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

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.

A Work Breakdown Structure (WBS) is a foundational data requirement for all commercial management. In UniPhi, the WBS is typically set up using the project list. How to Create Your WBS You can import and maintain your WBS in UniPhi using several methods: Copy/Paste from Excel:  Use the copy/paste feature in the Summary tab . API: Programmatically import and maintain the WBS using the UniPhi API. Manual Entry:  Create projects one by one in the Summary tab . Structuring Your

Once your Program Revenue contract is created, you must tell it which projects (activities) to bill for. This creates a link between your WBS and your invoicing. Open your Programme Revenue Contract . Navigate to the Contract  (or Value) sub-navigation tab. Add your WBS activities as line items. Because this is a Program contract, the system allows you to select Projects  from a dropdown list instead of just typing text descriptions . Configure the Fee Structure: Fixed Fee /