (e.g., update the Resource Rate in Configuration, or move the Time
Oct 271 min read


Overview: Commercial Management for Major Projects
UniPhi provides a comprehensive solution for the commercial management of major projects. The primary goal is to generate key commercial reports and outcomes, including: Client Invoicing Joint Venture (JV) / Alliance / Subcontractor Invoicing Estimate to Complete (ETC) and Estimate at Completion (EAC) Reporting Earned Value (EV) Reporting Before you can achieve these outcomes, you must establish a set of Foundational Data . This includes setting up your WBS, resource
Sep 301 min read


Setting Up the Finance Project and Programme Contract
In the Project-Based approach, you do not manage the contract on the individual activity projects. Instead, you create a central "container" project often called a "Finance Project" or "JV Management Project" . Step 1: Create the Finance Project Navigate to the Portfolio/Summary module. Create a new project. Name it appropriately (e.g., "Project Name - Finance" or "JV Management" ). This project will act as the central hub for your commercial reporting and claim documents.
Sep 291 min read
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