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Enterprise Resource Planning
Financial Management
1. Financial Reporting
Financial Management
2. Filters in Reports
Financial Management
3. Key Performance Indicators
Financial Management
4. Cash Flow Reports
Financial Management
5. Profitability Reports
Financial Management
6. Resource Planning and Admin Reports
Financial Management
7. Create a Project
Financial Management
8. Adding Resources
Financial Management
9. Creating Contact Resources
Financial Management
10. Creating an Asset Resource
Financial Management
11. Adding and Deleting Roles to Existing Resources
Financial Management
12. Scheduling Dates
Financial Management
13. Time Dashboard
Financial Management
14. Revenue Estimations, Quotes and Proposals
Financial Management
15. Revenue Budgets
Financial Management
16. Importing Budget via Excel
Financial Management
17. Phasing a Revenue Budget
Financial Management
18. Paste Phasing from Excel
Financial Management
19. Create Budget Snapshot
Financial Management
20. Comparing Budgets
Financial Management
21. Creating Revenue Estimations
Financial Management
22. Creating Contract Deliverables
Financial Management
23. Contracts Views
Financial Management
24. Importing contract deliverables
Financial Management
25. Creating a Quote Document or Proposal
Financial Management
26. Contract Maintenance
Financial Management
Practice Management
1. Creating Organisations & Sites
Practice Management
2. Creating a Resource
Practice Management
3. Linking a Resource to a Site
Practice Management
4. Viewing External Resources
Practice Management
5. Correspondence, Projects, Team sections
Practice Management
6. Viewing Internal Resources (Staff)
Practice Management
7. Projects View for Internal Staff
Practice Management
8. Viewing Organisations & Sites
Practice Management
9. Creating New Projects (Video)
Practice Management
10. Creating New Projects Part 2
Practice Management
11. Copy a Project
Practice Management
12 Adding a Resource to a Project (Video)
Practice Management
13. Adding and Deleting Roles to existing Resources (Video)
Practice Management
14. Creating the Revenue Estimate (Video)
Practice Management
15. Creating contract deliverables (Video)
Practice Management
16. Create a bottom-up Estimate
Practice Management
17. Effort based estimates as lump sums
Practice Management
18. Dates and Time sheeting
Practice Management
19. Importing contract deliverables – from Excel
Practice Management
20. Track Revenue Performance (Video)
Practice Management
21. Contract Maintenance
Practice Management
22. Creating an Invoice
Practice Management
23. Contract Details and Registers
Practice Management
24. Timesheets
Practice Management
Resource Planning
1. Resource Planning in UniPhi
Resource Planning
2. Resources
Resource Planning
3. Resources, Rates and Standard Hours
Resource Planning
4. Project Schedule
Resource Planning
5. Modifying Project Schedule Dates
Resource Planning
6. Resource Planning
Resource Planning
7. Resource Planning Part 2
Resource Planning
8. Resource Planning Reports
Resource Planning
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