Overview The Project Summary page aggregates financial information from multiple UniPhi modules, primarily the Cost Module, Revenue Module, and Chart of Accounts (CoA) structures. Financial values displayed in the summary are dynamically calculated based on: Timephased Actuals Timephased Forecasts Budget values Contracted values The Primary Chart of Accounts selected for the project Most financial fields displayed in the Project Summary are driven by the configuration set in:

Overview Guided Workflows allow administrators to trigger different issue workflow templates based on answers to predefined questions. Instead of users manually selecting the correct workflow template, the system guides them through a simple question or a series of questions. Based on the answers selected, the appropriate issue template workflow is automatically applied. This functionality is particularly useful when different process paths exist depending on the situation. F

How to Access Contract Permissions To configure or review Contract Permissions in UniPhi: Go to Hamburger Menu > Configuration > Contracts (top left of the screen). Navigate to the Permissions  sub-navigation tab. This screen allows Administrators to control how contracts behave from a governance, financial, and workflow perspective. Only users with Admin licence access can modify these settings. Permissions Screen Layout The Contract Permissions screen is structured in fou

In this article: How to enter a person's rate history Manually Based on salary Based on standard rates Configuration required for standard hourly rates Configuration required for rates based on salary Only Administrators can configure people's cost and charge rates due to the sensitive nature of the information. How to Enter a Person's Rate History Once an administrator has done the configuration in the background, they can then enter people's cost and charge rates. Start by