Overview In the Contracts module, phasing is used to distribute contract deliverables across financial periods. This creates a forecast of when contract revenue will occur. Each deliverable appears as a row in the Contract Schedule screen. Users can define the value of the deliverable and then allocate that value across months. Step-by-Step: Phasing a contract deliverable Select the relevant project from the portfolio dropdown. Navigate to Contracts Module and select the desi

Overview Auto phasing is useful when the timing of a value should be determined by scheduling information rather than manually entered month by month. Instead of entering values into each month, users define parameters such as dates or duration, and UniPhi generates the monthly distribution automatically. This approach is often used when costs or contract values align with lifecycle phases or scheduled work periods. Step-by-Step: Automatically phasing a value Go to the Costs

Overview Manual phasing is used when a user wants to directly control how a value is distributed across financial periods. This approach is commonly used when the timing of a cost or contract value is known and does not need to be calculated automatically. Users enter values directly into the monthly columns for a line item. UniPhi then calculates the phased total and compares it to the line’s overall value, helping ensure the distribution is correct. Step-by-Step: Manually p

Overview Phasing in UniPhi is used to distribute financial values across time so that project budgets, forecasts and contract amounts align with when work is expected to occur. By allocating values to financial periods, users can produce accurate cash flow forecasts and monitor how financial performance changes throughout a project lifecycle. In the Costs module , phasing is used to schedule cost budgets and forecasts for each account code within the chart of accounts. This a