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

Once your resource pool and classifications are set up, you must assign charge rates. Methods for Managing Rates UniPhi supports two primary methods for managing rates: Rates by Classification (Most Common):  You enter the rates and any escalation over time at the Resource Classification  level. These rates then automatically cascade down to every person assigned to that classification. Rates by Individual:  You enter specific rates and escalation plans for each individual pe

To issue a formal claim, you must "freeze" the data. In UniPhi, this is done by creating an Invoice Document. This creates a permanent snapshot  of the records, ensuring that future changes to timesheets do not retroactively alter this specific claim . Why Snapshotting is Critical Timesheets change. Users might correct a mistake from two months ago, or a rate might be updated retrospectively. By creating a document, UniPhi copies the specific timesheet records and rates used