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

All inception-to-date timesheets must be in UniPhi to generate accurate claims. There are two main workflows for capturing this time. Option 1: Direct Timesheeting in UniPhi End users log in and timesheet directly into UniPhi against the specific project WBS. This method generally leads to better quality project data  and a smoother commercial management process. Option 2: Importing from a Home Finance System End users timesheet in their corporate "home" finance system (like

While the UniPhi document freezes the data, the actual file sent to the client is typically a bespoke Excel report generated from that snapshot. Navigate to Reporting > Reports > Admin  (or your project's specific report location). Locate and run the Programme Invoice  report (e.g., NSC Client Invoice). Select the Document:  You will be prompted to select the specific Invoice Document you created in the previous step. Export to Excel if needed. Understanding the Output The re