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 /

How to Create Your Resource Pool You can import and maintain your resource list using three methods: Copy/Paste from Excel:  Use the copy/paste import feature in the Resources tab . API: Programmatically import and maintain the list using the UniPhi API. Manual Entry:  Create users one by one in the Resources tab . Required Resource Fields When importing or creating resources, the following fields are required at a minimum: EmployeeNo / Contact ID:  This is the critical key

With your activities linked, UniPhi can instantly calculate the claim value based on the actual work performed. Open the Program Revenue Contract . Click on the Invoice  sub-navigation tab. Select the Invoice Date  (e.g., the end of the month). Review the Calculation: UniPhi will automatically calculate the Claim to Date  value. How it works:  The system looks at every timesheet entered against the linked projects up to that date. It multiplies the hours by the staff member's